Mortgage Virtual Assistant

IMPORTANT — PLEASE READ BEFORE APPLYING:

This is a high-expectation role. Only apply if you meet all of the following core criteria: at least 2 years’ relevant experience, full professional setup (webcam, headset, reliable internet, computer), strong English communication, ability to work EST hours, etc. Applications that do not clearly demonstrate meeting these requirements will be eliminated without further review.

When submitting your application, you will be asked to confirm (via checkbox) that you have read and understood the entire job description, and that you meet every core requirement listed. If you do not meet them all, please do not apply.

Disclaimer: This is a generic job description for the position stated below. Actual tasks and tools will be discussed further when you reach the initial interview stage. Please ensure you apply for the right job based on your location and experience. We prioritize people who can do this successfully!

*Salary offered is competitive and will be based on the candidate’s experience,qualifications, and the prevailing market standards in the country of employment.*

Mortgage Assistant

We are looking for a motivated and detail-oriented Mortgage Assistant to support our lending team in processing loan applications, coordinating documentation, and ensuring smooth communication with clients, lenders, and other stakeholders. This role requires strong organizational skills, attention to detail, and the ability to work in a fast-paced financial environment.

The ideal candidate has prior experience in mortgage processing or administrative support, excellent communication skills, and a customer-focused mindset. This is a long-term opportunity with clear potential for career growth in the mortgage and financial services industry.

Key Responsibilities:

● Assist loan officers and processors with collecting and reviewing client documentation
● Ensure loan files are complete, accurate, and compliant with industry and company standards
● Communicate with clients to provide updates, request missing information, and answer basic inquiries
● Coordinate with underwriters, lenders, and third-party vendors (e.g., appraisers, title companies)
● Enter and update client data in loan origination systems (LOS) and CRM platforms
● Track application status, deadlines, and conditions to ensure timely closings
● Prepare reports, correspondence, and other documentation as needed
● Maintain confidentiality and compliance with federal, state, and company regulations

Qualifications:

● Minimum 1–2 years of experience in mortgage processing, lending, or related administrative support
● Knowledge of mortgage products, loan processing procedures, and regulatory compliance preferred
● Proficiency in mortgage/LOS software (e.g., Encompass, Calyx Point, or similar) and Microsoft Office Suite
● Strong organizational and multitasking abilities with attention to detail
● Excellent written and verbal communication skills
● Customer-focused, professional, and able to maintain confidentiality
● Self-starter with the ability to manage priorities and meet deadlines independently

Technical Requirements:

● Reliable computer with at least 1.8 GHz processor and 4GB RAM (minimum)
● Main Internet Service Speed: at least 25 Mbps (wired connection preferred)
● Backup Internet Service Speed: at least 10 Mbps
● Working Webcam
● USB Headset with Noise Cancellation feature

Benefits (Philippines):

● Semi-monthly pay (every 5th & 20th of the month)
● 13th Month Pay
● 10 Paid Vacation Leave Days per year (with carryover)
● 7 Paid Sick Leave Days per year
● Paid Philippine Public Holidays
● Overtime Pay
● Health Insurance (HMO after 6 months)
● Paid training with retroactive salary (upon client placement)
● Job security and stability
● Career growth opportunities & performance reviews
● Fun and supportive remote work environment

Benefits (Kenya)

● Monthly pay (every 5th of the month)
● Statutory contributions (NSSF, NHIF, PAYE) as per Kenyan law
● 21 Paid Vacation Leave (per Employment Act)
● 7 Paid Sick Leave (per Employment Act)
● Paid Kenyan Public Holidays
● Health Insurance (HMO after 6 months)
● Paid training with retroactive salary (upon client placement)
● Job security and stability

● Career growth opportunities & performance reviews
● Fun and supportive remote work environment

Benefits (Other Countries)

● Monthly pay (every 5th of the month)
● Paid Vacation & Sick Leave (in accordance with local laws)
● Paid Public Holidays (based on local calendar)
● Health Insurance (if applicable, per region or company plan)
● Paid training with retroactive salary (upon client placement)
● Job security and stability
● Career growth opportunities & performance reviews
● Fun and supportive remote work environment

Please Note:

● Only qualified candidates will be invited for the next steps.
● To maintain a productive and transparent environment, we use a time tracking tool that includes screenshot monitoring during work hours. This helps ensure accountability and supports our commitment to high-quality, remote collaboration.
● We have other vacancies that might interest your friends & colleagues.

Apply now and take the first step toward building a long-term career with us!

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