Administrative Virtual Assistant – Real Estate Investment Loans

homebldr is a real estate investment loan brokerage and technology company based in Austin,
TX. We connect real estate investors with the most competitive financing available through our
network of 65+ lender partners. From fix & flip projects to ground up construction to long-term
rental financing, our mission is to provide fast, transparent, and tailored loan solutions for
investors nationwide.

We are seeking a highly organized and detail-oriented Administrative Virtual Assistant to
support our loan processing and deal coordination workflow. In this role, you will be the key link
between our borrowers, lender partners, and internal team, ensuring deals move smoothly from
initial term sheet request through closing.

You will manage lender communications, submit deals through lender portals, prepare branded
term sheets, and coordinate all necessary documents with borrowers, lenders, title companies,
and insurance agents. The ideal candidate must be fluent in English, comfortable with phone
and email communication, able to work independently, and committed to delivering exceptional
client service.

KEY RESPONSIBILITES

Deal Submission & Pricing:
-Monitor incoming Term Sheet Request Forms and send deal information to
relevant lender partners via email.
-Submit deals to lenders through online portals and track responses.
-Schedule short review meetings with the founder to select the best loan terms.
-Prepare homebldr-branded term sheets in Canva and notify the founder when
ready to send.

Loan Processing:
-Send a daily needs list to every active deal in processing that clearly lists:
outstanding borrower docs, title/insurance items, lender asks, internal tasks, and
next milestones—with owners and due dates.
-Collect all required borrower documents via email or shared Google Drive
folders.
-Request documents from title companies and insurance agents as needed.
-Upload/send collected documents to the selected lender via email or portal.
-Maintain status tracking and escalate blockers promptly.

Follow-Up & Communication:
-Proactively follow up with borrowers, lenders, title companies, and insurance
agents to ensure deadlines are met.
-Call or email parties who are slow to respond to push deals forward.
-Professionally handle situations where borrowers may be frustrated due to
documentation requests or timeline changes.

General Administration:
-Maintain accurate and up-to-date records in Pipedrive CRM.
-Organize and store deal documents in Google Drive.
-Support the founder with administrative tasks related to loan coordination.

REQUIRED SKILLS & QUALIFICATIONS

-Exceptional written and spoken English communication skills.
-Strong organizational skills and attention to detail.
-Ability to manage multiple deals and deadlines simultaneously.
-Comfortable making professional phone calls to borrowers, lenders, and vendors.
-Tech-savvy, with the ability to quickly learn new tools and portals.

PROFICIENCY IN

-Google Workspace (Docs, Sheets, Drive)
-Canva (for creating branded term sheets)
-CRM systems (Pipedrive experience preferred)
-VOIP calling systems
-High level of professionalism, confidentiality, and reliability.
-Open to feedback and committed to continuous improvement.

PREFERRED EXPERIENCE

-Previous administrative, loan processing, or virtual assistant experience in real estate,
mortgage, or lending.
-Familiarity with real estate investment financing, including fix & flip, DSCR, and ground
up construction loans.
-Experience coordinating with multiple parties (borrowers, lenders, title, insurance).
-Prior remote work experience with demonstrated self-management skills.

WORK SCHEDULE

-Primarily standard business hours, with occasional after-hours availability as needed to
push deals forward.
-Flexibility to accommodate time-sensitive deal requirements.

COMPENSATION
-Competitive hourly rate or monthly salary based on experience.
-Opportunity for performance-based bonuses tied to deal volume and closing success.