Mortgage Virtual Assistant (Remote)

About the role

We are seeking an experienced Mortgage Virtual Assistant to provide direct support to US‑based mortgage brokers and loan officers. This remote position focuses on managing loan files, coordinating appraisals, and ensuring smooth progression from submission to closing.

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 on outstanding requirements.
• Review and help clear underwriting conditions.
• Communicate with underwriters, lenders, title companies, and other 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 profile

• Direct experience in US mortgage or lending roles such as Loan Processor, Mortgage Broker Assistant, Loan Officer Assistant, or Mortgage Virtual Assistant.
• Hands‑on knowledge of US mortgage loan processing, underwriting conditions, borrower documentation, and closing procedures.
• Experience working directly with loan officers, underwriters, lenders, and title companies.

Required skills

• Familiarity with mortgage CRM/LOS platforms (e.g., Encompass, Calyx, Arive, GoHighLevel).
• Ability to manage multiple loan files and maintain detailed records.