Real Estate TC and Loan Processor

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: TYPE OF WORK

Part Time

: WAGE / SALARY

negotiable

: HOURS PER WEEK

20

: DATE UPDATED

May 19, 2026

JOB OVERVIEW

About me and the role
I'm a real estate broker and mortgage broker with 20 years of experience in California. I run both sides of the business — I represent buyers and sellers in residential and commercial transactions, AND I originate the loans for many of them.
Because I do both, I need ONE person who can do both:

Coordinate my real estate transactions from contract to close, AND
Process my mortgage loans from intake to clear-to-close

This is a rare dual-skill role. If you've only done one or the other, please don't apply — there are many openings for single-skill TCs and processors. I'm specifically looking for someone who has done both for a US brokerage or lender and is confident in both workflows.
This is a behind-the-scenes role. You will NOT be calling or emailing my clients or borrowers directly. All client/borrower communication goes through me. Your job is to prepare, organize, calculate, track, and draft — I send.

Why this role is great for the right person

Long-term stability with a 20-year broker who pays on time, every time
Growth path: 20 ? 30 ? 40 hours as my business grows (and it will)
You'll see every side of a real estate deal — both representation and financing — which makes you more valuable in the market
I expand to multiple states over the next 1–2 years, and you'll grow with the business
Raises based on performance, not just tenure

What you'll do — Real Estate side

Open and manage transaction files from contract to close
Track contract deadlines: contingencies, inspections, appraisal, loan, closing
Prepare and organize disclosures and addenda using e-signature (DocuSign, Dotloop, SkySlope)
Draft emails and status updates for me to review and send
Coordinate behind the scenes with escrow, title, lenders, inspectors, and other agents
Order and track inspections, appraisals, NHD reports, HOA documents
Maintain transaction checklists and broker file compliance
Prepare weekly transaction status reports
Post-closing: commission paperwork, file archiving, prep review requests

What you'll do — Mortgage side

Review 1003 loan applications for completeness and accuracy
Run initial AUS (DU/LP) and review findings
Order and review credit reports
Build complete loan packages: income, assets, employment, identity, property
Calculate income across W-2, self-employed (Schedule C, K-1, 1120), rental, bonus, commission
Submit files to lenders and respond to underwriting conditions
Track loan milestones: lock expirations, appraisal, CD, funding
Draft borrower condition request emails for me to review and send
Coordinate behind the scenes with appraisers, title, escrow, and underwriters
Keep the LOS and CRM organized and updated at every milestone

You must have (non-negotiable)

Minimum 2 years experience as a US Real Estate TC for a broker or agent
Minimum 2 years experience as a US Mortgage Loan Processor for a broker or lender
Strong knowledge of California residential purchase contracts (CAR forms) and California disclosures (TDS, NHD, SPQ, AVID, etc.)
Strong knowledge of conventional, FHA, VA, and jumbo loan guidelines
Experience with at least one TC platform (SkySlope, Dotloop, Brokermint, or Transactly) AND at least one LOS (Encompass, Calyx Point, Arive, Lending Pad, or BytePro)
Confident income calculation skills, including reading full tax returns for self-employed borrowers
Familiarity with TRID, RESPA, and disclosure timelines
Excellent written English — you'll draft emails I send to clients, borrowers, and underwriters
Comfortable learning a new CRM (currently on HubSpot, may switch)
Reliable high-speed internet plus a backup connection
Quiet workspace for occasional Zoom calls with me
Ability to work independently and switch contexts between real estate and lending workflows

Bonus if you have

Commercial real estate transaction experience
Commercial loan processing experience
Non-QM, bank statement, or DSCR loan experience
Experience with multiple wholesale lenders (UWM, Rocket Pro, Kind, etc.)
NMLS-licensed (not required)
Experience setting up automated review request campaigns
Experience working for both a brokerage AND a lender (or a dual-licensed broker like me)

To apply, please send

A 3–5 minute Loom video that covers:

Quick introduction (who you are, where you're based)
Walk me through a recent California real estate transaction you coordinated — what platforms, what timeline, what went wrong and how you handled it
Walk me through a recent loan you processed — what type of loan, what LOS, how you calculated the borrower's income

The TC platform AND the LOS you've used most, and how many years on each
Your typical weekly hours of availability in PST
Your hourly rate expectation
A short note answering: "Why are you good at both sides rather than just one?"
The phrase "BOTH SIDES" at the top of your application so I know you read this carefully

Applications without the Loom video covering BOTH sides will be discarded. I'm being strict on this because most applicants will only be strong at one — I need to see both in action.
I personally review every application. Looking to hire within 2 weeks. Paid one-week trial before final offer

SKILL REQUIREMENT

Commercial Real Estate Transaction Coordinating Loan Processing

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Real Estate TC and Loan Processor

Please login or register as jobseeker to apply for this job.

TYPE OF WORK

WAGE / SALARY

HOURS PER WEEK

DATE UPDATED

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