Lending & Deal Flow Coordinator (Real Estate background)

This is a high-trust, detail-driven role for someone experienced in loan processing, real estate support, or lending coordination. You will be responsible for managing the full intake process for borrower leads, vetting deals, collecting paperwork, and preparing lender-ready packages. You’ll work directly with the CEO and lending team to ensure every lead and deal is properly vetted, tracked, and ready for funding consideration.

Key Responsibilities:
-Respond to borrower inquiries from GHL, website forms, or referrals
-Conduct initial borrower and deal screening based on predefined lending criteria
-Communicate with borrowers to request missing documentation or deal details
-Keep borrower status updated in GoHighLevel (GHL) CRM
-Create and manage Google Drive folders for each borrower
-Collect and organize contracts, rehab budgets, comps, property photos, proof of funds, exit strategies, etc.
-Use our internal deal vetting checklist to ensure the opportunity is fundable
-Track deal progress using Trello and follow up with borrowers when needed
-Prepare internal summaries for team review or lender presentation
-Update CRM tags, notes, and pipeline stages throughout the deal lifecycle
-Coordinate with the lending, underwriting, and asset management team
-Ensure smooth handoff from lead to lender to funding

Required Skills & Qualifications:

- 2+ years of experience in lending operations, loan processing, mortgage coordination, or real estate support
- Strong understanding of real estate lending terms (ARV, LTV, DSCR, rehab budget, etc.)
- Excellent English communication skills (written & verbal)
- Highly organized and able to manage multiple deals at once

Experience with:

- GoHighLevel (CRM)
- Google Workspace (Drive, Docs, Sheets, Calendar)
- Trello for project tracking
- Detail-oriented with strong follow-through
- Fast and reliable internet connection

Bonus If You Have:
- Experience working with real estate investors or capital lenders
- Familiarity with private money, hard money, or DSCR loans
- Previous experience preparing lender packages or investor presentations

TO APPLY:
Please submit the following:
-Your updated resume or CV
-A voice or video recording explaining why you’re the best fit for this role (1–2 minutes)
-Mention any real estate tools, lending software, or CRM systems you’ve used