Virtual Assistant

We’re looking for an experienced Mortgage Virtual Assistant to provide direct support to US-based mortgage brokers and loan officers.

This is NOT a general real estate transaction coordinator position. We are specifically looking for someone with hands-on experience in the US mortgage/lending industry who understands loan processing, underwriting conditions, borrower documentation, and the closing process.

Key Responsibilities Process and manage loan files from submission through closing

Order, coordinate, and track appraisals

Collect, review, and organize borrower documentation

Follow up with borrowers regarding outstanding requirements

Review and help clear underwriting conditions

Communicate directly with underwriters, lenders, title companies, and other lending partners

Track loan progress and maintain accurate records

Update CRM/LOS systems with loan status and borrower information

Assist loan officers with lead follow-up and cold calling when needed

Support basic marketing and social media activities, when applicable

Provide administrative and operational support to mortgage professionals

Required Experience — Non-Negotiable Applicants must have direct mortgage or lending experience in a role such as:

Loan Processor

Mortgage Broker Assistant

Loan Officer Assistant

Mortgage Virtual Assistant

You should have hands-on experience with:

US mortgage loan processing

Borrower documentation and follow-up

Mortgage terminology and closing procedures

Working directly with loan officers, underwriters, lenders, and/or title companies

Candidates with only general real estate, transaction coordination, or real estate VA experience will not be considered.

Nice to Have Bilingual English/Spanish or another language

Experience with mortgage CRM/LOS platforms such as Encompass, Calyx, Arive and GoHighLevel

Cold calling and lead generation experience

Borrower communication and follow-up experience

Basic marketing or social media experience

What We’re Looking For The ideal candidate is detail-oriented, organized, proactive, and comfortable working with US mortgage professionals . You should be able to manage multiple loan files, follow up consistently, communicate professionally, and understand the urgency and accuracy required throughout the lending process.

If you have direct US mortgage industry experience and are looking for a long-term remote opportunity, we’d love to hear from you.

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