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crm notion excel loan origination word📋 Description
- Work with Investment Analyst and Private Lending to streamline the loan cycle.
- Communicate with borrowers, lenders, escrow/title, insurers, and realtors.
- Proactively communicate by phone, text, and email to get what you need quickly.
- Participate in team meetings and audits; support the analyst's production and pipeline.
- Board loans with appropriate 3rd party loan servicer.
- Monitor and track original collateral loan files.
🎯 Requirements
- Fluent in English, with on-camera comfort.
- Knowledge of U.S. residential real estate and lending.
- Expert-level skills with Outlook, Word, and Excel.
- Able to follow directions and lending protocols.
- Persistence and hustle, day in and day out.
- Excellent problem-solving; independent thinking.
🎁 Benefits
- Remote role in the Philippines.
- Laptop, high-speed internet, and dedicated home office space provided.
- Shift: Tue-Sat, 12:00am-9:00am PHT.
- U.S. Holidays and Time Off.
- Collaborative team environment with a fast-paced, software-centered company.
- Remote work culture.
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