Overview

Our client is looking for a Loan Officer Assistant (Encompass) to act as the right hand to a licensed loan officer within a premier US-based mortgage lending company handling $1.7 billion in monthly loan volume. In this role, you will eliminate administrative bottlenecks by taking ownership of post-application workflows, document management, loan submissions, and pipeline tracking. Operating seamlessly via VPN, you will execute templated processes to keep deals moving efficiently from application through underwriting. This is an incredible opportunity to join a high-volume lender as they expand nationwide across nine new states.

Schedule:

• Mon-Fri 4 hours per day (specific hours to be determined) Pacific Time

Responsibilities

• Prepare and send loan submission emails using provided templates and loan officer direction via instant messenger
• Monitor the loan officer's email inbox for incoming stipulations including W2s, tax returns, pay stubs, homeowner's insurance declarations, and utility bills
• Download and organize incoming borrower documents into properly structured folders
• Upload all required documents to the E-folder within Encompass loan origination software for underwriter and processing team access
• Update the loan officer's personal Excel pipeline spreadsheet with current loan status and activity
• Access Encompass software via VPN to retrieve borrower social security numbers and dates of birth for application completion
• Complete loan applications in Encompass based on information provided by the loan officer for final review
• Respond to task notifications and communicate completion status through instant messaging channels

Requirements

• Proficiency with document management systems and ability to organize files systematically
• Strong attention to detail when handling sensitive financial documents
• Comfortable learning loan origination software and following templated workflows
• Reliable high-speed internet connection capable of supporting VPN access throughout work hours
• Ability to work independently with minimal supervision once trained on processes
• Excellent written communication skills for instant messenger coordination
• Willingness to work Pacific Time zone hours

Nice-to-Have Requirements:

• Bonus if you have previous experience in US mortgage lending or loan processing
• It helps if you are familiar with Encompass loan origination software
• Bonus if you have worked with borrower stipulation documents like W2s, pay stubs, or tax returns
• It helps if you have experience supporting sales professionals in administrative capacities

Independent Contractor Perks

• Permanent work from home
• Immediate hiring

Note

Please click the "APPLY" button to complete your application, including the assessment questions, technical check, and voice recording. Your hourly pay rate will be established based on your performance in the application process; submissions with all requirements fulfilled will receive priority review.

One application, multiple possibilities: When you apply, our team reviews your background against all current openings, not just this one! If a different role fits your skills, we'll get in touch! We also encourage you to keep exploring our job board and apply directly to any position that excites you.