Mortgage Virtual Assistant (Remote)
CS Outsource
Description du poste
About the role
We are seeking an experienced Mortgage Virtual Assistant to provide direct support to US‑based mortgage brokers and loan officers. This remote position focuses on managing loan files, coordinating with underwriting and title partners, and ensuring a smooth closing process.
Key responsibilities
- Process and manage loan files from submission through closing.
- Order, coordinate, and track appraisals.
- Collect, review, and organize borrower documentation.
- Follow up with borrowers on outstanding requirements.
- Review and help clear underwriting conditions.
- Communicate with underwriters, lenders, title companies, and other partners.
- Update CRM/LOS systems with loan status and borrower information.
- Assist loan officers with lead follow‑up and cold calling as needed.
- Support basic marketing and social‑media activities when applicable.
Required profile
- Hands‑on experience in US mortgage loan processing.
- Proven ability to clear underwriting conditions and manage borrower documentation.
- Familiarity with mortgage terminology and closing procedures.
- Detail‑oriented, organized, and proactive in a fast‑paced environment.
- Excellent written and verbal communication with US mortgage professionals.
Required skills
- Experience with mortgage CRM/LOS platforms such as Encompass, Calyx, Arive, and GoHighLevel.
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