Mortgage Broker

Summary

Join 20four7VA as a Virtual Assistant supporting a mortgage broker specializing in residential home loans. This Junior-Senior level position requires a minimum of 10 hours per week, Monday-Friday, between 9 AM and 5 PM PST. You will assist with administrative tasks, client communication, and document management, ensuring a smooth loan process. Familiarity with mortgage processes, excellent communication skills, and proficiency in relevant software are essential. The role involves managing client data, utilizing loan origination software, and providing regular client updates. Apply now to join our remote team!

Requirements

• Experience in mortgage or loan processing
• Familiarity with CRMs like Jungo (Salesforce-based) and tools such as LendingPad and Flowify
• Excellent organizational skills and attention to detail
• Strong verbal and written communication skills
• Ability to work independently and prioritize tasks effectively
• Knowledge of basic social media management (e.g., posting or interacting with content)

Responsibilities

• Collect and review required documentation from clients (e.g., W-2s, pay stubs, bank statements)
• Upload client-provided documents to loan processing files
• Assist clients with document submissions, including guiding them on how to scan or photograph documents effectively
• Enter client information into software platforms, including Homebot, post-closing
• Provide regular updates to clients, primarily through phone calls, as needed
• Schedule and confirm client follow-ups to ensure timely communication
• Maintain and manage client data in CRM systems like Jungo (Salesforce-based)
• Utilize loan origination software (LendingPad) and application platforms (Flowify)
• Perform other administrative duties as required

Preferred Qualifications

Video editing experience is a plus

Benefits

• Competitive rates
• Weekly payments
• Annual rate increase (based on performance)
• Paid time off
• Paid holidays
• Free training and upskilling
• Constant support and guidance from managers and mentors
• Clear schedules and guidelines
• A vibrant community always ready to support you