Loan Officer Assistant

Please read and follow the instructions.

Job Summary:
We are seeking a highly organized and detail-oriented Loan Officer Assistant (Virtual Assistant) to support loan officers in managing loan applications and client interactions. This role includes administrative support, research, document management, and communication with clients and industry professionals. The ideal candidate is proactive, tech-savvy, and experienced in real estate,

Responsibilities:

Research & Data Management:
• Conduct research on real estate properties and investors to gather necessary information.
• Input researched data into company software for loan qualification purposes.
• Migrate data from Baseline (primary software) to secondary software as required.

Communication & Coordination:
• Communicate with investors, inspectors, title companies, attorneys, and other real estate professionals via email.
• Order property inspections and valuations following step-by-step guidelines.
• Maintain professional and timely email correspondence with all parties involved in the loan process.

Process Development & Workflow Management:
• Assist in developing processes and procedures for additional Loan Processors.
• Help create structured workflows within the company’s primary loan processing software (Baseline).

Qualifications & Skills:
• Strong Real Estate background.
• Strong written and verbal communication skills for professional email and phone correspondence.
• Detail-oriented with excellent organizational skills.
• Ability to learn and adapt to new loan processing software.
• Proficiency in Microsoft Office, Google Suite, and CRM tools.
• Ability to work independently and meet deadlines.

We expect the applicant to have the following:
• A positive and glass-half-full attitude and the desire to learn and improve
• Well-spoken, courteous, and respectful of everyone
• Must have a good internet connection

How to apply?
• Log on to Upgrade to see actual info/join-our-team
• Fill out the application form
• Type "Loan Officer Assistant" on the position field
• Click Submit

Note: Please follow the application instructions. Only shortlisted applicants will be contacted.