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 loan processing, underwriting condition clearance, borrower documentation, and closing coordination.

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.

Required profile

• Direct experience in US mortgage loan processing, underwriting, or as a mortgage broker/loan officer assistant.
• Hands‑on familiarity with borrower documentation and closing procedures.
• Ability to work independently, manage multiple files, and maintain high accuracy.

Required skills

• Experience with mortgage CRM/LOS platforms such as Encompass, Calyx, Arive, or GoHighLevel.
• Knowledge of mortgage terminology, loan processing workflow, and underwriting conditions.
• Strong communication with lenders, underwriters, and title companies.