Virtual Assistant for Mortgage and Loan Processing and Administrative Tasks

Hello there,

We are seeking a highly motivated and organized Virtual Assistant to join our team and provide support in mortgage and loan processing, as well as various administrative tasks. This role is perfect for someone with experience in the mortgage industry who can handle a wide range of responsibilities efficiently.

Responsibilities:

Mortgage and Loan Processing:

Review and organize mortgage and loan documents.
Reading/ calculating income documents and credit report
Assist with loan application submissions and follow-ups with clients for document requests and lenders/ lawyers.
Communicate with clients and lenders to gather necessary information.
Ensure compliance with mortgage and loan regulations.
Preparing signing documents and sending them for signing through DocuSign.

Administrative Tasks:

Manage email correspondence and calendar.
Data entry and record-keeping.
Create and maintain spreadsheets and reports.
Handle phone calls and assist with client inquiries.
Assist with other general administrative tasks as needed.
Cold Calling and emailing clients if needed.
CRM Management/ campaign creation is an asset, but not required.
Social media management is an asset, but not required.

Qualifications:

Proficiency in written and spoken English for clients, and lender followups a must!
Previous experience in mortgage and loan processing is required.
Strong organizational and time-management skills.
Excellent communication skills, both written and verbal.
meet deadlines
Attention to detail and accuracy are essential for compliance!
Additional Information:

This is a remote, part-time position with the potential for full-time depending on performance.
Hours and schedule are flexible, but some availability during regular business hours may be required.
We are looking for a long-term collaboration with the right candidate.

If you meet the qualifications and are interested in this position, please submit your resume along with a cover letter outlining your relevant experience and why you would be a great fit for this role.

We look forward to reviewing your applications!