Upwork is hiring a Virtual Assistant for Mortgage Broker - Contract to Hire

Virtual Assistant for Mortgage Broker - Contract to Hire

Upwork  ·  US  ·  $15k/yr - $21k/yr
over 1 year ago

*****Applicants in the Georgetown, Penang region to only apply as office will be based in this location*****

We are seeking a diligent and organized Virtual Assistant to provide crucial support to our mortgage brokerage team. The ideal candidate will play a vital role in ensuring the smooth functioning of day-to-day operations, assisting with administrative tasks, and contributing to an efficient and client-focused mortgage process.

Responsibilities:

Administrative Support for Mortgage Operations:

Prepare, review, and edit mortgage documents, ensuring accuracy and compliance.

Handle phone calls and correspondence, providing professional and prompt responses to client inquiries.

Scheduling and Coordination for Mortgage Transactions:

Coordinate with clients, real estate agents, and other stakeholders to facilitate seamless transactions.

Data Entry and Organization for Mortgage Records:

Maintain and update client databases, loan files, and other mortgage records.

Organize and categorize mortgage-related information for easy retrieval and compliance purposes.

Research and Information Gathering for Mortgage Products:

Client Interaction and Relationship Management:

Communicate professionally with clients, providing updates on loan applications and addressing inquiries.

Assist in managing client relationships by providing necessary information and support throughout the mortgage process.

Task Prioritization in a Mortgage Context:

Prioritize and manage tasks associated with loan applications and closings.

Proactively identify potential issues in the mortgage process and collaborate with the team to address them promptly.

Technical Proficiency in Mortgage Tools:

Demonstrate proficiency in using mortgage-related software and tools to streamline processes.

Collaborate with the mortgage team to ensure accurate and timely completion of tasks.

Qualifications:

The applicant will be required to speak fluent English as the role will involve stakeholders based in Australia

Proven experience as a Virtual Assistant in the mortgage industry or a related field is a plus, but not a neccessity

Excellent written and verbal communication skills, with attention to detail.

Proficiency in MS Office Suite.

Ability to handle sensitive mortgage-related information with confidentiality.

Resourcefulness and ability to work independently.

Flexibility to adapt to changing priorities in the dynamic mortgage environment.

Working Conditions:

This will be a remote position to start, but will become an office-based role within the Georgetown location. The candidate must have a reliable internet connection and a suitable home office setup.

Application Process:

Interested candidates should submit their resume and a cover letter detailing their relevant experience.

We are an equal-opportunity employer. We encourage candidates from all backgrounds to apply.

Note: This job description is intended to convey information essential to understanding the scope of the position and is not an exhaustive list of skills, efforts, duties, responsibilities, or working conditions associated with it.

Job is closed

This job is already closed and no longer accepting applicants, sorry.