Mortgage Virtual Assistant
20four7VA
part-time
Posted on:
Location Type: Remote
Location: United States
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About the role
- Support loan processing and compliance-related administrative tasks
- Assist with the preparation, completion, and distribution of required mortgage forms and notices
- Ensure accuracy and completeness of borrower information before documents are issued
- Track application statuses and follow up on missing or required documentation
- Maintain organized digital records and file management systems
- Communicate professionally with internal team members regarding form status and compliance needs
- Adhere to mortgage industry timelines and documentation standards
Requirements
- Previous experience as a Virtual Assistant, preferably in mortgage, lending, real estate, or financial services
- Strong attention to detail and ability to follow structured processes
- Excellent written communication skills
- Comfortable working with forms, templates, and document workflows
- Reliable internet connection and ability to work independently
- Familiarity with U.S. mortgage processes and disclosures (preferred)
- Experience working with mortgage brokers or loan officers (preferred)
- Knowledge of compliance-related documents and deadlines (preferred)
- Experience using CRM systems or loan origination systems (preferred)
Benefits
- Competitive rates
- Weekly payments
- Various open roles are available
- Free training and upskilling
- Constant support and guidance
- A vibrant community always ready to support you
- And more!
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
mortgage formsdocument workflowscompliance-related documentsloan processingfile management systemsattention to detailstructured processesU.S. mortgage processesdisclosures
Soft Skills
excellent written communicationprofessional communicationability to work independently