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 closing processes.

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 profile

• Direct mortgage or lending experience (e.g., loan processor, broker assistant, loan officer assistant, mortgage virtual assistant).
• Hands‑on experience with US mortgage loan processing, clearing underwriting conditions, and borrower documentation follow‑up.
• Familiarity with mortgage terminology and closing procedures.
• Experience working directly with loan officers, underwriters, lenders, and/or title companies.
• Ability to manage multiple loan files, follow up consistently, and communicate professionally.

Required skills

• Encompass
• Calyx
• Arive
• GoHighLevel