About the role
We are looking for a highly organized and proactive General Virtual Assistant to support our client's day-to-day operations. The ideal candidate has previous experience working with loan officers, mortgage companies, or real estate professionals and is comfortable handling administrative tasks, client follow-ups, and loan processing support.
The candidate must be very familiar with the loan process in California, including the general workflow, documentation, loan conditions, escrow, title coordination, and communication with the different parties involved in a transaction.
This role will start part-time with the opportunity to transition into full-time based on performance and business needs.
Key Responsibilities
Provide administrative support to the loan officer
Assist with loan processing tasks, including ordering loan documents and tracking file progress
Follow up with clients regarding required documents and outstanding loan conditions
Assist in monitoring loan files throughout the different stages of the loan process
Coordinate with title companies, escrow officers, lenders, and other parties involved in the transaction
Verify employment and assist with collecting required documentation
Send appointment reminders and follow-up messages to clients
Send text blast campaigns and client communications
Maintain accurate records and update CRM (training will be provided)
Monitor emails and respond to client inquiries in a timely manner
Assist with general administrative and ad hoc tasks as needed
Requirements
At least 1 year of experience as a Virtual Assistant supporting a loan officer, mortgage broker, lending company, or real estate professional
Very familiar with the loan process in California and the typical workflow of a California mortgage transaction
Strong understanding of loan processing, documentation, loan conditions, escrow, title coordination, and transaction follow-ups
Experience with loan processing, escrow coordination, title follow-ups, or mortgage-related administrative tasks is highly preferred
Strong organizational and multitasking skills
Excellent written and verbal English communication skills
Comfortable following up with clients and third-party vendors by phone, email, and text
Willing to learn new CRM systems (training will be provided)
Detail-oriented and able to manage multiple loan files simultaneously
Reliable computer and stable internet connection
Available to work part-time, with the potential to transition into full-time
To Apply:
Send your updated RESUME to (Check How to Apply) with the subject line: "GVALO Applicant - Full Name"