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Job Ad — Loan Processor / Client Success (Part-Time, Remote)
Curated from source
Attention to Detail
Sales
English Proficiency
CRM
Google Workspace
Real Estate
About the Role
Venture Estate Group is a New York-based hard money lending brokerage. We help US real estate investors close fix-and-flip, DSCR, and bridge loans across the country. We're growing fast and need a sharp processor to own deals from term sheet to closing.
WHAT YOU'LL DO:
- Manage 5-10 active loan files at a time
- Collect and verify borrower documents (ID, credit, bank statements, entity docs, insurance)
- Order appraisals, coordinate title and insurance
- Talk to US real estate investors daily — explain what's needed and keep them calm
- Coordinate with lender underwriters to push files to Clear to Close
- Update our CRM (Close) after every interaction
WHAT WE NEED FROM YOU:
- Clear, natural English — you'll be on the phone with US investors
- Obsessed with finance — you follow markets, read about lending, want to master this industry
- Sales instinct — you can explain a tough situation and turn it into a "yes"
- Detail-obsessed — you catch missing signatures, wrong dates, mismatched entities
- AI-fluent — you use ChatGPT/Claude to work faster, not slower
- Reliable US hours — 20 hours/week, 9am-1pm EST Monday-Friday
BONUS (not required):
- Real estate, mortgage, or lending experience
- Familiarity with Close CRM, Zapier, Google Workspace
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