Senior Mortgage Operations Virtual Assistant

Role overview

This is a full-time position for an experienced mortgage operations virtual assistant who will support the early stage of the residential loan process. The work centers on borrower intake, document gathering and checking, Floify workspace administration, and daily pipeline monitoring.

The position is intended for someone who already understands mortgage workflows, borrower communication, and how to keep loan files tidy, accurate, and current. It is not a broad administrative support role.

Working schedule

The role follows a Monday-to-Friday schedule, from 9:00 AM to 6:00 PM Eastern Time, with a workload of 160 hours per month. Candidates need to be available in real time during Eastern business hours.

Compensation

The pay range is $8 to $10 per hour, based on relevant experience and level of skill. Applicants with deeper mortgage operations background, stronger knowledge of the tools used, and a proven ability to work without close supervision may be offered the higher end of the range.

Key responsibilities

The role covers four major workstreams: borrower intake, document collection and verification, Floify file handling, and pipeline tracking. The selected candidate will acknowledge new leads quickly, contact borrowers during business hours, collect and verify borrower data, support 1003 application entry, open and structure borrower files, and explain next steps and timelines clearly.

Document handling will include sending request lists, following up on missing items, reviewing uploads for completeness, checking for missing pages, expired documents, unreadable scans, or mismatched information, and escalating discrepancies to the team. Files must be named properly and kept easy to review.

Inside Floify, the assistant will create and maintain borrower workspaces, update document requirement lists, manage requests, monitor uploads, refresh milestones and status, and keep the portal communication professional and current.

For pipeline tracking, the assistant will update the board each day, monitor stage, next action, and file aging, identify stalled cases or delayed borrower responses, follow up before delays build up, and provide the team with a clear daily view of active files.

Experience and skill expectations

The employer is seeking someone with at least 2 years of experience in mortgage operations, loan processing support, or loan officer support. Experience in U.S. residential lending is strongly preferred. The candidate should understand the 1003 application, know typical mortgage documents such as income, asset, credit, and identity records, and be able to review documents for completeness and accuracy.

Strong written and spoken English is required, along with solid attention to detail, the ability to follow SOPs and naming rules, and the capacity to juggle several files and deadlines at once. The person should work well independently, communicate professionally with borrowers, and maintain a quiet workspace with a dependable internet connection.

Tools and systems

Experience with Floify, Calyx Point, GoHighLevel, Airtable, Notion, WhatsApp, Google Workspace, and Microsoft Office is preferred. Floify and Calyx Point are especially valued. Candidates without direct tool experience may still be considered if they can show strong mortgage operations knowledge and a fast learning ability.

Performance expectations

Success in this role means responding to new leads within the expected window, handling borrower messages on time and professionally, reviewing submitted documents within 24 hours, keeping files organized correctly, updating the pipeline daily, maintaining a borrower-ready Floify workspace, and surfacing issues early before they affect timelines.

Assessment process

Shortlisted applicants must complete a three-part assessment before a final decision is made. The assessment will be shared after shortlisting and must be completed within the given timeframe.

• Part A: Knowledge assessment — written mortgage fundamentals, estimated time: 25 minutes
• Part B: Tool proficiency assessment — practical hands-on tasks, estimated time: 40 minutes
• Part C: Scenario and communication assessment — applied borrower situations, estimated time: 25 minutes

To progress in the hiring process, candidates must complete and pass all three parts.

Ideal candidate profile

The best fit for this position is a detail-focused, organized, dependable professional who is comfortable working to deadlines, takes initiative with follow-ups, communicates clearly and professionally, has prior mortgage operations experience, can manage borrower-facing tasks carefully, works confidently on their own, and respects compliance boundaries.

Application instructions

Applicants should submit an updated CV along with a cover letter that explains the experience and skills most relevant to this role.