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 ex