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Loan Associate

hace 2 semanas

Panamá, Panamá Sagan A tiempo completo

**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**: Sagan represents 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**: 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**: Customer Interaction: Handle high volumes of phone calls (English and Spanish).
Address inquiries and troubleshoot mortgage-related issues with a sense of urgency to resolve customer issues quickly.
**Pipeline Management**: Assist in managing the loan processing pipeline.
Collect and organize client documents.
Facilitate the seamless transition of loan files to subsequent stages.
**Administrative Tasks**: Order any necessary documents relating to the loan and uploading them to the CRM once complete.
Ensure loan files meet established checklists.
Calculate income using standardized documentation.
Manage data across tools like Salesforce, Airtable, Notion, and lender portals.
Perform other administrative duties as necessary.
**System Management**: Consistently keeps CRM and loan platforms up to date on a regular basis, maintaining upkeep on an hourly basis.
**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.
**Other Skills**: Excellent communication, attention to detail.
Strong time management, proactive approach, ability to prioritize urgent tasks.
**Nice to Haves**: Experience with Salesforce, Airtable, Notion, or lender portals.
Any background in the mortgage industry, which would be a significant asset.