Support loan processing and compliance-related administrative tasks
Assist with the preparation, completion, and distribution of required mortgage forms and notices
Ensure accuracy and completeness of borrower information before documents are issued
Track application statuses and follow up on missing or required documentation
Maintain organized digital records and file management systems
Communicate professionally with internal team members regarding form status and compliance needs
Adhere to mortgage industry timelines and documentation standards

Previous experience as a Virtual Assistant, preferably in mortgage, lending, real estate, or financial services
Strong attention to detail and ability to follow structured processes
Excellent written communication skills
Comfortable working with forms, templates, and document workflows
Reliable internet connection and ability to work independently
Familiarity with U.S. mortgage processes and disclosures (preferred)
Experience working with mortgage brokers or loan officers (preferred)
Knowledge of compliance-related documents and deadlines (preferred)
Experience using CRM systems or loan origination systems (preferred)

Mortgage Virtual Assistant

Key skills