Job Description

Mortgage Processing Assistant - Freelance, Remote

Department: Specialized Roles

Employment Type: Full Time

Location: Global+

Reporting To: Client via Magic

Compensation: $9.00 / hour

About the ClientOur client is a fast-growing, technology-enabled mortgage brokerage serving diverse homebuyers and homeowners across multiple U.S. states. They focus on delivering a streamlined, organized, and highly communicative loan experience for both clients and partners. With a bilingual (English/Spanish) client base, they emphasize efficiency, accuracy, and customer care at every step of the mortgage process.
Why does this role exist?The client’s three-person processing team is at capacity, creating bottlenecks that limit loan throughput and cause overflow into evenings and weekends. This role exists to take ownership of end-to-end file coordination—collecting documents, preparing complete submissions, and proactively communicating updates—so the pipeline moves without stalls. By adding a reliable, bilingual processor on Eastern hours, the team can scale volume while maintaining a smooth borrower experience.

The Impact you’ll make

Document collection and coordination

• Request, collect, and track borrower documents (IDs, income/asset docs, disclosures) against lender checklists
• Prepare and submit complete loan files to underwriters/lenders
• Update and maintain loan pipeline/status in Monday.com

File preparation and submission

• Assemble complete, compliant loan packages for submission to lenders/underwriters
• Submit files via lender portals/email and log submissions and milestones
• Track and clear conditions by coordinating with borrowers and internal team

Communication and client service

• Communicate file updates between borrowers, lenders, and the internal team.

Team collaboration and compliance

• Coordinate daily with the broker/owner and the existing processing team to align on priorities
• Follow established SOPs and lender requirements; handle borrower data with discretion and confidentiality
• Recommend small process improvements that increase speed and accuracy

Skills, Knowledge and Expertise

Required:

• Strong spoken English and Spanish
• Comfortable and confident making calls to borrowers and lenders; client-friendly phone presence
• Availability Monday–Friday, 11am–7pm Eastern (40 hours/week)
• Highly organized and detail-oriented; able to manage multiple files and follow structured workflows
• Proven written communication skills for clear, concise borrower and lender updates

Your superpowers are...

• Technical: Document coordination, pipeline tracking, and task management; proficiency with Monday.com or similar boards/CRMs; basic understanding of loan file components and lender conditions
• Communication: Clear, empathetic bilingual (English/Spanish) phone and email communication; expectation-setting and proactive follow-ups
• Work style: Ownership mindset, urgency, reliability, and consistent follow-through; high attention to detail and data accuracy; discretion with sensitive information
• Collaboration: Team player who aligns with broker and processors while working independently with minimal supervision

WFH Set-Up:

• Computer with at least 8GB RAM, an Intel i5 core processor/AMD Ryzen 5 Processor and up.
• Internet speed of at least 40MBPS
• Headset with an extended mic that has noise cancellation and a webcam
• Back-up computer and internet connection
• Quiet, dedicated workspace at home

You should apply if...

• You enjoy running the back-end of mortgage files, love checklists, and take pride in preventing delays
• You’re energized by phone-based borrower/lender coordination and can communicate comfortably in both English and Spanish
• You thrive in a structured, fast-moving workflow and proactively surface risks before they become issues
• You want a long-term role supporting a growing brokerage during U.S. Eastern business hours

What to expect...

• Work-from-home setup: Reliable internet, quiet workspace, and professional calling environment required
• Working hours: Full-time, Monday–Friday, 11am–7pm Eastern
• Compensation: $9/hour

Work Setup:

• Remote position
• Must have a reliable internet connection and a quiet workspace
• Required to provide own computer with Intel Core i5 or something similar or higher operating system

Working Hours:

• 40 hours per week
• Monday–Friday, 11:00 am–7:00 pm EST

Compensation:

• $9 per hour
• No benefits package included

Benefits