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CPT-10831 Mortgage Virtual Assistant– [Business Support VA/Junior -Advanced Level] (Remote).

Overview

20four7VA is seeking offshore independent contractors to deliver remote services to clients worldwide, with a primary focus on developed markets such as the United States, the United Kingdom, Canada, and Australia.

We are a Michigan-based mortgage brokerage seeking a detail-oriented Virtual Assistant to support loan processing and compliance-related administrative tasks. The primary focus of this role is assisting with the preparation, completion, and distribution of required mortgage forms and notices. This role is suitable for Junior to Advanced-level VAs with experience in mortgage or financial administrative support.

The objective of each engagement is to assist the client in improving business efficiency, enhancing service delivery, or supporting operational functions through high-quality, task-specific services rendered by a qualified contractor.

Scope of Services

Contractors will be required to provide services that align with the following client tasks:

Prepare, review, and send out required mortgage-related forms, including:

• Notice of Adverse Action forms
• Notice of Incomplete Application File forms
• Ensure accuracy and completeness of borrower information before documents are issued
• Track application statuses and follow up on missing or required documentation
• Maintain organized digital records and file management systems
• Communicate professionally with internal team members regarding form status and compliance needs
• Adhere to mortgage industry timelines and documentation standards

Each engagement is based on a defined scope of work and is governed by an independent contractor agreement. Services must be performed professionally, with adherence to any timelines, guidelines, and deliverables agreed upon in writing.

Skills

The Contractor must demonstrate proficiency in the following, depending on the Client’s requirements:

Required:

• Previous experience as a Virtual Assistant, preferably in mortgage, lending, real estate, or financial services
• Strong attention to detail and ability to follow structured processes
• Excellent written communication skills
• Comfortable working with forms, templates, and document workflows
• Reliable internet connection and ability to work independently

Preferred:

• Familiarity with U.S. mortgage processes and disclosures
• Experience working with mortgage brokers or loan officers
• Knowledge of compliance-related documents and deadlines
• Experience using CRM systems or loan origination systems

Work Schedule

• Contracted Hours per Week: 20 Hours
• Scheduled Working Days: Monday through Friday
• Daily Working Time: EST, TBD.

Note: The Company will make reasonable efforts to align the Assigned VA’s schedule with the Client’s preferred hours as set forth above. However, availability may vary based on time zones, capacity, and the contracted hours set in this SOW. Any changes must be mutually agreed to in writing through a revised SOW.

Terms of Engagement

• Contractors will operate under a Master Services Agreement and a Statement of Work
• This is not an offer of employment; contractors are not employees of 20four7VA or any client
• All compensation is processed through 20four7VA according to the terms of the engagement

What we offer

• Competitive rates
• Weekly payments
• Various open roles are available
• Free training and upskilling
• Constant support and guidance
• A vibrant community always ready to support you
• And more!