Location: Houston, TX 77079 (REQUIRED – In-Office/On-Site work schedule)
FLSA Status: Exempt
ABOUT FLIPCO FINANCIAL
FlipCo Financial is a vehicle for real estate investors’ success by delivering fast, transparent, and innovative lending solutions. Our high-energy, high-performance team believes in picking up a shovel across departments, taking ownership of outcomes, and delivering an exceptional borrower experience. We value accountability, collaboration, continuous growth, and doing the right thing for our borrowers and teammates. At FlipCo, success is achieved by individuals who embrace responsibility, pursue excellence, and contribute to the success of the entire team.
JOB SUMMARY
The Loan Officer Assistant serves as a critical member of FlipCo’s DSCR lending team by supporting the origination process from application through closing. This role is responsible for managing active loan files, coordinating borrower communication, collecting and reviewing documentation, and helping ensure loans move efficiently through the pipeline.
This role is ideal for someone who embraces ownership, thrives in a fast-paced environment, and finds satisfaction in helping borrowers and teammates succeed. The Loan Officer Assistant serves as a trusted partner to both borrowers and Loan Officers, ensuring every transaction is handled with urgency, accuracy, professionalism, and a commitment to delivering an exceptional borrower experience.
SUMMARY OF ESSENTIAL JOB FUNCTIONS
- Manage an active DSCR loan pipeline and assist Loan Officers throughout the origination process
- Serve as a primary point of contact for borrowers, providing proactive updates and guidance throughout the loan lifecycle
- Collect, review, and organize required documentation to ensure complete and accurate loan files
- Track loan milestones, conditions, and closing deadlines while maintaining urgency and accountability
- Coordinate with underwriting, processing, title companies, insurance providers, appraisers, and other third parties
- Prepare files for underwriting review and assist in clearing conditions efficiently
- Maintain accurate records within the CRM and loan origination system
- Identify potential bottlenecks and proactively solve problems before they impact closing timelines
- Deliver a best-in-class borrower experience through responsive communication and consistent follow-through
- Support reporting, pipeline visibility, and operational process improvement initiatives
- Step in and assist teammates when needed to ensure the success of the broader team and borrower experience
SKILLS AND SPECIFICATIONS
- Exceptional attention to detail and organizational skills
- Strong communication skills, both written and verbal
- Results-oriented mindset with a strong sense of urgency and accountability
- Demonstrates ownership and follows through on commitments
- Ability to prioritize and manage multiple files simultaneously
- Customer-service focused with a proactive approach to problem solving
- Comfortable working in a fast-paced, entrepreneurial lending environment
- Willingness to step outside of defined responsibilities to help the team achieve shared goals
- Commitment to continuous learning and professional development
- Strong proficiency in Microsoft Office and loan technology platforms
MINIMUM REQUIREMENTS
- Required – 2+ years of experience in mortgage lending, banking, title, escrow, real estate transactions, or a related field
- Required – Bilingual Spanish - Read, Write, Speak
- Preferred – Experience supporting DSCR, Non-QM, investor, or private money loan products
- Experience as a Loan Officer Assistant, Processor, Mortgage Assistant, Transaction Coordinator, or similar role preferred
- Proficiency in Microsoft Office, CRM systems, and loan origination platforms
ABILITIES REQUIRED
- Ability to maintain high levels of accuracy while working under deadlines
- Ability to manage competing priorities in a high-volume environment
- Ability to handle confidential borrower and company information
- Ability to sit for extended periods and work on a computer for long stretches
- Ability to speak, read, and write English fluently. Bilingual in Spanish is preferred
Disclaimer
The above statements are intended to describe the general nature and level of work being performed. They are not intended to be an exhaustive list of all responsibilities, duties, and skills required. All personnel may be required to perform duties outside of their normal responsibilities from time to time as needed.
FlipCo Financial is an equal opportunity employer.
We are currently managing our staffing needs internally. Please, no recruiting firm or staffing firm candidates. Consideration will not be given to candidates who have not directly completed an employment application. We do not accept unsolicited agency resumes and are not responsible for any fees related to unsolicited resumes. We are not adding to our limited list of currently approved vendors. Please refrain from contacting us or any employees regarding staffing or recruitment opportunities.
