Work Summary: Loan Processing Support, GoHighLevel Automation & Landing Page Assistance
Budget: $2 – $8 USD
We are hiring staff member to support Nadlan Capital Group with loan processing operations, CRM automation, and landing page improvements.
The member will assist our loan processing department, working together with Denver, who currently manages the processing team. His role will include helping manage borrower files, supporting the loan submission process, following up on missing documents, reviewing borrower information, communicating with account managers, and helping move DSCR, Non-QM, bridge, and investment loan files through the pipeline.
In addition to loan processing support, The member will also assist with our GoHighLevel system, including automation workflows, chatbot knowledge base content, CRM review, landing page updates, lead routing, and improving the overall borrower intake process.
**Main Responsibilities**
1. **Loan Processing Support**
* Assist Denver and the processing team with active loan files.
* Review borrower information and supporting documents.
* Help collect missing documents from borrowers and internal team members.
* Support file preparation for DSCR, Non-QM, bridge, hard money, and investor loan programs.
* Help organize files inside LendingWise or other systems used by the company.
* Coordinate with account managers regarding borrower needs, loan quotes, and file status.
* Track open conditions and follow up until loans are ready for submission, underwriting, closing, or funding.
* Help reduce current processing bottlenecks and improve turnaround time.
2. **LendingWise / CRM Support**
* Refresh familiarity with LendingWise and learn the company’s current workflow.
* Help organize client information, loan files, documents, and task updates.
* Keep records updated and communicate clearly with the team regarding file progress.
* Follow company procedures for document management and client communication.
3. **GoHighLevel Automation**
* Review the current GoHighLevel system.
* Help improve automation workflows for lead intake, follow-up, and client communication.
* Assist with chatbot knowledge base content for borrowers and leads.
* Help test automations to make sure leads are routed correctly.
* Support improvements to CRM pipelines, tags, triggers, forms, and communication sequences.
4. **Landing Pages**
* Assist with landing page updates and improvements.
* Help review borrower-facing pages for clarity, structure, and conversion.
* Support improvements to forms, calls to action, and lead capture flows.
* Coordinate with the team on content and layout changes as needed.
**Work Expectations**
* Work must be tracked through the Freelancer.com system/time tracker.
* Payment will be processed only through the approved platform.
* The member is expected to provide regular updates on completed tasks, active files, pending items, and blockers.
* Communication must remain professional, organized, and timely.
* Sensitive borrower and company information must be handled confidentially.
* The member will work with Denver and the Nadlan Capital Group team to support both loan processing and automation-related tasks.
**Goal of the Role**
The goal is to help Nadlan Capital Group improve loan processing speed, reduce bottlenecks, improve client follow-up, and strengthen the company’s automation systems through GoHighLevel and related tools.
This role may expand over time based on performance, reliability, loan volume, and the company’s operational needs.
The member will assist our loan processing department, working together with Denver, who currently manages the processing team. His role will include helping manage borrower files, supporting the loan submission process, following up on missing documents, reviewing borrower information, communicating with account managers, and helping move DSCR, Non-QM, bridge, and investment loan files through the pipeline.
In addition to loan processing support, The member will also assist with our GoHighLevel system, including automation workflows, chatbot knowledge base content, CRM review, landing page updates, lead routing, and improving the overall borrower intake process.
**Main Responsibilities**
1. **Loan Processing Support**
* Assist Denver and the processing team with active loan files.
* Review borrower information and supporting documents.
* Help collect missing documents from borrowers and internal team members.
* Support file preparation for DSCR, Non-QM, bridge, hard money, and investor loan programs.
* Help organize files inside LendingWise or other systems used by the company.
* Coordinate with account managers regarding borrower needs, loan quotes, and file status.
* Track open conditions and follow up until loans are ready for submission, underwriting, closing, or funding.
* Help reduce current processing bottlenecks and improve turnaround time.
2. **LendingWise / CRM Support**
* Refresh familiarity with LendingWise and learn the company’s current workflow.
* Help organize client information, loan files, documents, and task updates.
* Keep records updated and communicate clearly with the team regarding file progress.
* Follow company procedures for document management and client communication.
3. **GoHighLevel Automation**
* Review the current GoHighLevel system.
* Help improve automation workflows for lead intake, follow-up, and client communication.
* Assist with chatbot knowledge base content for borrowers and leads.
* Help test automations to make sure leads are routed correctly.
* Support improvements to CRM pipelines, tags, triggers, forms, and communication sequences.
4. **Landing Pages**
* Assist with landing page updates and improvements.
* Help review borrower-facing pages for clarity, structure, and conversion.
* Support improvements to forms, calls to action, and lead capture flows.
* Coordinate with the team on content and layout changes as needed.
**Work Expectations**
* Work must be tracked through the Freelancer.com system/time tracker.
* Payment will be processed only through the approved platform.
* The member is expected to provide regular updates on completed tasks, active files, pending items, and blockers.
* Communication must remain professional, organized, and timely.
* Sensitive borrower and company information must be handled confidentially.
* The member will work with Denver and the Nadlan Capital Group team to support both loan processing and automation-related tasks.
**Goal of the Role**
The goal is to help Nadlan Capital Group improve loan processing speed, reduce bottlenecks, improve client follow-up, and strengthen the company’s automation systems through GoHighLevel and related tools.
This role may expand over time based on performance, reliability, loan volume, and the company’s operational needs.