Source Job

Global

  • Handle loan processing, client communication, and essential administrative duties.
  • Ensure a seamless loan application journey from initial enquiry through to settlement.
  • Manage and prioritise the broker's Outlook inbox and maintain accurate CRM records.

Loan Processing Customer Service Organizational Skills Communication

9 jobs similar to Mortgage Broker Virtual Assistant

Jobs ranked by similarity.

US

  • Partner with Loan Originators and Realtors to support the full loan lifecycle from application to close.
  • Manage a pipeline of various loan products including conventional, FHA, VA, USDA, and reverse mortgages.
  • Ensure accuracy and compliance by reviewing documents, gathering conditions, and coordinating closings.

We offer a best-in-class mortgage experience focused on helping clients achieve homeownership. As part of the PLACE family, we maintain high standards and a driven team committed to exceptional service.

Australia

  • Conduct suburb and property research aligned with client investment goals.
  • Coordinate due diligence activities such as building inspections and title searches.
  • Build and nurture relationships with mortgage brokers and referral partners to generate new opportunities.

VA4U is a fast-growing Australian Buyers Agency that specializes in property sourcing and buyer advocacy. The company values resourceful, proactive individuals who excel at research, due diligence, and building referral partnerships.

$107,000–$142,800/yr
Canada

  • Automate 70% of your workflow with proprietary auto-adjudication and compliance handling.
  • Receive qualified leads and uncapped earnings with a competitive commission split.
  • Access dedicated in-house support and industry-leading technology to maximize closing deals.

Perch is an award-winning mortgage brokerage that helps Canadians make data-driven decisions to save money on their mortgage and access home equity. Founded in 2018 and based in Toronto, the company works with homeowners across Canada with a dedicated team of professionals.

$140,000–$160,000/yr
Unlimited PTO

  • Lead consultative, product-led sales conversations with mortgage lenders, diagnosing verification workflows and designing tailored solutions.
  • Own the full sales cycle from prospecting and discovery through technical evaluation, negotiation, and close.
  • Manage complex buying committees and drive revenue within a defined book of mortgage accounts.

Truv empowers mortgage lenders and financial institutions with consumer-permissioned income, employment, and asset data to streamline verification processes. Backed by Kleiner Perkins, it is an approved vendor for Fannie Mae and Freddie Mac and operates with a focus on regulatory compliance and innovation.

Processor

Hometap
$65,000–$65,000/yr
US

  • Own a pipeline of homeowner applications from intake through underwriting handoff.
  • Collect supplemental information and place orders with third-party vendors for required documentation.
  • Review documentation for completeness and accuracy, then compile the full application package for underwriting.

Hometap provides home equity investments that give homeowners debt-free cash in exchange for a share of their home's future value. The company has been recognized as a great place to work by the Boston Globe and Forbes, and fosters a collaborative and passionate culture.

$120,000–$140,000/yr
Australia

  • Drive home lending growth across Townsville and surrounding areas by building strong local networks.
  • Deliver personalized lending solutions as the local face of Beyond Bank, meeting members in the community.
  • Proactively generate leads and deepen relationships through consultative conversations.

Beyond Bank is one of Australia's largest member-owned mutual banks, providing personal, business and community banking to over 300,000 members. They are a Certified B Corp with a culture focused on community impact and sustainability, employing a collaborative team across 50+ branches nationally.

United States

  • Act as the single-domain authority for front-end mortgage business, translating loan officer workflows into product requirements for the JazzX Mortgage Application.
  • Work representative borrower scenarios end-to-end, documenting qualification, pricing, and lock decisions for product and engineering teams.
  • Partner with product managers to pressure-test specs and AI assistant behaviors against real-world sales practice.

SAI Group is a private investment firm that incubates and scales AI-powered enterprise software companies. Its portfolio comprises rapidly growing AI firms serving over 2,000 global customers with nearly $600 million in annual revenue and a workforce of over 4,000 individuals.

Australia

  • Manage and grow broker partnerships to drive loan originations and deliver a market-leading broker experience.
  • Act as primary contact for a portfolio of brokers, providing fast and accurate support while converting quotes into settled loans.
  • Develop tailored sales strategies to achieve loan origination growth and activity targets.

Plenti is a fintech lender providing faster, fairer loans through smart technology. With over 250 employees in Australia and a loan portfolio over $3 billion, Plenti is a founder-led, ASX-listed company with a collaborative and ambitious culture.

$31,750–$34,290/yr
UK 5w PTO 20w maternity 4w paternity

  • Provide administrative support to Conveyancing Case Handlers on residential property transactions.
  • Communicate with clients, estate agents, lenders, and third parties to progress cases.
  • Perform AML checks, prepare documentation, and update case management systems.

Amity Law is a fully regulated law firm specializing in conveyancing, helping clients buy, sell, or remortgage homes. With a 20-year track record, the firm emphasizes customer service and fosters a supportive, collaborative team culture.