Virtual Assistant

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
• Clearing underwriting conditions
• Borrower documentation and follow-up
• Mortgage terminology and closing procedures
• Working directly with loan officers, underwriters, lenders, and/or title companies