Mortgage Virtual Assistant (Remote)

Company: Adams Agency (U.S.-Based Mortgage & Insurance Agency)
Work Type: Remote | Part-Time to Full-Time
Schedule: Flexible (U.S. business hours preferred)

Job Overview

Adams Agency is seeking a Mortgage Virtual Assistant with prior mortgage experience to support borrower intake, document tracking, and loan pipeline management.

Responsibilities

Assist with mortgage intake and borrower documentation

Track loan files and follow up on missing conditions

Update CRM and loan tracking systems

Schedule consultations and status updates

Communicate with borrowers, processors, and partners

Requirements

Prior mortgage experience (required)

Experience as a loan assistant, processor, or mortgage VA

Strong follow-up and deadline management skills

Excellent written and verbal communication

Reliable internet and remote work setup

Preferred

Experience with FHA, VA, USDA, DSCR, or HELOC loans

Familiarity with U.S. mortgage documentation

CRM or LOS experience

In the first paragraph of your application, please list:

Years of insurance experience

Years of mortgage experience

The CRM systems you have used

Applications that do not follow this format may not be considered.