Mortgage and Compliance Assistant -
Mortgage and Compliance Assistant -
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Job Description
Job Title: Mortgage and Compliance Assistant
Location: Remote (EST Time zone)
Salary Range: up to 1800 USD
Work Schedule: Monday Friday 9:00 AM to 5:00 PM (EST)
NOTE: INDEPENDENT CONTRACTOR POSITION
Company Overview:
Sagan is an exclusive membership community for top executives founders and CEOs seeking to hire and maximize the impact of international talent. We bridge the gap between global talent and USbased businesses connecting candidates from vibrant regions like Latin America the Philippines India Pakistan Bangladesh and Africa with leading American companies. Discover a world of career possibilities with Sagan.
About the Company:
Sagan represents a company focused on providing exceptional financial services to its clients by supporting loan processing and management. The company values detailoriented professionals who can ensure smooth and efficient loan operations.
Position Overview:
The Loan Associate supports USbased loan processors by managing critical tasks for efficient loan operations. This role suits bilingual professionals with experience in mortgages accounting or finance and a strong customer service background.
Key Responsibilities:
Customer Interaction:
- Handle high volumes of phone calls (English and Spanish).
- Address inquiries and troubleshoot mortgagerelated issues with a sense of urgency to resolve customer issues quickly.
Pipeline Management:
- Assist in managing the loan processing pipeline.
- Collect and organize client documents.
- Facilitate the seamless transition of loan files to subsequent stages.
Administrative Tasks:
- Order any necessary documents relating to the loan and uploading them to the CRM once complete.
- Ensure loan files meet established checklists.
- Calculate income using standardized documentation.
- Leverages a strong sense of urgency by communicating quickly and effectively via email and phone with all stakeholders.
- Manage data across tools like Salesforce Airtable Notion and lender portals.
- Perform other administrative duties as necessary.
System Management:
- Consistently keeps CRM and loan platforms up to date on a regular basis maintaining upkeep on an hourly basis.
Qualifications and Experience:
- Language Proficiency: Fluent in English and Spanish.
- Experience: Background in mortgages underwriting accounting or call center customer service.
- Technical Skills: Proficiency in GSuite and Microsoft Office.
- Other Skills: Excellent communication attention to detail. Strong time management proactive approach ability to prioritize urgent tasks.
Nice to Haves:
- Experience with Salesforce Airtable Notion or lender portals.
- Any background in the mortgage industry which would be a significant asset.
Please note: To ensure prompt processing of your application we kindly request that you submit your resume and an introductory video in English format.
Employment Type
Full Time
