Remote Mortgage Loan Processing & CRM Coordinator

Better Mortgage; Council Bluffs (IA); Hybrid; USD 50,000 - 70,000; Full time

Benefits offered by this job

Competitive compensation

Healthcare and retirement benefits

Flexible PTO

Remote and hybrid work options

Mental health support services

Job summary

Better Mortgage is seeking a detail-oriented individual to join as a Mortgage Advisor. The role involves following up with leads, assisting borrowers in completing applications, and managing documentation for loan approvals.

The ideal candidate will have excellent organizational and communication skills, with a minimum of a high school diploma. This position offers competitive compensation, comprehensive benefits, and flexible work arrangements.

Qualifications

• Strong attention to detail and organizational skills.
• Excellent verbal and written communication.
• Ability to prioritize tasks and meet deadlines.
• Strong interpersonal and teamwork skills.
• Self-motivated with high personal energy.

Responsibilities

• Follow up with new leads and schedule initial consultations.
• Collect borrower information and help complete loan applications.
• Send documentation requests and follow up until files are complete.
• Review and organize documents before submitting files for pre-approval.
• Provide updates to referral partners during the early stages of the loan process.
• Help manage the Mortgage Advisor’s calendar and communications.
• Track lead and pipeline activity in the CRM.

Skills

Attention to detail

Organizational skills

Verbal communication

Written communication

Interpersonal skills

Teamwork

Education

High school diploma or equivalent

Coursework in finance or related field

Job description

Better Mortgage is seeking a detail-oriented individual to join as a Mortgage Advisor. The role involves following up with leads, assisting borrowers in completing applications, and managing documentation for loan approvals.

The ideal candidate will have excellent organizational and communication skills, with a minimum of a high school diploma. This position offers competitive compensation, comprehensive benefits, and flexible work arrangements.