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Loan Officer

Waltz

Waltz

Accounting & Finance
United States
Posted on Apr 24, 2025

About us

Waltz is a category-creator start-up in the Fintech and Proptech sectors.

Waltz is making financing and purchasing US real-estate surprisingly simple and fast with an all-in-one digital platform. Just Waltz in, Waltz out, and the property is yours.

We are well-funded by two top global VC and over 50+ strategic international angels from the fintech, insurance, banking, and real-estate sectors.We have an awesome global team in a few locations.

As Waltz continues to grow, we’re expanding our sales team—and we’re looking for a dynamic, sales-oriented Loan Officer to join us in our Miami office!

This is not a traditional Loan Officer role. At Waltz, you’ll play a pivotal part in driving growth by guiding clients through financing solutions while actively contributing to the success of our sales organization. If you have a background in lending or mortgage sales and love closing deals, we want to meet you.

Responsibilities

  • Own the entire lifecycle from basic education, onboarding through closing the deal
  • Guide clients step-by-step, ensuring a smooth, informed, and timely loan experience.
  • Serve as the main point of contact for clients throughout the entire loan process.
  • Support our clients and keep close relationships with them
  • Provide advice and guidance for investment opportunities to clients.
  • Collaborate with internal teams to troubleshoot issues, provide solutions, and communicate updates effectively to clients.
  • Proactively identify and address potential risks or challenges in client relationships.
  • Represent a knowledgeable, efficient, and professional image of Waltz by handling business and showing a customer-centric attitude.

Requirements

  • Relevant experience as a Loan Officer.
  • Knowledge of financing/real estate purchase process in the United States
  • Strong verbal/written communication skills in English, Spanish and/or Portuguese.
  • Exceptional customer service orientation with a client focus
  • Adaptability and strong problem-solving skills
  • Highly self-motivated and passion
  • Experience in Sales - is a plus
  • Experience in managing large transactions - is a plus

Contact information for CVs: cvs@getwaltz.com