Offer summary

Qualifications:

Minimum 2 years experience in real estate, banking, or loan processing., Strong English communication skills with a professional phone manner., Experience with CRM systems, preferably Monday.com, and document management systems like Dropbox., Excellent attention to detail and organizational skills..

Key responsibilities:

Process incoming commercial real estate loan requests through various channels.

Create and maintain detailed deal records in the Monday.com CRM system.

Conduct initial client intake calls and build comprehensive loan packages for transactions.

Maintain organized follow-up communication with clients and lenders.

Job description

This is a remote position.

Role Name: Commercial Real Estate Loan Processor

Schedule:

(40 hours/week), Monday to Friday 9am to 6pm EST with 1 hour unpaid break
Client Timezone: EST (Miami-based)

Client Overview

Join a rapidly expanding commercial real estate finance firm specializing in investment property lending and brokerage services. This innovative company handles everything from ground-up construction projects to multi-family developments and warehouse facilities, working with an extensive network of premium lenders. With a proven track record in commercial real estate financing and plans for significant growth, this represents an excellent opportunity to join a dynamic organization at an exciting time.

Job Description

Take ownership of the entire loan processing lifecycle in this dynamic role combining finance expertise with client service excellence. You’ll be the key point person managing commercial real estate loan requests from initial intake through final package distribution, working directly with clients and stakeholders across multiple time zones. This position offers the perfect blend of structured processes and creative problem-solving, as you’ll handle everything from document collection to package creation while maintaining strong client relationships. With the company’s planned expansion, this role offers significant growth potential and the opportunity to shape processes as the team scales.

Responsibilities

Process incoming commercial real estate loan requests through multiple channels (email, phone, web forms)
Create and maintain detailed deal records in Monday.com CRM system
Establish and manage document collection processes using Dropbox
Conduct initial client intake calls following a structured nine-point checklist
Build comprehensive loan packages for commercial real estate transactions
Distribute completed packages to network of 7-10 lending partners
Maintain organized follow-up communication with clients and lenders
Handle basic client interactions for information gathering and updates
Support additional administrative tasks as needed
Contribute to process improvement initiatives as the company scales