Responsibilities
- Support lending officers in managing active deal pipelines
- Track deal progress, next steps, and outstanding items across multiple deals
- Ensure deals consistently move forward without delays
- Call, email, and text borrowers to follow up on missing documents and information
- Clearly explain requirements and guide borrowers through next steps
- Maintain consistent, proactive communication to keep deals progressing
- Collect, organize, and manage borrower documentation (tax returns, financials, etc.)
- Ensure all documents are complete, properly labeled, and stored accurately
- Identify missing or inconsistent information and flag issues early
- Package and submit loan files to lenders
- Coordinate with lenders on follow-ups, additional requests, and status updates
- Track submissions and maintain clear communication with lending partners
- Act as the bridge between lending officers, borrowers, lenders, and internal teams
- Take information from borrower conversations and convert it into clear, actionable next steps
- Ensure alignment across all parties on status and requirements
- Schedule calls, meetings, and follow-ups across multiple stakeholders
- Manage calendars and ensure efficient coordination
- Maintain clean and accurate records in CRM and internal systems
- Follow standardized processes and help improve workflows over time
- Ensure consistency, accuracy, and completeness across all deal files
Requirements
- 2–5 years in operations, loan processing, financial services, or administrative coordination roles
- Fluent English (spoken and written) — must communicate clearly with U.S.-based clients
- Strong phone, email, and messaging communication skills
- High attention to detail and strong organizational ability
- Ability to manage multiple deals and tasks simultaneously
- Reliable internet connection and professional remote work setup
- Availability during U.S. Eastern Time business hours (9 AM – 6 PM ET)
Nice to Have
- Experience in SBA lending, commercial lending, or mortgage processing
- Familiarity with CRM systems and document management tools
- Experience working with U.S.-based clients or teams
- Experience in a fast-paced startup or sales-driven environment
Additional Information
- Availability during U.S. Eastern Time business hours (9 AM – 6 PM ET)
