Virtual Assistant for Mortgage Company - San Francisco California

Company: VirtualVocations
Location: San Francisco, California
Posted On: 02/07/2025

A company is looking for a Virtual Assistant to assist with mortgage applications and follow-up support.
Key Responsibilities:

Work directly with a stateside teammate to ensure clients receive necessary information
Prepare loan analyses and payment and closing cost scenarios
Input necessary data and documentation into CRM database

Required Qualifications:

Strong ability to handle high production stress and meet tight deadlines
Proficient in Microsoft Excel, Google Drive, and G Suite
Experience with Encompass and Blend is a plus but not required
Experience with mortgage closings is a plus but not required
Ability to maintain accuracy and professionalism under pressure More...

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