Mortgage Virtual Assistant – Administrative Support

We are seeking a detail-oriented Mortgage Virtual Assistant (VA) to provide administrative support for our mortgage brokerage for 40 hours per week. The ideal candidate will manage CRM data, update lender portals, and handle general admin tasks to ensure smooth daily operations.

Responsibilities:

1. CRM Management & Lead Handling:
• Update, organize, and manage My LO Portal CRM.
• Assign leads, update lead statuses, and maintain accurate records.
• Assist with lead follow-ups and appointment scheduling

2. Lender Portal Management:
• Log into various lender websites (e.g., UWM, Rocket TPO, Plaza, etc.).
• Upload required borrower documents into lender systems.
• Track loan applications and follow up on status updates.

3. General Administrative Support:
• Manage emails and respond to client inquiries.
• Organize and maintain borrower documents securely in OneDrive.
• Schedule and confirm appointments using MS Outlook.
• Assist with preparing client intake forms.

4. Communication & Coordination:
• Send reminders for pending borrower documents.
• Coordinate with third-party vendors (title companies, appraisers, etc.).
• Update the team via Slack.

Requirements:
Experience: Minimum 1 year in a mortgage, finance, or real estate admin role.

Preferred (Not Required):
Previous experience working with U.S.-based mortgage companies.
Knowledge of mortgage compliance and industry regulations.

Candidates may apply by sending in their updated resume and 30-Second Self Introductory Voice Recording to Upgrade to see actual info and use the SUBJECT LINE: MTGADMINVA

Failure in following above instructions will automatically be disqualified. We will reach out to all qualified candidates for pre-screening interview within 24-48 hours. Otherwise, we are no longer proceeding with your application.