The Role
Coordinate end-to-end mortgage file processing: collect and track borrower documents, assemble and submit complete loan packages to lenders/underwriters, update pipeline in Monday.com, clear conditions by coordinating with borrowers and team, and communicate status updates while following SOPs and compliance requirements.
Summary Generated by Built In
About the Client
Our 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
About
Magic has connected top remote talent with fast-growing businesses for over 10 years.Founded in San Francisco in 2015, we now have thousands of remote workers around the world. Magic is backed by Sequoia Capital and Y Combinator.
Skills Required
- Bilingual spoken English and Spanish
- Comfortable and confident making borrower and lender phone calls; client-friendly phone presence
- Availability Monday-Friday, 11:00am-7:00pm Eastern (40 hours/week)
- Highly organized and detail-oriented; manage multiple files and follow structured workflows
- Proven written communication skills for clear, concise borrower and lender updates
- Proficiency with Monday.com or similar boards/CRMs
- Basic understanding of loan file components and lender conditions
- Follow established SOPs and lender requirements; handle sensitive borrower data with discretion
- Computer with at least 8GB RAM and Intel i5 / AMD Ryzen 5 or better
- Internet speed of at least 40MBPS and reliable connection (backup connection recommended)
- Headset with noise-cancelling mic and webcam
- Quiet, dedicated work-from-home workspace
- Ownership mindset, urgency, reliability, and consistent follow-through
- Team player who can work independently and align with broker and processing team
Am I A Good Fit?
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The Company
What We Do
Magic is a frictionless way to plug in thoroughly vetted, cost-effective remote workers, to help scale your key business functions. Through a combination of automation and active work, we tap into our network of vetted remote workers who handle tasks from virtual assistance and customer service to sales lead generation and scheduling across various team members—like magic.
