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Virtual Assistant with Mortgage Experience in the USA

Description:

Colorado-based Mortgage Company is currently looking for a reliable virtual assistant preferably with experience in handling mortgage in the USA.

Top 3 Duties:

1. Deliver WOW service Contract to Close

2. Ensure Documents to Close 48 hours in advance

3. Pre-Qualification of Clients

DELIVER WOW SERVICE CONTRACT TO CLOSE

Lock loan terms

Send disclosures with updated Needs list

– Get returned within 48 hours

Final paperwork received/DO a QC Review

– Be sure docs received matches checklist

– Organize assets/income

– Mortgage Banker Checklist/Quality Assurance Checklist

– File Turned into processing within 24 hours of receipt

New contracts – introduction to realtors via email

– Email LO to do a warm/fuzzy call to both agents

Tuesday Realtor Status Updates

ENSURE DOCUMENTS TO CLOSING WITHIN 48 HOURS

Productive Weekly Status Calls

Pipeline meeting weekly with processors

Pre-Close Checklist with Client 48 hours before closing

Attend closing if LO cannot (15 minutes max)

Call and get all conditions

PRE-QUALIFICATION OF CLIENTS

Assist Loan Processor 1 with putting scenarios together for prospective clients

– Research Client Scenarios with Underwriting and Inv. Guidelines

Assist Loan Officer with callbacks of prospects that need a phone consult prior to F2F

– Always following up with getting them to set a F2F Appointment

F2F appointments with clients (app or pre app) when LO cannot



Requirements:

Must have experience in handling Mortgage Loans in the US

Salary: ₱40000 - ₱45000
Address: Homebased