Loan Officer Assistant

Leverage Companies; Newark (NJ); Remote; USD 40,000 - 60,000; Full time

Job summary

Leverage Companies is seeking a remote Loan Officer Assistant to support U.S. Loan Officers in efficient loan processing. Applicants should have a Bachelor's degree, relevant experience, and strong organizational skills. The role involves documentation management, communication coordination, and support for backend workflows, critical for a seamless client experience.

Qualifications

• 1-3 years of professional experience in loan processing or financial services.
• Ability to work independently in a remote setting with U.S. hours.
• Experience in U.S.-based mortgage or lending environments is a plus.

Responsibilities

• Support U.S. Loan Officers in managing loan files from application to close.
• Handle documentation collection and ensure compliance and completeness.
• Act as liaison between internal and closing teams for loan lifecycle.

Skills

Organizational Skills

Attention to Detail

Written Communication

Verbal Communication

Proficiency with Google Workspace

Proficiency with Microsoft Office

Education

Bachelor’s degree in business administration, finance, or a related field

Tools

CRM platforms (Salesforce, etc.)

Job description

Leverage Companies is a dynamic real estate private equity platform on a mission to create millionaires through real estate. We operate a vertically integrated ecosystem made up of three synergistic businesses:

• Leverage Media – Our education and content platform that equips everyday investors with the knowledge, frameworks, and confidence to build wealth through real estate and entrepreneurship.
• Leverage Homes – Our acquisitions arm, focused on sourcing, evaluating, and monetizing residential investment properties through wholesale, fix-and-flip, and rental strategies.
• Brick City Capital – Our private lending business, providing fast and flexible capital to real estate investors nationwide with a focus on DSCR and business-purpose loans.

Founded six years ago and proudly headquartered in Newark, NJ, we are scaling rapidly and building a world-class team committed to operational excellence, bold growth, and long-term impact.

Position Overview:

We are seeking a detail-oriented and proactive Loan Officer Assistant based in India to provide high-level operational and administrative support to our U.S.-based Loan Officers. This remote role is critical to ensuring a smooth and timely loan processing experience for our clients. You will be responsible for managing documentation, coordinating communications, and supporting backend workflow— without involvement in sales or client origination.

Key Responsibilities:

• Support U.S. Loan Officers in organizing, tracking, and maintaining loan files from application to close.
• Handle documentation collection, review, and internal system uploads to ensure compliance and completeness.
• Act as a liaison between internal underwriting, processing, and closing teams to facilitate next steps in the loan lifecycle.
• Monitor and manage email communications, follow-up tasks, and operational checklists.
• Perform data entry, status updates, and loan file audits within CRM and LOS platforms.
• Prepare summaries and reports to assist the U.S. team with borrower updates and internal coordination.
• Stay up to date on company policies, underwriting guidelines, and U.S. loan documentation standards.
• Support process improvement initiatives and help document SOPs for repeatable loan support functions.

Qualifications:

• Bachelor’s degree in business administration, finance, or a related field.
• 1–3 years of professional experience in loan processing, financial services, or administrative operations.
• Exceptional organizational skills and high attention to detail.
• Excellent written and verbal English communication skills.
• Proficiency with productivity tools such as Google Workspace, Microsoft Office, and CRM platforms (Salesforce, etc.)
• Experience working in U.S.-based mortgage or lending environments is a plus.
• Ability to work independently in a remote, fast-paced setting with overlapping U.S. hours (at least 4 hours/day).