Loan Assistant - Remote

Loan Assistant - Remote

As a fully remote Loan Assistant, you will support the customer journey from application to funding, provide an overview of Knock’s products and programs, and assist with seeing customers through to a successful closing.

Assist the process by gathering required documentation to successfully submit the loan file for processing/underwriting and obtaining Initial Closing Disclosure signatures to meet on-time closings

Successful and effective pipeline management consisting of 30 loan closings per month

Complete Patriot Act based on customer ID

Ensure minimum submission requirements and documents are met prior to submitting loans to processing

Assist other team members with any borrower requests

Understanding of TRID to compliantly issue initial disclosures and revised Loan Estimates within 24-48 hours of receiving loan

Experience with condo approval requirements including requesting documents and reviewing documents to ensure all relevant questions are completed

Excellent customer service is second nature, with a natural inclination to assist others

A quick study and self-starter: taking initiative and learning quickly in a remote, tech-enabled environment is critical to success

Collegially competitive: meet or exceed individual quotas and expected company metrics while also sharing what is and isn’t working with an understanding that a rising tide lifts all ships

Responsive to internal stakeholders and external customer needs, leaving no email unresponded and no voicemail unreturned

Comfortable working autonomously: able to follow guides, job aids, and scripts to complete tasks such as gathering loan documentation and disclosing loan files - you search for your answer before asking a question

Promote a culture that puts People First, with an emphasis on best-in-class customer service from lead to closing

Continually learn, grow, and expand your knowledge of the mortgage origination process

Take on ad-hoc projects as they arise & always be willing to support your team where they need you

Qualifications - You’ll bring:

1+ years of experience in mortgage operations and/or processing

Active NMLS license or ability to acquire an NMLS license within the first 90 days of hire

Experience using a LOS, Blend and/or Google Suite required

You are comfortable with change and working in a fast-paced, startup environment

You are a team player and a fantastic communicator (written and verbal) - naturally inclined to deliver amazing customer service

Ability to review and interpret internal guidelines

Process oriented with a keen eye for detail

Belief in creating diverse, equitable, and inclusive practices and programs that will further Knock’s commitment to making an impact, learning, putting people first, being open, and courageous

Have proven success working 100% remote in prior positions & are experienced working with a distributed, national team

Education: High school diploma or equivalent

Physical Requirements:

Set up and constantly operate a computer

Communicate and exchange accurate information to others via telephone or internet video applications

The candidate must be able to perform the essential functions of the job, with or without reasonable accommodation.

Our Compensation Philosophy: As a fully remote (U.S.-based) workforce, our goal is to ensure that all Knockstars are fairly compensated. Please note that the salary range information that follows is a good faith estimate for this position provided pursuant to the Colorado Equal Pay for Equal Work Act for Colorado applicants. The salary for this position is: $53,000 USD + incentive plan (bonus).

This job posting will expire December 31, 2026.