Source Job

Global

  • Prepare, review, and send out required mortgage-related forms.
  • Ensure accuracy and completeness of borrower information.
  • Track application statuses and follow up on missing documentation.

Virtual Assistant Mortgage Financial Services Communication Skills CRM Systems

17 jobs similar to Mortgage Virtual Assistant

Jobs ranked by similarity.

Colombia Mexico Argentina Philippines

  • Create and maintain loan files in LOS and CRM.
  • Act as a secondary point of contact for borrowers, providing status updates.
  • Monitor active pipeline daily, maintain task lists and follow-up reminders.

Solvo Global is an organization hiring for a Loan Officer Assistant position. They are open to candidates from Colombia, Mexico, Argentina, Peru, Guatemala, Honduras, Philippines, and Kenya.

$50,000–$60,000/yr
US

  • Process applications for CTC submission to underwriting, working with various parties.
  • Review, upload file documentation into LOS, and accurately clear applicable loan conditions.
  • Analyze credit, income, tax returns and asset documents, ensuring client file confidentiality.

Longbridge helps seniors unlock their home equity. They are a leading provider of home equity solutions and have been named a Great Place to Work® three years in a row.

$60,000–$65,000/yr
US

  • Process applications from submission, to underwriting and closing
  • Review, upload, organize, and label file documentation into loan imaging system
  • Analyze Credit, income, tax returns, asset documents and payment history

Longbridge helps seniors unlock their home equity. They have been named a Great Place to Work® three years in a row and believe that when people enjoy what they do and where they do it, everyone wins.

US

  • Coordinate scheduling assignments between signing agent, borrower, and clients.
  • Handle incoming calls from signing agents, borrowers, and clients regarding scheduling.
  • Complete requests for reschedules and cancellations.

Mortgage Connect is a national mortgage service provider specializing in assisting mortgage lenders with various services related to loans. Their entrepreneurial mindset drives innovation and diversification, with a commitment to cultural values known as "The 5 C's".

$25–$27/hr

  • Liaises among customers and escrow companies to coordinate document preparation.
  • Ensures loan files are complete with all outstanding issues addressed prior to submission for funding.
  • Coordinates funding requests and follows up for required documentation and conditions.

PRMG offers mortgage lending services. They focus on providing a comprehensive benefits package and opportunities for internal advancement.

US

  • Manage founders' calendars and executive follow-ups.
  • Own client onboarding, contracts, and invoices.
  • Track recruiter commissions and provide financial summaries.

My Hero VA provides virtual assistant services. They match skilled professionals with businesses needing administrative, technical, or creative support.

US

  • Review loan documents to determine if loan is assumable.
  • Prepare and distribute approval and denial letters.
  • Prepare and distribute assumption packages.

LoanCare is a full-service mortgage loan subservicer, delivering excellence to banks, credit unions, independent mortgage companies, investors, and the homeowners they support. Backed by the strength and stability of Fidelity National Financial (NYSE: FNF), a Fortune 500 company, they offer a career foundation built on integrity, innovation, and collaboration.

US

  • Answer inbound calls from customers about the reverse mortgage program.
  • Initiate outbound calls to potential customers and qualify them.
  • Transfer interested and qualified customers to the sales team.

Longbridge helps seniors unlock their home equity, allowing them to enjoy their retirement. They have an "Excellent" rating on Trustpilot and have been named a Great Place to Work® three years in a row, offering opportunities for growth and a positive culture.

South Africa

  • Manage precontract compliance for candidates.
  • Act as the first point of contact for worker issues.
  • Support candidate qualification and database maintenance.

Jobgether is a platform that connects job seekers with companies. They use AI-powered matching to ensure applications are reviewed quickly and fairly.

South Africa

  • Manage multiple email inboxes and ensure timely responses.
  • Maintain and optimize calendar scheduling and follow-ups.
  • Provide general administrative support and respond to customer inquiries.

Jobgether uses an AI-powered matching process to ensure job applications are reviewed quickly, objectively, and fairly against the role's core requirements. They identify the top-fitting candidates and share a shortlist with the hiring company.

Global

  • Fully revamp and maintain organized OneDrive file systems
  • Manage and update CRM records in HubSpot
  • Prepare, manage, and track subcontractor paperwork

20four7VA connects offshore independent contractors with clients worldwide, focusing on developed markets. They offer opportunities to deliver remote services to clients requiring administrative, operational, and CRM support.

US

  • Review TRID pre-closing disclosures and validate loan data and calculations.
  • Examine file documentation for completeness and follow up with borrowers.
  • Serve as a liaison to resolve issues and ensure smooth assumptions process.

LoanCare is a full-service mortgage loan subservicer that delivers excellence to various financial institutions and homeowners. They are backed by Fidelity National Financial (NYSE: FNF), a Fortune 500 company, emphasizing integrity, innovation, and collaboration.

US

  • Assist attorneys with case preparation, documentation, and ongoing matter management.
  • Draft and manage legal documentation for real estate transactions, including contracts, leases, and closing documents.
  • Act as a liaison between the US-based client, attorneys, and other stakeholders to ensure matters progress smoothly.

Savvital provides diversified services to small and medium-sized businesses in the international market to enable them to build their future while benefiting from our customized solutions. Their team of educated experts are motivated individuals excited to handle tasks that can bring capacity to your workday.

US

  • Manage and optimize property listings across major US platforms.
  • Build and maintain automated email sequences and lead nurture workflows.
  • Act as a primary liaison for your US client, ensuring marketing efforts align.

Savvital provides diversified services to small and medium-sized businesses in the international market to enable them to build their future while benefiting from our customized solutions. Their team of educated experts are motivated individuals excited to handle tasks that can bring capacity to your workday.

US

  • Coordination of all aspects of finalizing the loan closing process.
  • Communicate with clients, borrowers, attorneys, internal staff, and outside agencies.
  • Facilitate all closing issues in a timely manner.

Mortgage Connect is a national mortgage service provider specializing in assisting mortgage lenders with a multitude of services they need in connection with a loan. They have an entrepreneurial mindset and are driven and committed to their cultural values called “The 5C’s”.

US

  • Enter and verify bills, invoices, and payments within the Rent Manager system
  • Reconcile bank accounts and maintain accurate payment tracking records
  • Monitor lease expiration dates and coordinate lease renewals

SnappyCX is a property management company. They value detail-oriented and reliable support to their daily operations.