Loan Operations & Strategic Deal Coordinator

Company: Confidential (U.S.-Based Private Lending Firm)
Location: Remote (US Eastern Standard Time)
Compensation: Based on experience

The Opportunity

A fast-paced U.S.-based private loan brokerage specializing in investor-purpose real estate loans (DSCR, Fix & Flip, and Bridge) is seeking a top 1% operator—someone who is over-qualified for standard "VA" work and wants to build a career in the high-stakes U.S. finance industry.

The Mission

You will be the bridge between borrowers and lenders. You are not just an "admin"—you are a Deal Coordinator. Your role is to take raw loan applications, organize complex financial data, and “sell” the deal to lender partners by drafting compelling, professional deal narratives.

Key Responsibilities

Deal Narrative & Pitching

Review deals and draft professional summaries
Clearly articulate why a deal is fundable (e.g., borrower experience, property strength, market conditions)

Pipeline Management

Take full ownership of loan files from initial application to closing
Manage systematic checklists for DSCR and Bridge loans
Ensure all conditions are tracked, updated, and completed

CRM Data Integrity

Maintain 100% accuracy within the CRM (built on GoHighLevel)
Ensure every lead, task, and update is properly logged

Speed to Lead

Maintain extreme responsiveness
Act as first responder to borrower and lender communication
Target response time: within 10 minutes during business hours

Third-Party Coordination

Coordinate and track:
- Property reports
- Appraisals
- Title
- Insurance documentation

Qualifications (Aptitude Over Experience)

Fluent English Communication (Non-Negotiable)

Near-native verbal fluency for phone-based communication
Elite written English for professional deal narratives

Logical & Financial Reasoning

Comfortable working with:
- DSCR
- LTV
- Debt ratios
- Interest calculations

High-Intensity Work Ethic

Thrives in fast-paced, high-pressure environments
Maintains accuracy across multiple active deals

Technical Savviness

Quick to learn new systems (CRM, LOS, document management tools)
Strong digital organization skills

Critical Requirements (Non-Negotiables)

Exclusivity

100% dedicated role
No freelance work or side clients permitted

Work Environment

Professional home office
Noise-canceling headset
High-speed internet + backup power

Schedule

Fully available between 09:00 – 17:00 US Eastern Time

Mandatory Screening Questions

Please include answers to the following:

Math/Logic Test:
A borrower wants a $1,000,000 loan. The property generates $10,000 in monthly rent. The total monthly expenses (Tax, Insurance, Interest) are $8,000.
→ What is the ratio of Rent to Expenses?

Writing Sample:
In 4 sentences, explain why a bank should lend to a borrower with a low credit score but 50 rental properties.

Experience:
What loan types have you worked with (DSCR, Conventional, Hard Money, etc.)?

Systems:
Which CRM or Loan Origination Systems have you mastered?

Availability:
Confirm you are willing to work the 9–5 EST shift and have no other professional commitments.

Application Instructions

To be considered, start the first line of your application with:
“AssetPoint Fulfillment Pro”

Submit:

Resume
Answers to the screening questions

Top applicants will be asked to complete a short loan file review exercise.

Loan Operations & Strategic Deal Coordinator - 18794