Source Job

US Unlimited PTO

  • Follow up with new leads, schedule consultations, and collect borrower information to complete loan applications.
  • Send documentation requests and review files before submitting for pre-approval.
  • Manage the Mortgage Advisor's calendar and track lead activity in the CRM.

CRM Communication Organization Documentation Finance

20 jobs similar to Mortgage Advisor Assistant / Loan Processor

Jobs ranked by similarity.

US

  • Provide administrative and operational support to mortgage loan originators throughout the loan process.
  • Coordinate with processors, title companies, real estate agents, and customers to ensure deadlines are met.
  • Maintain organized loan files and verify completeness before forwarding to the processing team.

Our partner is a mortgage lending and financial services company. They offer a remote work environment with a collaborative culture and emphasize flexibility and growth.

$24–$28/hr
US

  • Verifies, compiles, and inputs application information for mortgage loans.
  • Recommends loan denials or restructures based on standards.
  • Submits loan files for underwriting approval and communicates with borrowers.

PRMG is a mortgage company that processes residential loans. They cultivate a family-like work environment with a casual, professional, team-oriented culture and value work-life balance.

US

  • Identify new customers and lending opportunities with property investors and referral partners, driving sales and building relationships.
  • Cultivate strong relationships with existing and new borrowers through in-person meetings, calls, and emails, serving as primary escalation point.
  • Stay current on industry trends, attend conferences, and leverage CRM to manage client database and meet monthly loan volume goals.

Anchor Loans is a private direct lender to residential real estate investors, specializing in bridge loans, ground-up construction, and single-family rental solutions. As part of Pretium Partners ($60B AUM), we have surpassed $10 billion in total fundings and foster a culture of teamwork, innovation, and accountability.

$40,000–$60,000/yr
US Unlimited PTO 12w maternity 12w paternity

  • Resolves incoming customer inquiries and requests related to mortgage loans.
  • Reaches out to borrowers to resolve payment issues and documents interactions.
  • Processes payoff and verification of mortgage and works with other teams to identify at-risk borrowers.

Kiavi is one of the nation’s largest private lenders to residential real estate investors, using data and technology to provide faster access to capital. With over 500 employees, Kiavi has earned multiple awards including Forbes Fintech 50 and Fast Company’s Most Innovative Companies.

$60,000–$80,000/yr
Global Unlimited PTO

  • Manage your own pipeline of loans from submission to closing, ensuring accuracy, completeness, and speed.
  • Communicate proactively with borrowers, loan officers, and contractors to gather documentation and resolve conditions.
  • Prepare files for underwriting by verifying income, assets, credit, and property documentation.

RenoFi is a renovation lending platform that empowers homeowners to borrow based on after-renovation value. They are a small, collaborative team inside a fast-growing fintech lender with a remote-first culture, having financed over $1 billion in renovation projects.

US

  • You provide comprehensive support to commercial lenders, managing loan processes from origination to closing and ensuring accuracy and compliance.
  • You coordinate with internal teams to streamline operations and maintain strong relationships with borrowers and partners.
  • You handle administrative tasks, CRM management, and reporting to keep your lender on track and drive portfolio success.

Climate First Bank is a Florida Benefit Corporation and FDIC-insured commercial bank offering personal and business banking services with a focus on sustainability and ethical banking. As a Certified B Corporation with a growing digital presence, they foster a culture of goal-setters and changemakers dedicated to social and environmental impact.

US

  • Guide borrowers through the lending process by evaluating loan needs and recommending appropriate solutions.
  • Analyze complex financial data to identify risks and ensure regulatory compliance.
  • Collaborate with cross-functional teams to resolve issues and maintain loan pipeline progress.

Sekisui House U.S. is a global leader in homebuilding, building brands like SHAWOOD, Richmond American, and Woodside. With a 60+ year history and over 2.6 million homes built, we promote a culture of professionalism, teamwork, health & wellness, and work-life balance.

US

  • Act as first point of contact for prospective homebuyers, managing online and phone inquiries to qualify leads and schedule appointments.
  • Collaborate with marketing, sales, and operations teams to enhance customer experience and drive qualified traffic to communities.
  • Maintain accurate records in CRM and provide support for digital marketing initiatives and sales team efforts.

Sekisui House U.S. builds homes under brands like SHAWOOD and Richmond American, leveraging over 60 years of global experience. With 2.6 million homes built, they foster a culture of teamwork, health, and work-life balance.

US

  • Review mortgage loan documentation and source data for accuracy and completeness before boarding.
  • Verify critical loan information and resolve discrepancies with origination, closing, and servicing teams.
  • Support regulatory compliance and maintain organized records of investigations and resolutions.

Our partner is a mortgage servicing company focused on accurate loan boarding and data integrity. It fosters a collaborative, team-oriented environment with a commitment to service excellence and member experience.

US

  • Prepare mortgage insurance claims on assigned agency or investor-acquired properties.
  • Complete reconciliation of all advances to be included in the claim.
  • Validate all necessary supporting documents needed for the claim.

LoanCare is a leading full-service mortgage loan subservicer serving banks and credit unions. Backed by Fortune 500 company Fidelity National Financial, they subservice over 1.8 million loans and have a seasoned team.

$140,000–$160,000/yr
Unlimited PTO

  • Drive the full sales cycle for mortgage prospects, acting as a product advisor and consultative seller.
  • Manage complex buying committees and expand accounts by identifying new use cases.
  • Collaborate with Product and Solutions Engineering to scope integrations and bring customer feedback.

Truv empowers mortgage lenders, banks, credit unions, and government agencies to make faster, smarter verification decisions through consumer-permissioned income, employment, and asset data. The company is backed by Kleiner Perkins and is an approved verification vendor for Fannie Mae and Freddie Mac.

$22–$37/hr
US

  • Ensure escrow area functions are performed promptly and correctly by monitoring reports and vendor activities.
  • Provide training and mentoring to Escrow Department staff while overseeing special projects and deadlines.
  • Prepare monthly FHA portfolio comparison reports and maintain data programming for escrow workstations.

LoanCare is a full-service mortgage loan subservicer serving banks, credit unions, and investors. Backed by Fidelity National Financial (Fortune 500), it services over 1.8 million loans and promotes a collaborative culture.

US

  • Prepare, review, and organize legal documents for residential mortgage loan settlements, ensuring compliance with investor guidelines.
  • Establish and maintain relationships with customers, attorneys, and title companies to guide documentation collection.
  • Lead, train, and mentor junior staff, resolve issues, and assist in process improvements.

Fulton Bank is a financial institution providing banking services. We foster a culture of continuous learning, work-life integration, and inclusion.

$34,425–$57,375/yr
Canada

  • Review and process residential mortgage documentation to ensure compliance and accuracy.
  • Collaborate with internal departments to resolve issues and manage fluctuating workloads.
  • Identify opportunities for process improvements and contribute to operational efficiencies.

Our partner is a financial services company that manages residential mortgage transactions. They offer a remote, inclusive work environment with comprehensive benefits and career development opportunities.

$60,000–$65,000/yr
Global

  • Process reverse mortgage applications from submission to underwriting and closing.
  • Review, upload, and organize loan documents while clearing conditions for approval.
  • Communicate daily with loan officers, borrowers, underwriters, and title companies.

Longbridge is a leading provider of home equity solutions for seniors, helping older homeowners access their home equity. The company has been named a Great Place to Work three years in a row and fosters a culture of collaboration, growth, and fun.

$58,700–$98,600/yr
US

  • Manage and maintain all aspects of client and agency relationships, ensuring satisfaction and timely issue resolution.
  • Serve as main point of contact for client inquiries and provide monthly business reviews on trends and SLAs.
  • Utilize internal and external resources to stay current on industry changes and recommend process improvements.

LoanCare is a leading full-service mortgage loan subservicer serving banks, credit unions, and investors. Backed by Fidelity National Financial, a Fortune 500 company, we offer a culture built on integrity, innovation, and collaboration.

US 4w PTO

  • Customer-centric inbound and outbound communication that meets company quality standards
  • Investigation and verification of credit, employment, and financial information supporting mortgage underwriting
  • Management of incoming and pending supplement requests with attention to detail and turnaround time

Altisource drives innovation that powers the mortgage and real estate lifecycle. They foster an inclusive culture celebrating diverse voices and are committed to fair hiring.

US

  • Collect, review, and organize essential financial documentation from clients with accuracy and timeliness.
  • Build and maintain strong client relationships through clear, proactive, and professional communication throughout the onboarding process.
  • Support loan officers and senior processors to ensure applications move efficiently from submission to funding.

BHG Financial provides innovative financial solutions to accomplished professionals, small businesses, and institutions. The company has an award-winning culture centered around transforming talented employees into effective business leaders, with core values of positive mental attitude, team player, and loyalty.

$57,000–$67,000/yr
US

  • Process applications for submission to underwriting and verify data integrity.
  • Clear loan conditions and coordinate with loan officers, borrowers, and title companies.
  • Analyze credit, income, tax returns, and asset documents.

Longbridge provides home equity solutions for seniors, helping them unlock their home equity. The company has been named a Great Place to Work for three consecutive years and has over a thousand customer testimonials.

US

  • Manage daily settlement pipeline and exception reporting for payment setup and clearing process.
  • Communicate with creditors and agencies to clear payment exceptions and uncleared payments.
  • Support acquisition of required documentation for payment remittance and maintain deposit account balances.

Beyond Finance helps Americans escape debt and achieve financial stability through personalized financial solutions. They have helped over 1 million clients and foster a collaborative, forward-thinking culture.