Junior Loan Officer (Job ID: ZACGOL1)

We’re Hiring: Junior Loan Officer / Client Support VA

IMPORTANT - Watch this quick Loom video on how to get hired: https://www.loom.com/share/345f776084e642ba99c24aabe40a67a0 C1 ENGLISH LEVEL IS REQUIRED, THE SELECTED CANDIDATE WILL BE SPEAKING STRICTLY IN ENGLISH DURING THEIR WHOLE SHIFT. PLEASE SUBMIT YOUR RESUME AND AUDIO RECORDING IN ENGLISH

Job Information Job Title: Junior Loan Officer / Client Support VA Job ID: ZACGOL1 Industry: Mortgage Location: LATAM – Colombia preference Job Status: Full Time Work Schedule: Monday to Friday 8:00 AM – 5:00 PM Pacific Time Compensation: $8 – $10 per hour Target Start Date: ASAP

Role Overview About the Client: The client is a premier mortgage lending firm based in Irvine, California, specializing in high-touch, personalized home-financing experiences. They combine modern fintech speed with boutique-level care. As they expand cross-border lending operations, particularly in Costa Rica, they are seeking a high-caliber professional to serve as the bridge between sales and operations teams. About the Role: This is not a routine administrative position. The Junior Loan Officer / Client Support VA will play a critical role in managing client relationships, maintaining CRM integrity, and coordinating complex documentation. This role is designed as a growth opportunity, with a clear pathway toward becoming a full Loan Officer for high-performing professionals who demonstrate ownership, discipline, and strong client-facing skills.

Key Responsibilities • Serve as a primary point of contact for borrowers from initial sales contact through loan closing • Conduct professional, consultative conversations to gather borrower data and explain documentation requirements • Manage high-volume outreach to medium- and low-intent leads with professionalism and clarity • Build and maintain relationships with Costa Rica-based real estate agents and referral partners • Collect and organize borrower income verification, asset statements, and property documentation • Cross-check documents against submission requirements and verify accuracy across applications • Coordinate with Operations to secure required closing documents such as HOA questionnaires and powers of attorney • Proactively monitor loan file status to resolve bottlenecks and ensure timely closings • Maintain accurate and detailed CRM updates (e.g., HubSpot) after every client interaction • Support Loan Officers with calendar management and internal coordination

Qualifications & Skills • C1 or near-native fluency in English (spoken and written) required • Spanish proficiency strongly preferred for Costa Rica operations • 1–3 years of experience in mortgage operations, loan processing, LOA roles, or high-level financial sales support • Strong conversational maturity and confidence when speaking with U.S.-based clients and stakeholders • Ownership mentality with the ability to manage files independently without constant supervision • Highly organized with a Type A mindset and strong pipeline management discipline • Proficient in Google Workspace and/or Microsoft 365 • Experience using CRM systems such as HubSpot • Strong attention to detail and commitment to data accuracy • Reliable high-speed internet, professional-grade headset, and a quiet, dedicated home office

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