Experienced Mortgage Broker Virtual Assistant

Role: Experienced Mortgage Broker Virtual Assistant
Working Hours: 11:00 PM – 4:00 AM Philippine time (Monday to Friday) – Graveyard shift
Salary: $4 per hour – paid weekly

JOB SUMMARY:
We are looking for a highly motivated and organized Mortgage Broker Virtual Assistant to provide crucial administrative support to the mortgage broker. The successful candidate will play a key role in facilitating smooth transactions and ensuring clients receive top-notch service. As a Mortgage Broker Virtual Assistant, you will handle various tasks to streamline the mortgage application process, improve efficiency, and enhance customer satisfaction.

RESPONSIBILITIES:
1. Client Communication: Act as a liaison between clients and mortgage brokers, ensuring timely responses to inquiries and requests, and maintaining excellent customer relationships.

2. Document Management: Prepare, organize, and maintain mortgage application documents, ensuring accuracy and compliance with regulatory requirements.

3. Data Entry: Input and update client information, loan details, and financial data into our CRM and other software systems.

4. Loan Application Support: Assist clients in completing loan applications, collecting required documentation, and ensuring all necessary information is submitted correctly.

5. Scheduling: Coordinate and manage appointments, meetings, and follow-ups for mortgage brokers and clients.

6. Market Research: Stay up-to-date with mortgage market trends and rates to provide clients with valuable information.

7. File Organization: Maintain a systematic and organized digital filing system for all client-related documents.

8. Quality Control: Review mortgage applications for completeness and accuracy before submission to lenders.

9. Compliance: Ensure all documentation and communication adhere to industry regulations and company policies.

10. Administrative Support: Provide general administrative assistance to mortgage brokers, such as email management, phone call screening, and calendar management.

QUALIFICATIONS:
1. Proven Experience: Previous experience as a virtual assistant or in a mortgage-related role is highly preferred.

2. Excellent Communication: Strong written and verbal communication skills to interact effectively with clients, team members, and lenders.

3. Detail-Oriented: Exceptional attention to detail and accuracy in document preparation and data entry.

4. Organizational Skills: Ability to multitask, prioritize, and manage time effectively in a fast-paced environment.

5. Tech Savvy: Proficiency in MS Office Suite, CRM software, and document management systems. Experience with mortgage-specific software is a plus.

6. Knowledge of Mortgage Industry: Basic understanding of mortgage terminology, loan types, and the application process.

7. Customer-Centric: A commitment to delivering excellent customer service and a strong desire to help clients achieve their homeownership goals.

8. Self-Motivated: Able to work independently, meet deadlines, and take initiative to improve processes.

Click to view: Maintain the highest level of confidentiality and professionalism when handling sensitive client information.

10. Remote Work Skills: Comfortable working in a virtual environment, with a reliable internet connection and appropriate home office setup.

PERKS OF WORKING WITH US:
1. $20 bonus for each mortgage loan closed. This becomes $30 bonus if 20+ mortgage loans were closed in a month.
2. Opportunity for performance-based salary increase over time
3. Service incentive leaves
4. Paid Christmas/Holiday leave
5. AWESOME boss!

APPLICATION PROCESS (REQUIRED TO FOLLOW ALL STEPS):
1. Click on the Apply button.

2. Subject: “Mortgage Broker VA – I’m (Full Name) and I want to work for you!”

3. Body: Links to the following:
— Resume / CV with character references
— Portfolio of previous work (if available)
— Voice recording of yourself ( using Click to view ) answering these statements:
>>>> Give us an introduction to yourself and your work experience.
>>>> Why do you think you are the best fit for this role?
>>>> Where do you see yourself in 3 years?

4. Submit your application.

5. You will be informed in an email that your application has been received, within 24 to 48 hours from submission.

6. You will be informed in another email whether your application has been shortlisted and will proceed to have an interview, within 1 business week from submission.