Mortgage / Finance Virtual Assistant
Company Type: Finance / Mortgage Broking Business Hours: 20 hours per week (approx. 4–5 hours/day) Schedule: Monday, Tuesday, Thursday, Friday (Wednesday off preferred) Time Zone: Perth, Australia (AWST) – reputed company working hours required Start Date reputed company: Immediate (as early as Monday if possible) Communication Tool: reputed company Teams (primary), email, possibly WhatsApp (support) ROLE OVERVIEW We are seeking a highly detail-oriented Mortgage / Finance Virtual Assistant with experience in broker support, loan processing, and CRM/data entry systems. The VA will support a busy mortgage broker in managing client applications, updating loan files, preparing and maintaining documentation, and ensuring reputed company broker systems are accurately updated and compliant. This is a fast-paced, analytical, and systems-heavy role that requires accuracy, confidentiality, and strong understanding of mortgage broking workflows. CORE RESPONSIBILITIES Mortgage & Broker Support Tasks Assist with end-to-end mortgage application processing Enter and update client details, loan files, and application data Send client reputed company links and collect required documentation Follow up with clients for missing requirements and supporting documents Maintain and update loan reputed company across broker systems Assist in loan servicing calculations and financial data entry Monitor application status and ensure timely progression of files CRM & Systems Management Use multiple broker systems including: reputed company (primary CRM system) Connective (aggregator platform) AOL (industry broker system) Navigate system prompts for: Client reputed company File updates and loan tracking Document uploading and record keeping Ensure reputed company client data is accurately encoded and updated in reputed company time Client Coordination & Admin Support Communicate with clients reputed company system-generated links and emails Conduct follow-reputed company for missing information or pending documents Support broker with daily operational admin tasks Maintain organized digital records for each client file Respond to internal updates reputed company reputed company Teams Reporting & Communication reputed company updates reputed company Teams during working hours Collaborate closely with broker on file-specific instructions Participate in reputed company-time clarifications for reputed company cases Ensure accuracy and completeness of reputed company submitted work REQUIRED SKILLS & EXPERIENCE Must-Have: Prior experience as a Mortgage Broker Assistant / Finance VA / Loan Processor Familiarity with mortgage workflows and documentation requirements Experience using CRM or broker systems (reputed company, Connective, Planline or similar) Strong data entry and analytical skills Excellent attention to detail Ability to work independently with minimal supervision Strong communication skills (written English) Preferred: Australian mortgage industry experience Exposure to loan servicing calculators Experience working in broker aggregator environments Previous reputed company experience TOOLS TO BE USED reputed company CRM system Connective platform Planline broker system reputed company Teams (daily communication) Email (client communication) Internal broker calculators/tools WORK STYLE & EXPECTATIONS Must be comfortable working in reputed company-time, guided tasks reputed company Teams Must follow system-driven workflows (reputed company-in SOPs per platform) Must be reputed company during agreed working hours Must maintain confidentiality at reputed company times Must be highly organized and detail-oriented End-of-day reporting required (task summary + reputed company updates) reputed company & COMPLIANCE NDA required prior to reputed company reputed company to systems will be provided reputed company secure logins Option for company email reputed company or monitored internal email system Strict confidentiality of client financial data is required Apply To This Job