Loan Associate

**Job Title**: Loan Associate Location: Remote (EST Time zone) Salary Range: up to 1800 USD Work Schedule: Monday Friday, 9:00 AM to 5:00 PM (EST) NOTE: INDEPENDENT CONTRACTOR POSITION Company Overview: Sagan is an exclusive membership community for top executives, founders, and CEOs seeking to hire and maximize the impact of international talent.
Discover a world of career possibilities with Sagan.
**About the Company**: We represent a company focused on providing exceptional financial services to its clients by supporting loan processing and management.
The company values detail-oriented professionals who can ensure smooth and efficient loan operations.
**Position Overview**: We are seeking a Loan Associate to support US-based loan processors in managing tasks essential for maintaining efficient loan processing operations.
Strong customer service skills, bilingual English-Spanish communication, and multitasking across tech systems are required.
**Key Responsibilities**: Customer Interaction: Manage high volumes of phone calls (English & Spanish), addressing client inquiries and troubleshooting mortgage issues.
**Pipeline Management**: Assist with loan processing pipeline, collecting documents, and ensuring seamless file handoffs.
**System Management**: Spend 30 minutes daily managing CRM and loan originating systems, updating information.
**Other Tasks**: Manage data across Salesforce, Airtable, Notion, and loan origination portals, perform additional administrative tasks.

**Qualifications**: Bilingual in English and Spanish with strong communication skills.
Experience in the mortgage industry or customer service.
Proficiency in G-Suite, Microsoft Office, and data management tools.
Attention to detail and ability to multitask effectively.
**Nice-to-Haves**: Experience with Bonzo CRM, Salesforce, Airtable, Notion, or loan origination portals.
Familiarity with the loan processing cycle and related software systems.