Mortgage Services Assistant

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TYPE OF WORK

Full Time

WAGE / SALARY

$850 + bonus

HOURS PER WEEK

TBD

DATE UPDATED

Nov 12, 2025

JOB OVERVIEW

Do you want to be part of a growing business that supports clients in buying their dream home or going on a holiday of a lifetime? If the answer is yes, then this job is for you.

Due to the growth of our business, we are looking for a great candidate to take on the position of virtual Mortgage Services Assistant / Personal Assistant and join our team. The role includes the responsibility of organizing and administering the documentation required to successfully support Clients to process their mortgage applications.

***Main duties include, but are not limited to:
Responsible for managing the customer system to ensure that leads and Clients are responded to in a timely and professional ---------- ecking the necessary paperwork and following up on missing items to ensure a swift application process.
Processing mortgage applications in line with the training provided
Providing efficient and outstanding business and customer support
Collecting documents from clients and ensuring the CRM is updated and the application can move forward by making sure the documents received are correct
Reminding the Directors of important tasks and deadlines

***What skills and experience will I need?

Attention to detail is vital in providing an outstanding service for our clients
Ideally, you will have administrative experience within the financial industry
Computer skills are crucial, email management, flexibility
You must be able to work independently within a fast-paced environment
You will be resourceful and able to use your initiative to manage a busy workload and perform to a high standard.
You will be discreet and maintain absolute confidentiality regarding the Client's personal details at all times.

**Additional skills required:

• Analytical Know-How
• Detail-oriented
• Great attention to details
• Management Experience
• Ability to communicate in a busy environment
• Strong oral and written communications skills
• Critical Thinking
• Flexibility
• Resilience
• Collaboration
• Persuasiveness
• Risk analysis, Tact, and Diplomacy
• Organisational Skills and the ability to multi-task


If you are interested we would love to hear from you.

Full-time hours: 35/40 per week

Job Types: Part-time, Full-Time, Permanent

Salary: Competitive

Reference ID: Mortgage Services Assistant

Benefits:

Work from home
Growth within the company
Weekly / Monthly bonuses (depending on the performance)
Salary increase every 6 months (depending on the performance)

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