Explorar las categorías
Explora
Fiverr Pro
Español
$
USD
I will be your loan officer assistant
Acerca de este Servicio
Need a dependable Loan Officer Assistant who can step in and handle the details while you focus on closing deals? Ive got you covered.
Ill work Monday to Friday, 9 AM to 6 PM (any U.S. time zone) as your dedicated remote loan officer assistant based on the number of weekly hours you select or feel you need.
This gig applies to supporting one loan officer. If you need assistance for additional loan officers, an extra fee will apply depending on the workload.
Whats included in the first month onboarding plan:
- Initial setup & workflow alignment (tools, CRM, docs).
- Daily loan pipeline updates.
- Client follow-up (calls or emails).
- Application prep & borrower document collection.
- Appointment scheduling & reminders.
- General administrative support as needed.
- Clients Intake
Why work with me?
1+ years experience as a Loan Officer Assistant
Bilingual English/Spanish support
Professional, organized, and detail-focused
Flexible across time zones
Think of me as your behind-the-scenes supporthelping you stay organized, on top of deadlines, and focused on what really matters: closing loans and serving your clients.
Propósito:
Negocios
FAQ
Q: Do you make phone calls to U.S. borrowers?
A: Yes. I’m fully voice-capable and comfortable calling U.S. borrowers for follow-ups, intake, reminders, and appointment scheduling.
Q: Can I adjust the weekly hours after ordering?
A: Yes. We can scale up or down depending on your workflow, lead volume, or loan pipeline needs.
Q:Do you need training before starting?
A: I already have experience as a Loan Officer Assistant, so I can adapt quickly. If you use specific software or have a unique workflow, I’ll review your process during the onboarding step.
Q: Do you guarantee confidentiality?
Yes. I fully understand the importance of compliance with U.S. mortgage regulations and the need to protect sensitive client data. All borrower information, loan documents, and communications are handled with the highest level of confidentiality and professionalism.
Q: What borrower documents are you able to review or understand? Part I
A: I can help review and verify a variety of standard mortgage documents, including: -Borrower ID (driver’s license, passport) -Income documents (pay stubs, W-2s, 1099s) -Employment verification -Bank statements -Tax returns (basic return)
Q: What borrower documents are you able to review or understand? Part II
A: I can help review and verify a variety of standard mortgage documents, including: -Asset documentation -Credit reports (for basic interpretation) -Pre-approval intake forms -Application details (1003) -Appraisals -Lease agreements -Title documents -Homeowner’s insurance documents
Q: What tools do you use?
A: I’ve worked with Adobe, Exel,Google Sheets, SalesForce, GoHigh-Level, HubSpot, Ring Central, Mojo, Quo and loan processing platforms (Arive and encompass) . I’m flexible and open to using the tools your team already has in place.
Q: Do you provide loan advice or underwriting services?
A: No. I do not provide underwriting, rate discussion, or any licensed mortgage advice. My role is strictly administrative and supportive: I help gather, organize, and verify the completeness of borrower documents, track conditions, update CRMs, and ensure the loan pipeline stays organized and effi
Q: Do you work weekends?
A: Weekdays are standard, but weekend hours may be available for an added fee depending on your workload.
Q: Can you work in my time zone?
A: Yes! I’m available Monday–Friday, 9 AM to 6 PM in any U.S. time zone. I’ll adjust my schedule to match yours.
