JOB INFO

Job Title

Executive Virtual Assistant (Investment Properties)

JobID

WRIJJH

Industry

Mortgage

Location

Philippines and LATAM

Status

Full Time

Work Schedule

9am to 5pm EST

Pay rate

$6 - $8

Target Start

May (earlier if possible)

JOB DETAILS

About the Client

The company is a mortgage brokerage that focuses on investment properties. They help real estate investors get financing that fits their needs, making the lending process simple and smooth. The company provides expert support from start to finish, helping clients every step of the way.

About the Role

The company is looking for a skilled and tech-savvy Executive Virtual Assistant to help their growing mortgage brokerage. This is a full-time, long-term job where the assistant will play a key role in daily tasks like managing leads, processing loans, and handling office work.

The role offers growth potential, including the chance to step into a leadership position as the company expands. They want someone who enjoys the mortgage industry and is excited about taking on challenging work with real opportunities for advancement.

Key Responsibilities

• Lead Outreach and Nurturing
  
  
  • Maintain customer records, track leads, and create plans to convert them into clients.
  • Develop and execute marketing campaigns (e.g., email, text) to engage potential clients.
  • Communicate with leads, build rapport, and address questions.
• Loan Processing Support
  
  
  • Review borrowers’ financial information (e.g., income, credit) and suggest suitable loan options.
  • Prepare loan offers and clearly explain them to clients.
  • Look for ways to streamline and improve loan processing.
• Document Collection and Submission
  
  
  • Gather and organize client documents, ensuring they’re ready for lenders.
  • Submit documentation correctly and on time.
  • Follow up on any issues or missing paperwork.
• Appraisal Coordination
  
  
  • Schedule property evaluations and ensure reports are completed on time.
  • Verify the accuracy of appraisal reports and address any discrepancies.
  • Provide clear updates to clients and lenders regarding appraisals.
• Closing Process Management
  
  
  • Assist with preparing and reviewing closing documents for accuracy.
  • Coordinate with title companies, lenders, and agents to finalize closings.
  • Keep clients informed and answer any questions during the closing phase.

• Office Support
  
  
  • Manage calendars, schedule appointments, and handle phone/email inquiries.
  • Assist with billing, vendor relations, and daily administrative tasks.
  • Identify office needs and propose solutions, such as improved file organization or reports.
• Future Growth
  
  As the company grows, this role may evolve into leading teams or helping plan new initiatives. It’s an excellent starting point for long-term career advancement.
  
  

Skills & Qualifications

• Must-Have
  
  
  • Excellent English communication (written and spoken).
  • Strong computer skills and the ability to learn new software quickly.
  • Fast and accurate typing.
• Experience
  
  
  • Mortgage or real estate experience is helpful but not required. Training will be provided for candidates with strong foundational skills.
• Who They’re Looking For
  
  
  • Tech-savvy and quick to adapt.
  • Highly organized and detail-oriented; able to manage multiple tasks simultaneously.
  • Professional and personable with clients.
  • Self-motivated and proactive.
  • Meticulous in handling data and documents.
  • Strong interpersonal skills to understand and meet client needs.
  • Capable of forward planning and contributing to strategic decisions.
  • Comfortable working during Eastern Time business hours (with some flexibility for extended hours if needed).