Bilingual Loan Officer Assistant jobs in United States
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CMG Financial · 3 hours ago

Bilingual Loan Officer Assistant

positionUnited States
timeFull-time
remoteOnsite
seniorityEntry Level
date2+ years exp

CMG Financial is seeking a Bilingual Loan Officer Assistant to help create a smooth and positive experience for clients during the loan process. The role involves supporting a Loan Officer and being the main point of contact for clients, ensuring timely communication and a seamless loan experience.

BankingMortgage
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Growth Opportunities

Responsibilities

Request disclosures and order appraisals
Open escrow, collect fees and order preliminary title report
Collect and review client documentation
Review income analysis from the Loan Officer
Submit loans documentation to processing (Submission form, Intent to proceed, LDP/GSA, Net Tangible)
Gather Loan Agent PTD and PTF conditions
Submit requests for Rapid Rescores
Main point of contact in tandem with loan officer for client; facilitate an excellent customer experience through prompt response time via email and phone
Driver of loan process, ensuring borrower, 3rd parties, processing, underwriting, and closing are pushing for on time closings, and in-loan deadlines
Learning new products, techniques, strategies, and process flow to constantly pursue increased customer experience, internal efficiency, and team communication

Qualification

Fluent in SpanishMortgage industry experienceMortgage terminology knowledgePoint software experienceMicrosoft Office proficiencyHighly organizedProfessionalDependableCommunication skillsAttention to detailCustomer-first mindsetThrive in fast-paced environment

Required

Fluent in Spanish (both written and verbal)
Familiarity with mortgage terminology and loan processes
Comfortable using Microsoft Office (Word, Excel, Outlook)
Strong communication skills and a customer-first mindset
Highly organized with great attention to detail
Able to thrive in a fast-paced, ever-changing environment
Professional, dependable, and able to handle sensitive information with care

Preferred

At least 2 years of experience in the mortgage industry preferred
Experience with Point software is a plus

Company

CMG Financial

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CMG Financial is a well-capitalized, privately held mortgage-banking firm.
dateFounded in 1993
location
San Ramon, California, USA
people-size1001-5000 employees
web-link
http://www.cmgfi.com

Funding

Current Stage
Late Stage

Leadership Team

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Paula White
Senior Vice President,Senior Loan Officer
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Christopher George
President
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Recent News

Newswire
CMG Financial Celebrates Erin Sorensen as 2025 40 Under 40 Honoree
2025-12-09
HousingWire.com
CMG promotes John-Robert Martinez to lead reverse business in the East
2025-12-02
Morningstar.com
CMG Financial's Mark Hansen Named a 2025 HousingWire Tech Trendsetter
2025-11-04
Company data provided by crunchbase