US Mortgage Administrator / AI Process Monitor

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TYPE OF WORK

Full Time

SALARY

1000

HOURS PER WEEK

40

DATE UPDATED

Dec 2, 2025

JOB OVERVIEW

About PowerBanc Lending.
We are a high-volume, tech-focused mortgage brokerage specializing in FHA Streamlines (for cash flow) and Reverse Mortgages (for wealth build). We use automated direct mail and AI to generate leads. Your role is critical: you are the Human Safety Net and the Concierge Manager for our entire system.

Key Responsibilities (The Operator's Checklist)

1.AI/Voicemail Monitoring (Compliance Focus): Listen to raw call audio (from the IVR and missed calls) and monitor GHL transcripts for errors. Ensure data accuracy and NMLS compliance.

2.Reverse Mortgage "Accelerator": Manage the HUD Counseling workflow. This includes tracking the "Days from Pitch to Counseling Booked" KPI and sending follow-up reminders. (Will launch program in 30 days)

3.Notary Dispatch (Concierge Service): Coordinate with our network of Mobile Notaries to schedule in-home document collection appointments for high-margin Reverse clients (the "Concierge Sign-Up").

4.GHL Pipeline Management: Ensure leads are moved through the correct stages (e.g., AI Verified->Soft Credit Pulled -> Submission).

Submission Support: Prepare initial disclosure packages and documentation for FHA/VA Streamlines to various lending sources.
Non-Negotiable Requirements

1.GoHighLevel (GHL): Must be highly proficient. You will live inside our CRM.
2. Mortgage Terminology: Must understand the difference between LE/CD, FHA, and VA.
3. Schedule: Must overlap with US business hours (PST preferred).

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