Loan Officer Assistant

Astéri Nord; Miami (FL); On-site; USD 45,000 - 65,000; Full time

Job summary

Astéri Nord is seeking an on-site Operations Specialist to serve as the operational backbone for Loan Officers in our Miami, FL office. You will ensure files progress smoothly, provide timely borrower support, and uphold compliance across documents.

The role focuses on freeing Loan Officers from admin tasks, enabling growth while maintaining speed and transparency. Fluency in English and Spanish is required to collaborate with diverse clients and internal teams.

Qualifications

• Bilingual fluency in English and Spanish is required.
• Strong CRM and LOS data entry skills with attention to detail.
• Excellent written and verbal communication; client-service mindset.

Responsibilities

• Maintain ≥95% on-time task completion and ≤2 hours response time to inquiries.
• Ensure 100% accuracy in CRM & LOS data entry and keep pipeline up-to-date.
• Achieve ≥98% documentation accuracy and ensure audit/compliance passes.
• Gather borrower docs, manage follow-ups, and provide structured file updates.
• Maintain ≥90% stakeholder satisfaction and minimal escalation rates.
• Identify bottlenecks, resolve issues, and escalate with full context.

Skills

Bilingual English/Spanish

CRM proficiency

LOS (Arive) proficiency

Microsoft Office

Attention to detail

Client service mindset

Communication

Tools

Arive LOS

CRM platforms

Job description

On behalf of our client—a fast-growing mortgage broker based in Miami, FL, specializing in properties ranging from affordable homes to low high-end —we are seeking someone who serves as the operational backbone for the Loan Officers, ensuring every file moves forward smoothly, every borrower receives timely support, and every document meets compliance standards. You won’t be the face of the deal, but you’ll be the reason it closes on time.

This role is ideal for someone who finds fulfillment in helping others succeed, values structured processes, and enjoys contributing to a high-performing team where every detail matters.

One of the objectives of this role to free Loan Officers from administrative burdens, allowing them to focus 100% on business development, relationship building & closing deals. This role directly scales the loan volume without compromising the brand promise of speed & transparency.

100% on-site job and requires a bilingual English/Spanish candidate

KEY RESULTS AND RESPONSIBILITIES

• Maintain a ≥ 95% on-time task completion rate & ensure a ≤ 2 hours average response time to all inbound borrower, realtor & internal inquiries.
• Achieve 100% accuracy in CRM &LOS (Arive) data entry, ensuring all pipeline stages, notes & follow-ups are meticulously updated daily to support accurate forecasting & team operations.
• Attain a ≥ 98% documentation accuracy rate & a 100% audit/compliance pass rate by thoroughly auditing files for completeness, accurately labeling documents & ensuring all conditions are cleared before underwriting submission.
• Proactively gather borrower documentation, manage client follow-ups & provide structured file updates to reduce Loan Officer response time and directly contribute to the team's ability to scale loan volume.
• Maintain a ≥ 90% stakeholder satisfaction score (NPS 9/10 or higher) from borrowers, realtors & internal teammates, ensuring zero customer complaints.
• Keep escalation rates at ≤ 5% by proactively identifying bottlenecks, resolving issues calmly & escalating exceptions to the Loan Officer or Operations Manager with full context & documentation.

SKILLS AND BEHAVIORS

• Fluency in English and Spanish with excellent written & verbal skills
• High proficiency in CRM platforms, LOS (specifically Arive) & Microsoft Office. Ability to maintain strict system hygiene and workflow discipline.
• Exceptional attention to detail
• Commitment to client service
• Meticulous approach to document labeling, categorization & compliance auditing. Do things right, not just fast.
• Proactivity & communication skills. Ability to set clear expectations with borrowers & realtors regarding timelines & document needs without being overly aggressive.
• Help others succeed. Acts as a supportive team player who anticipates the needs of Loan Officers & makes their work easier.
• Accountability for file progression, task completion & deadlines supported by disciplined planning and follow-up habits
• Commitment to continuous learning, staying up to date on mortgage documentation, platform updates, and compliance standards
• Uncompromising commitment to compliance and data privacy, handling sensitive consumer financial information with discretion and integrity