Mortgage Processing Assistant - Freelance, Remote

About the Client Our client is a fast-growing, technology-enabled mortgage brokerage serving diverse homebuyers and homeowners across multiple U.S. states. They focus on delivering a streamlined, organized, and highly communicative loan experience for both clients and partners. Why does this role exist? The client’s three-person processing team is at capacity, creating bottlenecks that limit loan throughput and cause overflow into evenings and weekends. This role exists to take ownership of end-to-end file coordination—collecting documents, preparing complete submissions, and proactively communicating updates—so the pipeline moves without stalls. By adding a reliable, bilingual processor on Eastern hours, the team can scale volume while maintaining a smooth borrower experience. The Impact you’ll make Document collection and coordination Request, collect, and track borrower documents (IDs, income/asset docs, disclosures) against lender checklists Prepare and submit complete loan files to underwriters/lenders Update and maintain loan pipeline/status in Monday.com File preparation and submission Assemble complete, compliant loan packages for submission to lenders/underwriters Submit files via lender portals/email and log submissions and milestones Track and clear conditions by coordinating with borrowers and internal team Communication and client service Communicate file updates between borrowers, lenders, and the internal team. Team collaboration and compliance Coordinate daily with the broker/owner and the existing processing team to align on priorities Follow established SOPs and lender requirements; handle borrower data with discretion and confidentiality Recommend small process improvements that increase speed and accuracy Skills, Knowledge and Expertise Required: Comfortable and confident making calls to borrowers and lenders; client-friendly phone presence Availability Monday–Friday, 11am–7pm Eastern (40 hours/week) Highly organized and detail-oriented; able to manage multiple files and follow structured workflows Proven written communication skills for clear, concise borrower and lender updates Your superpowers are... Technical: Document coordination, pipeline tracking, and task management; proficiency with Monday.com or similar boards/CRMs; basic understanding of loan file components and lender conditions Communication: Clear, empathetic phone and email communication; expectation-setting and proactive follow-ups Work style: Ownership mindset, urgency, reliability, and consistent follow-through; high attention to detail and data accuracy; discretion with sensitive information Collaboration: Team player who aligns with broker and processors while working independently with minimal supervision WFH Set-Up: Computer with at least 8GB RAM, an Intel i5 core processor/AMD Ryzen 5 Processor and up. Internet speed of at least 40MBPS Headset with an extended mic that has noise cancellation and a webcam Back-up computer and internet connection Quiet, dedicated workspace at home You should apply if... You enjoy running the back-end of mortgage files, love checklists, and take pride in preventing delays You’re energized by phone-based borrower/lender coordination and can communicate comfortably. You thrive in a structured, fast-moving workflow and proactively surface risks before they become issues You want a long-term role supporting a growing brokerage during U.S. Eastern business hours What to expect... Work-from-home setup: Reliable internet, quiet workspace, and professional calling environment required Working hours: Full-time, Monday–Friday, 11am–7pm Eastern Compensation: $7/hour Work Setup: Remote position Must have a reliable internet connection and a quiet workspace Required to provide own computer with Intel Core i5 or something similar or higher operating system Working Hours: 40 hours per week Monday–Friday, 11:00 am–7:00 pm EST Compensation: $7 per hour No benefits package included Benefits