Virtual Assistant - US Mortgage Lending Support

About the role

An experienced Mortgage Virtual Assistant is sought to give direct support to US-based mortgage brokers and loan officers. This is not a general real estate transaction coordinator position; the employer wants someone with hands-on experience in the US mortgage and lending industry, understanding loan processing, underwriting conditions, borrower documentation and the closing process. The role is described as a long-term remote opportunity.

Key responsibilities

• Process and manage loan files from submission through closing
• Order, coordinate and track appraisals
• Collect, review and organise borrower documentation
• Follow up with borrowers on outstanding requirements
• Review and help clear underwriting conditions
• Communicate directly with underwriters, lenders, title companies and other lending partners
• Track loan progress and keep 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 mortgage or lending experience in a role such as Loan Processor, Mortgage Broker Assistant, Loan Officer Assistant or Mortgage Virtual Assistant
• Hands-on experience with US mortgage loan processing, clearing underwriting conditions, borrower documentation and mortgage terminology
• Experience working with loan officers, underwriters, lenders and/or title companies
• Detail-oriented, organised, proactive and comfortable working with US mortgage professionals
• 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
• Basic marketing or social media experience