About this role
This is a full-time, long-term remote loan processing role supporting a fast-paced U.S. lending and mortgage operation. You would manage multiple active loan files from application through closing: collecting and reviewing borrower documentation, interpreting lender and underwriter conditions, and following up persistently with borrowers, lenders, appraisers, insurance providers and title companies. The role needs someone who can look at a loan file, identify what is outstanding, determine the next action and execute it without waiting for direction. Day to day that means reviewing and organizing documents such as bank statements, income records, entity documents and insurance, translating underwriting conditions into clear borrower requests, making frequent outbound calls and professional emails, coordinating appraisal scheduling and title or insurance updates, and tracking every outstanding condition across the pipeline. You would be expected to spot potential delays before they affect closing timelines and keep internal stakeholders informed. Prior U.S. mortgage or commercial loan processing experience is preferred, but strong transferable backgrounds in banking operations, financial services or real estate finance will also be considered, and the role is open to candidates without direct mortgage experience who show excellent critical thinking, communication and organizational skills. The team uses HubSpot, Adobe Acrobat and eSign, OneDrive and a custom loan-tracking platform, so comfort learning new tools quickly is essential.
What you’ll do
- Manage multiple active loan files from application through closing
- Collect, review and organize borrower documentation such as bank statements, income records, entity documents and insurance
- Translate lender and underwriter conditions into clear borrower requests
- Make frequent outbound calls and send professional emails to borrowers
- Coordinate third-party requirements such as appraisal scheduling and title or insurance updates
- Track every outstanding condition across the pipeline
- Identify potential delays before they affect closing timelines
- Keep internal stakeholders informed on file status
What we’re looking for
- Loan file management and pipeline tracking, or strong transferable file or case management experience
- Borrower or client documentation collection and follow-up
- Reviewing requirements or conditions and communicating exactly what is needed
- Outbound calling and email communication, including difficult conversations
- Coordinating with lenders and third parties such as appraisers, title companies and insurance providers
- Strong written and spoken English
- Excellent organization and attention to detail
- Critical thinking and problem-solving
- Working independently with minimal supervision across many active files
- Comfort learning new software and platforms quickly
Nice to have
- Residential or commercial mortgage processing experience
- Experience interpreting underwriting conditions
- DSCR loan or investment-property lending experience
- Commercial real estate loan experience
- Coordinating appraisals, title and closing requirements
- Communicating with U.S. borrowers
- HubSpot (CRM and calling)
- Adobe Acrobat and Adobe eSign
- OneDrive document management
- A loan officer assistant or mortgage loan coordinator background
About F5 Global Talent
F5 Global Talent is a people-first company that hires experienced professionals and places them in long-term, fully remote roles with leading U.S. companies. We are your direct employer of record — we handle payroll, equipment, HR, and ongoing support, so you can focus on doing your best work. To date we have placed 500+ professionals, and 98% remain with their role past the first 90 days.