Loan Officer Assistant Job at GoRascal, Remote

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  • GoRascal
  • Remote

Job Description

Do you love helping people achieve homeownership but prefer working behind the scenes rather than chasing new leads? If so, this position may be perfect for you. We’re hiring a Licensed Front-End Loan Partner to manage clients from initial inquiry through pre-approval and contract. This hybrid LP1/LP2 role is critical to ensuring a smooth, efficient, and client-focused mortgage process. You’ll work closely with our loan officer to prep files, structure loans creatively, and maintain a clean and organized pipeline—all while building strong relationships with borrowers, Realtors, and attorneys. This position has a base salary and also pays a per-file bonus. This position also allows you to originate and get compensated for your own closings. Responsibilities: Leads & Intake (LP1 Focus) • Contact all new leads within 1 hour (or as directed) • Complete Intake Form and Set Loan Consult • Gather documents and prep file for the Loan Officers' review • Maintain CRM (Monday.com) and lead tracker • Set and confirm loan consultations for the Loan Officer • Handle unqualified leads as directed Loan Support (LP2 Focus)• Follow up weekly with “Pre-Approved & Looking” clients • Manage and update the Loan Board daily • Request contracts from attorneys and prep files for submission • Assist with post-consult documentation and updates • Monitor contingencies, closing dates, and timing strategy • Run scenarios and update pre-approvals • Think critically about how to structure loans up front • Complete Monday.com CRM task completion checkbox items Pipeline Management • Track active pre-approvals and contracts • Flag red flags or potential issues for Kei’s review • Research competitive loan products as needed Key Measurements of Success: • 100% of contract files are sent to loan setup within 24 hours • Two 1.5-hour blocks weekly for pre-approved and looking follow ups (Thurs/Fri) • Maintain Strong relationships with clients, Realtors, attorneys, and team • Ensure 80% of leads attend a formal loan consultation with a loan officer Qualifications: • Must have mortgage broker wholesale experience (retail-only experience not sufficient). • Must have experience with United Wholesale Mortgage (UWM) . • Must have experience working on New York loans . • Must have ARIVE (LOS software) experience. • Must hold an active NMLS license . • Minimum 2 years in an LOA, Loan Partner, Processor, or Loan Officer role. • Proficiency with DU/LP/AUS and loan structuring. • Strong credit, income, and asset analysis skills. • Excellent time management, communication, and relationship-building abilities. • Ability to work quickly and accurately in a fast-paced environment. About Company: GoRascal revolutionizes the mortgage industry by combining Scott Valins's deep experience and service-first attitude with David Williams's operational and growth expertise. Together, they foster an innovative environment emphasizing education, positivity, and perseverance. They aim to transform the mortgage experience into a transparent, efficient, and client-centered journey. By instilling a unified service-first culture across their team, GoRascal commits to providing clients with tailored mortgage solutions swiftly and effectively. This approach not only raises the industry standard but also ensures a seamless, positive experience for every client involved, embodying their mission to make the mortgage process more accessible and less daunting for everyone.

Job Tags

Contract work,

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