Bright Home Investment

Bilingual Personal Loan Agent Assistant


Job Overview

At Bright Home Investment, we guide clients through one of the most important financial decisions of their lives—securing a home loan with transparency, efficiency, and care. With a strong reputation in the mortgage and lending industry, we have built a high-performing, client-focused team that values integrity, accountability, and professional growth. We offer a collaborative remote-first work environment where team members are empowered to take ownership of their roles while enjoying flexibility and meaningful career development. This role offers 3 days out of the office and 2 days in the office per week once training has been completed.

We are seeking a Bilingual Personal Loan Agent Assistant to provide essential support in loan processing, client communication, and administrative tasks. This hybrid remote role offers a competitive base salary with performance-based growth opportunities. You will assist with client follow-ups, document preparation, scheduling, and marketing support, playing a crucial role in ensuring a seamless loan experience for our clients. This is a smaller office with little room for promotion. If you are organized, tech-savvy, and passionate about helping others, apply today to start a rewarding career with us!

Candidates must be able to speak, read and type Chinese (Mandarin). Candidates must also have a background in mortgage.

Salary Range: $3,500.00 - $5,000.00 per month

Benefits

Monthly Base Salary + Commission

Work from Home

Hands on Training

Mon-Fri Schedule

Career Growth Opportunities

Evenings Off

Weekends Off

Requirements
  • Must be able to speak, read and type Chinese (Mandarin)
  • Must have a background in mortgage.
  • Strong communication skills – Professional, clear, and responsive in client interactions.
  • Attention to detail – Accuracy in data entry, document handling, and loan tracking.
  • Organizational skills – Ability to manage multiple tasks and deadlines efficiently.
  • Tech-savvy – Comfortable using spreadsheets, loan software, and communication tools.
  • Professionalism & confidentiality – Handle sensitive client information with care and discretion.
  • Customer service mindset – Focused on providing a positive client experience.
Responsibilities
  • Client Support & Communication – Follow up with leads, assist with inquiries, and provide updates via phone, email, or text.
  • Document Collection & Administration – Gather, review, and organize client documents to ensure accuracy before submission.
  • Scheduling & Coordination – Manage calendars, schedule client meetings, send reminders, and track deadlines.
  • Marketing Support – Assist with social media posts, email outreach, and digital content creation (training provided).
  • Data Entry & CRM Updates – Maintain client records, update loan software, and track lead status and progress.

Remote Type: Hybrid Remote
Job Type: Full-Time
Job Category: Customer Service Representative
Location: 20955 Pathfinder Rd,Diamond Bar,CA,91765,US

Apply Here


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