Operations Manager & Loan Officer Assistant

This hybrid role combines mortgage sales support and backend operations. You’ll assist a high-performing broker and mortgage originator with 3–5 weekly applications while owning the financial and administrative systems that keep the business running. This role is best suited for someone highly organized, detail-driven, and comfortable operating independently in a remote, process-focused environment.

There will be a questionnaire and video response required after application submission.
Compensation:

$43,000 - $58,000 yearly Responsibilities:

Key Responsibilities:
• Loan Officer Assistant duties: pipeline support, CRM updates for Real Estate and Mortgage clients, doc collection, client communication, submit loan files to Pre-Approval Manager, research on loan products as needed for certain clients
• Bookkeeping Financials: monthly books, Schedule C E, personal budgeting for Keegan’s personal expenses, QuickBooks, tax prep support, weekly/monthly pay log for active/closed deals
• Operational Systems (Lofty, ClickUp, others): CRM hygiene, website maintenance, file management, email newsletter execution, lead funnel upkeep, and dashboard creation to measure performance, Sales Process documentation and improvement
• Continuing Education - complete all CE for the CEO

Additional (Future) Responsibilities:
• Transaction Coordination: forward-leaning and proactive management of timelines, disclosures, agent communication, and escrow communication
• Social Media/Content Management: scheduling and posting long and short-form content, researching projects on best-performing content, and calendaring Keegan’s content development
• Portfolio Assistance: managing the property managers for Keegan’s portfolio, proactive on leasing quickly when vacancies occur, managing renovation projects/expenses/timelines, keeping the rent coming in consistently, and assisting with keeping development projects on time and budget
• Events: Coordination, planning, and execution for in-person events
• Special Projects: research projects for sales/marketing ideas, development ideas, budgeting and expense ideas for business growth, office space research, contract review, and introducing a new payroll system in 2025

Qualifications:
• 3+ years as TC, LOA, or back-office support
• Strong bookkeeping foundation (QuickBooks required)
• Remote self-starter and strong communicator
• Systems-oriented, good at adapting to new software
• Strong research skills and a data-driven approach to guide where the company should spend time and money to execute the CEO’s vision

About Company

The Wetzel Group is a San Diego-based real estate services and investment firm founded by Keegan Wetzel, a Navy veteran, former professional athlete, and multifamily real estate expert. We focus on helping clients build long-term wealth through smart real estate acquisitions, mortgage financing, development, and education.

Our business spans real estate brokerage, mortgage origination, portfolio management for Keegan’s personal portfolio, development, private lending, and content-driven growth strategies. We’re building a high-performance team of talented professionals to scale our impact and help more clients achieve their version of financial freedom.

You’ll be a key player in a mission-driven business growing at 200% per year that values excellence, creativity, and integrity. You’ll work directly with the founder to help sell, support high-impact clients, and grow professionally alongside an ambitious team while growing your career and wealth, learning from the CEO directly.

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