28 sep
|
SOLVO GLOBAL
|
Xico
Remote | Full-Time , mexico
Schedule (Eastern Time)
Option 1:
Monday to Friday, 9:00 AM - 6:00 PM ET
Option 2:
Monday to Friday, 10:00 AM - 7:00 PM ET
About the Role
We are seeking a highly organized, proactive, and customer-focused
Loan Officer Assistant
to support our mortgage lending team throughout the entire loan lifecycle.
In this role, you will serve as a key point of contact for borrowers, ensuring a smooth and positive experience from application through closing. You will assist with document collection, loan file management, borrower communication, pipeline tracking, and coordination with internal and external stakeholders.
This is an excellent opportunity for a bilingual professional who thrives in a fast-paced environment, enjoys working with customers, and has experience in mortgage lending, banking, or financial services.
Key Responsibilities
Support Loan Officers with daily administrative and operational tasks.
Serve as a primary point of contact for borrowers throughout the loan process.
Collect, review, organize, and upload required loan documentation.
Follow up with borrowers regarding outstanding conditions and missing items.
Maintain accurate and complete loan files within the LOS and CRM systems.
Track loan milestones, deadlines, statuses, and conditions.
Coordinate communication between borrowers, processors, underwriters, lenders, realtors, and title companies.
Provide borrowers with loan status updates and next-step guidance.
Manage communications via phone, email, text, and CRM platforms.
Schedule consultations, appointments, and follow-up calls.
Assist with loan applications and file submissions.
Support lead management, borrower intake, and database updates.
Participate in pipeline review meetings and provide status updates.
Deliver exceptional customer service throughout the customer journey.
Qualifications
Required
Minimum 2 years of experience in mortgage lending, banking, financial services, or a related industry.
Experience in customer-facing roles, borrower intake, loan coordination, or customer service.
Experience collecting and following up on required documentation.
Bilingual proficiency in English and Spanish (written and verbal).
Strong communication and relationship-building skills.
Excellent organizational and multitasking abilities.
High attention to detail and accuracy.
Ability to work independently and manage multiple priorities.
Proficiency with Microsoft Office Suite and CRM platforms.
Skills
Mortgage Loan Processing Support
Borrower Communication
Customer Service
Client Intake
Loan File Management
Document Collection & Verification
CRM Management
Pipeline Management
Administrative Support
Data Entry
Time Management
Multitasking
Problem Solving
Microsoft Office Suite
En los campos de linkedin para completar:
Industry:
Mortgage Lending
Financial Services
Banking
(La mejor opción sería:
Mortgage Lending
si está disponible en tu LinkedIn Recruiter. Si no, usa
Financial Services
.)
Job Function:
Administrative
Customer Service
Finance
(La mejor combinación sería:
Finance
+
Administrative
.)
Job Category (Specialized Category):
Loan Officer Assistant
Mortgage Assistant
Mortgage Operations
Loan Processing
Lending Operations
en que ciudad el posteo y añade tu correito ahi porfa
Seniority Level
Associate
Employment Type
Full-time
Workplace Type
Remote
📌 Loan Officer Assistant - Remote (Xico)
🏢 SOLVO GLOBAL
📍 Xico