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Remote Virtual Assistant – Mortgage & Home Loan Support

Ocean Virtual Assistant Solutions
Remote
Full-time

Full job description

Type: Remote
Schedule: Full-time or Part-time
Experience: Minimum 1+ year supporting mortgage brokers, loan officers, lenders, or related mortgage roles.

About the Role

We are seeking Virtual Assistants with professional experience in any part of the mortgage process. You do not need experience in every skill listed—candidates with hands-on experience in any relevant responsibilities will be considered. Experience can include borrower communication, document collection, LOS data entry, AUS-related tasks, partner coordination, pipeline updates, or mortgage administration.

If you’ve worked with mortgage professionals and understand how loan files move through the pipeline, you’re encouraged to apply.

Responsibilities (Experience in Any of These Areas Is Valued)Borrower Intake & Support

  • Managing inbound leads
  • Conducting initial borrower screening
  • Assisting with application steps
  • Scheduling borrower and partner follow-ups

Loan File & Documentation Support

  • Collecting and organizing borrower documents
  • Reviewing files for completeness
  • Uploading information into LOS systems
  • Preparing files for underwriting or AUS runs

Pipeline & CRM Support

  • Updating CRM records
  • Tracking loan status
  • Managing daily task lists and deadlines

Borrower & Partner Communication

  • Providing file updates
  • Following up on missing items
  • Coordinating with realtors, processors, title, escrow, and insurance partners

General Administrative Support

  • Managing inboxes and calendars
  • Preparing templates, summaries, or basic reports
  • Handling e-signature workflows (DocuSign, HelloSign)

You do not need experience in all areas. Candidates with any mix of mortgage-related experience are encouraged to apply.

Required Experience

  • Minimum 1 year in the mortgage, home-loan, lending, or loan-processing industry
  • Understanding of the mortgage workflow (even if partial)
  • Experience with CRMs, digital workflows, or mortgage-related tools

Preferred (Not Required)Experience using LOS systems

  • Encompass
  • Calyx
  • LendingPad
  • Blend
  • Byte
  • Or similar loan origination platforms

Working familiarity with Automated Underwriting Systems (AUS)

  • Desktop Underwriter (DU)Fannie Mae
  • Loan Prospector (LP) / Loan Product Advisor (LPA)Freddie Mac

(You do not need expert-level AUS skills—practical usage or file-preparation familiarity is acceptable.)

Additional Preferred Skills

  • Experience supporting processing, pre-underwriting, or closing coordination
  • Experience coordinating with realtors, escrow, title, or insurance partners

What We’re Looking For

  • Detail-oriented and organized
  • Strong follow-through
  • Ability to work independently
  • Clear, professional communication

Job Type: Full-time

Pay: Php235.00 - Php475.00 per hour

Expected hours: 40 per week

Application Question(s):

  • Are you currently in school? We do not hire candidates currently in school.
  • Are you located in Latin America? Which country?
  • Have you submitted your resume in English?
  • What is your Current Employment Status?
  • What type of work schedule are you available and willing to commit to? (Full-time, Part-time, Both)

Education:

  • Bachelor's (Preferred)

Experience:

  • Mortgage & Home Loan Support: 1 year (Required)
  • work from home - Virtual assistant: 1 year (Required)

Language:

  • English (Required)

Work Location: Remote