Loan Operations & Strategic Deal Coordinator
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.