Loan Officer Assistant

Leveridge; United States; Remote; USD 10,000 - 60,000; Full time

Job summary

A mortgage origination company is seeking a Mortgage Professional to work directly under an experienced mentor. This role offers a unique advisor-first model, where loans are warm and introduced by financial advisors. You will manage loan files, guide clients, and contribute to innovative workflow processes, all in a supportive environment designed for career growth.

Benefits

Direct mentorship from Rick Sanchez

Career growth opportunities

High trust environment

Qualifications

• Experience in mortgage origination or processing is required.
• Excited to contribute to a growing business and learn the full origination process.
• Strong skills in communication and organization.

Responsibilities

• Handle warm, advisor-fed loan files and prep for submission.
• Guide clients through applications and funding with clear updates.
• Communicate with third parties to keep loans moving.

Skills

Mortgage origination or processing experience

Strong communication skills

Organizational skills

Independent and reliable

Education

NMLS & DRE licensed

Job description

Most mortgage jobs look the same: grind through cold leads, fight over rates, and get treated like just another cog under a “top producer.”

This is different.

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.