20four7VA is seeking a Mortgage Loan Officer Assistant Virtual Assistant as an offshore independent contractor to deliver remote services. You will support a growing mortgage team by providing loan application support, client communication, and document coordination to ensure applications move efficiently through the pipeline.
What You'll Do
- Send loan application links to borrowers and guide them through the application process.
- Follow up with clients to collect required documentation for loan applications.
- Track and organize borrower documents to ensure files are complete.
- Maintain accurate records of borrower information and loan status.
- Prepare loan files so they are ready for review by the loan officer or processing team.
- Conduct follow-up emails or calls with borrowers regarding missing documents or next steps.
- Send introductory emails and instructions related to loan applications.
- Maintain consistent communication with clients throughout the application process.
- Provide professional and courteous support when responding to borrower inquiries.
- Maintain and update borrower records in the CRM system.
- Track loan progress and ensure borrower information is accurate and organized.
- Assist in keeping the loan pipeline updated and organized for the loan officer.
- Document interactions and updates within the CRM.
- Monitor and manage the loan officer’s inbox.
- Respond to basic borrower inquiries and route complex questions appropriately.
- Assist with scheduling meetings or borrower consultations.
- Organize tasks and daily priorities to support efficient workflow.
What We're Looking For
- Previous experience in mortgage, lending, or real estate administration preferred.
- Strong organizational and administrative skills.
- Excellent written and verbal English communication skills.
- Ability to follow up professionally with clients and maintain positive relationships.
- Experience with CRM systems and document management.
- Detail-oriented with strong attention to documentation accuracy.
- Ability to work independently and manage tasks remotely.
Nice to Have
- Experience supporting a Loan Officer or Mortgage Broker.
- Familiarity with loan applications and mortgage documentation.
- Experience in real estate transaction coordination.
- Exposure to mortgage CRM systems or loan platforms.
Technical Stack
- ARIVE Loan Platform
- CRM systems or equivalent
- Email (Gmail/Outlook)
- MailChimp (Optional)
- Google Workspace / Microsoft Office
Team & Environment
This is a part-time remote role working closely with a Loan Officer, reporting to a Mortgage Loan Officer.
Benefits & Compensation
- Competitive rates
- Weekly payments
- Various open roles are available
- Free training and upskilling
- Constant support and guidance
- A vibrant community always ready to support you
Work Mode
This is a global, fully remote contractor position.
