Loan Officer Assistant

 We are looking for a reliable, proactive, and highly organized Loan Officer Assistant to support a Loan Officer with daily administrative, client communication, scheduling, and loan pipeline coordination. The ideal candidate is comfortable working with borrowers, real estate partners, and internal team members while keeping tasks, appointments, and loan-related information organized and up to date.

Key Responsibilities:
- Assist the Loan Officer with daily administrative and operational tasks.
- Manage and update tasks and information in Monday.com.
- Monitor loan pipeline activities and follow up on outstanding tasks.
- Coordinate appointments, meetings, and closing schedules.
- Manage calendar events, reminders, and follow-ups.
- Communicate with borrowers, real estate agents, title companies, and other partners through WhatsApp and email.
- Draft professional and grammatically correct emails in English.
- Send document requests, follow-ups, status updates, and reminders.
- Help organize loan documents and ensure requested items are properly tracked.
- Follow up with borrowers and third parties to help keep transactions moving.
- Assist with travel, meeting coordination, vendor follow-ups, and other administrative or personal tasks as needed.
- Maintain confidentiality and professionalism when handling client and loan information.

Requirements:
- Previous experience as a Loan Officer Assistant, Mortgage Assistant, Executive Assistant, or similar administrative role is preferred.
- Experience in the mortgage or real estate industry is a strong advantage.
- Excellent spoken and written English.
- Strong organizational and follow-up skills.
- Experience using Monday.com or similar project management/CRM platforms.
- Proficient with WhatsApp and email communication.
- Strong attention to detail.
- Able to manage multiple priorities and deadlines.
- Proactive and able to work independently.
- Comfortable working during US business hours.

Ideal Candidate:
- Organized, dependable, responsive, and proactive.
- Ability to stay ahead of the Loan Officer's schedule.
- Ability to communicate professionally with clients and partners.
- Ability to ensure daily tasks and follow-ups are completed on time.
- Mortgage or real estate experience is a plus.
- Strong administrative and communication skills are essential.