Senior Mortgage Operations Specialist
hace 1 semana
Job Overview
Sagan is an exclusive membership community connecting global talent with US-based businesses, focusing on financial services.
About the Role
The Loan Associate supports US-based 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:
- Handle high volumes of phone calls (English and Spanish) to address inquiries and troubleshoot mortgage-related issues.
- Assist in managing the loan processing pipeline, collecting and organizing client documents, and facilitating seamless transitions.
- Perform administrative tasks, such as ordering documents, uploading them to the CRM, and ensuring loan files meet established checklists.
- Leverage technical skills, including proficiency in G-Suite and Microsoft Office, to manage data across tools like Salesforce, Airtable, Notion, and lender portals.
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 G-Suite and Microsoft Office.
Location and Salary
This remote position offers a salary range of up to $1,800 USD, with a work schedule from Monday to Friday, 9:00 AM to 5:00 PM EST. The ideal candidate will be detail-oriented, proactive, and able to prioritize urgent tasks effectively.
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