Loan Officer Assistant Bilingual Remote Mexico

hace 2 días

León, México VA WORKS A tiempo completo

**Description**:
Location: Remote (Must reside in Mexico)

Employment Type**:Full-Time**

Language Requirement: Advanced English and Spanish

**About the Role**:
We are seeking a highly organized and tech-savvy Loan Officer Assistant to play a key role in our high-performing U.S. mortgage team. This is not just a support role; you will be the engine that keeps our borrower communication and loan documentation running smoothly and efficiently.

If you are reliable, detail-obsessed, and comfortable learning new technology like CRM systems and AI, we want to hear from you.

**Requirements**:
**Key Responsibilities**:
Pipeline Tracking: Track critical loan milestones including Disclosures, Closing Disclosures, Loan Estimates, and final signings.

Document Scrubbing: Scrub all borrower documents for accuracy, legibility, and completeness. Identify potential issues like large deposits or missing signatures.

Client Follow-Up: 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).

Technology & AI: Use provided AI tools (like ChatGPT and Canva) to automate tasks, improve writing, and create marketing materials.

What We're Looking For (Qualifications):
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. You are the type of person who spots errors others miss.

Proficient in Google Workspace (Gmail, Sheets, Docs).

Proactive, independent, and responsive, able to work with mínimal supervision.

A positive attitude toward learning new technology and AI tools.

**Bonus Points (preferred)**:
1+ years of experience as an LOA, Processor, or in mortgage sales support.

Direct experience with UWM's portal.

**Perks & Benefits**:
Monthly salary paid in USD.

Work remotely from anywhere in Mexico.

U.S. holidays observed.

Join a supportive, high-performing team that values your contribution.

Long-term growth opportunities within a leading U.S. mortgage company.

**Experience**:
Mortgage, Real Estate, or CRM Management: 1 year (preferred)

Language: English (Required - Advanced/Fluent Level)

Work Location: Remote

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