Loan Operations Coordinator

hace 3 semanas


Bogotá, Bogotá D.E., Colombia Sagan A tiempo completo

**Company Overview**

Sagan is a platform that bridges the gap between global talent and US-based businesses, connecting candidates from vibrant regions with leading American companies.

 

**Job Summary**

The Loan Associate supports US-based loan processors by managing critical tasks for efficient loan operations. This role suits bilingual professionals with experience in mortgages, accounting, or finance, and a strong customer service background.

 

**Key Responsibilities**

• Customer Interaction: Handle high volumes of phone calls (English and Spanish) to address inquiries and troubleshoot mortgage-related issues with a sense of urgency.

• Pipeline Management: Assist in managing the loan processing pipeline, collect and organize client documents, and facilitate the seamless transition of loan files to subsequent stages.

• Administrative Tasks: Order necessary documents relating to the loan, upload them to the CRM once complete, ensure loan files meet established checklists, calculate income using standardized documentation, and manage data across tools like Salesforce, Airtable, Notion, and lender portals.

• System Management: Consistently keep CRM and loan platforms up to date on a regular basis.

 

**Requirements and Qualifications**

Language Proficiency: Fluent in English and Spanish.

Experience: Background in mortgages, underwriting, accounting, or call center customer service.

Technical Skills: Proficiency in G-Suite and Microsoft Office.

Other Skills: Excellent communication, attention to detail, strong time management, proactive approach, ability to prioritize urgent tasks.

 

**Benefits**

This is an independent contractor position with a salary range of $1800 USD per month. The work schedule is Monday - Friday, 9:00 AM to 5:00 PM (EST). Discover a world of career possibilities with Sagan.

 

**About the Company**

Sagan represents a company focused on providing exceptional financial services to its clients by supporting loan processing and management. We value detail-oriented professionals who can ensure smooth and efficient loan operations.



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