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Ozz Pros / Sales & Marketing

Loan Officer Assistant VA - Ozz Pro

Supports your loan officers so they can spend their time with borrowers and referral partners.

Ways to hire this Pro

Full-Time Pro

One Pro, all yours, full-time.

Part-Time Pro

All the skill, half the hours.

Shared Pro

One Pro. Two businesses in the same trade. Different markets.

New Jersey plumber, mornings. Oregon plumber, afternoons. One Pro, a full day, zero competition.

Rep Pod

Two or three outside reps. One Ozz Pro behind them.

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Summary

Supports your loan officers so they can spend their time with borrowers and referral partners.

Duties

  • Follow up with every new lead
  • Run pre-qualification intake
  • Schedule borrower and partner calls
  • Keep the CRM current
  • Send referral partner touches
  • Report on rates and pipeline

Tools

  • CRM
  • Loan origination system
  • Email and calendar

KPIs

  • Leads contacted same day
  • CRM current daily
  • Partner touches every week

Schedule

Full-time, part-time, or shared with another business. Scheduled in your time zone.

Reports to

Client's designated manager; supported by the Ozz Pros success team

Built into these industry teams

Mortgage & Lending

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Add this Pro to my team

Tell us the job. We will build the Pro.

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