On-Call Private Lending Client Relations Specialist

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: TYPE OF WORK

Part Time

: SALARY

US$200/month retainer + US$6/hour fo

: HOURS PER WEEK

5

: DATE UPDATED

Sep 14, 2026

JOB OVERVIEW

Medina Real Estate Solutions LLC, a U.S.-based Direct Private Lender, is looking for a professional and reliable Client Relations Specialist to handle borrower and broker calls on an as-needed basis.

This is not a full-time call center position. Calls are made only when a borrower or broker requests a conversation or when Medina needs a follow-up regarding an active loan file.

The ideal candidate should be comfortable speaking with U.S.-based borrowers and commercial loan brokers and explaining lender-approved loan terms in a clear, professional, and confident manner.

Main Responsibilities

* Handle inbound and outbound calls with borrowers and brokers
* Explain lender-approved Term Sheets
* Review basic loan terms such as:
* Loan amount
* Interest rate
* Loan term
* Interest-only payments
* LTV / CLTV
* Lender points
* Lien position
* Recourse
* Closing conditions
* Explain underwriting and due diligence deposit requirements
* Follow up on signed Term Sheets
* Answer borrower or broker questions about the underwriting process
* Confirm authorized wire instructions using Medina’s verification procedures
* Conduct wire-verification calls when required
* Explain expected closing timelines
* Follow up on missing underwriting documents when assigned
* Provide professional updates to brokers and borrowers
* Record notes after each call
* Escalate any request to change loan terms to Medina management

Important Authority Limitations

The agent will not be authorized to:

* Approve loans
* Change interest rates
* Change loan amounts
* Change lender points
* Reduce underwriting deposits
* Modify closing conditions
* Change wire instructions
* Promise funding or closing without management approval

Any request to modify approved terms must be referred to Medina Real Estate Solutions LLC management.

Wire Security

The agent may only verify wire instructions that have already been officially approved and issued by Medina.

The agent must never independently create, alter, or substitute banking instructions.

Requirements

* Excellent spoken English
* Excellent written English
* Strong and professional phone presence
* Comfortable speaking with U.S. borrowers and brokers
* Experience in one or more of the following is strongly preferred:
* Mortgage lending
* Private lending
* Commercial lending
* Loan processing
* Loan officer assistance
* Real estate finance
* Banking
* Good understanding of lending terminology
* Strong attention to detail
* Calm and professional when handling objections
* Reliable internet connection
* Quiet work environment
* Ability to take calls during U.S. business hours
* Ability to respond quickly when a call is requested

Schedule

This is an on-call / as-needed role.

The agent should maintain availability during agreed U.S. business hours but will only be asked to work when there is an active borrower or broker call, follow-up, or loan-related task.

Some days may have no calls.

SKILL REQUIREMENT

Customer Support Commercial Real Estate English Speaking

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On-Call Private Lending Client Relations Specialist

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

TYPE OF WORK

SALARY

HOURS PER WEEK

DATE UPDATED

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