Lending Operations Specialist

Leveridge; United States; Remote; USD 60,000 - 80,000; Full time

Job summary

A forward-thinking real estate firm is seeking a motivated individual for mortgage origination. The role involves handling warm loan files, guiding clients through applications, and contributing to an innovative AI platform. Enjoy direct mentorship from a top industry producer in a supportive environment focused on growth and trust. Ideal for those looking to thrive in a dynamic setting.

Benefits

Direct mentorship from industry leaders

Unique internal lead generation opportunities

Career growth and licensing support

Qualifications

• Experience in mortgage origination or processing (assistant/LOA background a plus).
• NMLS & DRE licensed (preferred, not required).
• Independent, reliable, and thrives without micromanagement.

Responsibilities

• Handle warm, advisor-fed loan files.
• Collect borrower docs, interpret underwriting guidelines, and prep files for submission.
• Guide clients and advisors through applications, disclosures, and funding.

Skills

Mortgage origination

Strong communication skills

Organizational skills

Job description

Overview

We’re Leveridge — the planning-first real estate partner for financial advisors. Every loan you touch here is warm, advisor-introduced, and tied to a client’s bigger financial plan. No cold calling. No rate-shopping churn.

You’ll work directly with Rick Sanchez — a mortgage professional with 15+ years of experience. Rick was consistently a top producer at major banks, ranked in the Top 250 NAHREP, and listed in the Top 1% of the Scotsman’s Guide. He’s been there, done that — and is now building something bigger than mortgage origination. This is your chance to learn directly from him while helping build the infrastructure for the future of real estate planning.

What You’ll Do

• Handle warm, advisor-fed loan files (1–4 unit residential, 50/50 conventional & non-QM).
• Collect borrower docs, interpret underwriting guidelines, review tax returns, and prep files for submission.
• Guide clients and advisors through applications, disclosures, and funding with clear updates.
• Problem-solve issues, communicate with third parties, and keep loans moving to close.
• Contribute workflow feedback to help shape Leveridge’s proprietary AI-driven real estate strategist.

What We’re Looking For

• Experience in mortgage origination or processing (assistant/LOA background a plus).
• NMLS & DRE licensed (preferred, not required).
• Strong communication and organizational skills.
• Independent, reliable, and thrives without micromanagement.
• Excited to contribute to a growing business and learn the full origination process.

Compensation

• Base + performance bonuses.
• Advisor-fed warm pipeline (no cold prospecting).
• Optional upside: Bring your own business → earn higher comp.
• Unique, proprietary internal lead generation — with growth potential beyond mortgage.

Why You’ll Love It

• Direct mentorship from Rick Sanchez — one of the top producers in the country.
• Advisor-first model — part of a bigger financial plan, not just a rate quote.
• High trust environment — no politics, no micromanaging.
• Career growth — licensing support, mentorship, and the chance to help shape our AI-powered real estate strategist platform.

Future Growth

We’re building the AI real-estate strategist for financial advisors — auto-ingesting property/tax/investment docs, generating trade-off scenarios in minutes, and coordinating execution.

Day one = ~70–80% loan execution + file support, ~20–30% workflow and product feedback. As we scale, the strategy share grows.