Mortgage loan officer assistant
are you a highly organized and tech-savvy individual looking for a challenging role in the mortgage industry? We are seeking a reliable and detail-obsessed loan officer assistant to join our high-performing team.
about the role:
this is not just a support role, but an opportunity to be the engine that keeps our borrower communication and loan documentation running smoothly and efficiently. You will track critical loan milestones, scrub documents for accuracy, and manage post-close follow-up with clients.
key responsibilities:
* track critical loan milestones including disclosures, closing disclosures, loan estimates, and final signings.
* scrub all borrower documents for accuracy, legibility, and completeness. Identify potential issues like large deposits or missing signatures.
* manage post-close follow-up, including thank-you cards, client gifts, and updating the crm with future touchpoints (30/60/90-day follow-ups, birthdays).
* use provided ai tools to automate tasks, improve writing, and create marketing materials.
requirements:
* advanced english (both spoken and written) is mandatory.
* experience with crm data entry and workflow management (e.g., gogenie, arive, pipedrive, or similar).
* basic knowledge of or a strong willingness to learn the u.s. mortgage process and documentation.
* excellent attention to detail and organizational skills.
* proficient in google workspace (gmail, sheets, docs).
benefits:
* monthly salary paid in usd.
* work remotely from anywhere in mexico.
* u.s. holidays observed.
* long-term growth opportunities within a leading mortgage company.