Mortgage Loan Processor (Client-Facing)

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JOB TITLE MORTGAGE LOAN PROCESSOR (CLIENT-FACING)

Location Remote

Time Zone US Time Zones (EST–PST)

ROLE OVERVIEW

We are seeking a highly organized, client-facing Loan Processor to manage residential loan applications from submission through closing. This role requires strong virtual assistant acumen, attention to detail, and proactive communication with borrowers, lenders, and internal teams. Experience in real estate or home lending is highly valued. Spanish-speaking ability is a strong plus.

KEY RESPONSIBILITIES

• Manage residential loan files from application through closing

• Collect, review, and verify borrower documentation for accuracy and completeness

• Communicate directly with clients to request documents and provide status updates

• Coordinate with loan officers, underwriters, and third parties to move files forward efficiently

• Ensure files meet compliance guidelines and submission standards

• Maintain organized digital records and consistently update CRM/loan systems

• Proactively identify and resolve issues that may impact closing timelines

REQUIRED QUALIFICATIONS

• Experience in loan processing, mortgage support, or a similar administrative/client-facing role

• Strong organizational skills with exceptional attention to detail

• Ability to manage multiple loan files and deadlines simultaneously

• Clear, professional written and verbal communication skills

• Prior remote work experience is mandatory. Candidates must be fluent with remote collaboration tools (e.g., Slack, Zoom, Google Workspace, Asana or similar) and have ideally worked with US or UK-based companies. Applications without this experience will not be considered.

PREFERRED QUALIFICATIONS

• Experience in real estate, mortgage lending, or home loan processing

• Spanish language proficiency (spoken and written)

• Background as a virtual assistant supporting client-facing teams

• Familiarity with US mortgage documentation and lending terminology

TOOLS & TECHNOLOGY

• Loan Origination Systems (e.g., Encompass, Calyx, or similar)

• CRM systems

• Google Workspace

• Slack, Zoom

• Task/project management tools (e.g., Asana, ClickUp, Trello)

Please NOTE

It is crucial that you complete the application form in full. As part of the application process, you will be required to record a video. If your application is successful, you will receive an email confirming next steps—the video is the first step of the interview process. If you do not record a video, we will not be able to consider you for ANY open roles.

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