Remote Mortgage Processor & Broker Support

D2B; United States; Remote; USD 11,000 - 14,000; Full time

Job summary

D2B is seeking a highly organized Virtual Assistant to support an Australian mortgage broking business. The role covers end-to-end loan processing and administrative support from submission to settlement, working remotely for AU business hours.

You will prepare and package home loan applications, collect documents, maintain CRM records, and liaise with lenders. Strong English, attention to detail, and independent work in a remote environment are essential.

Qualifications

• Strong proficiency in Microsoft Office (Outlook, Word, Excel).
• Excellent attention to detail and numerical accuracy.
• Strong and confident written English communication skills.
• Highly organized with the ability to manage multiple loan files.
• Ability to work independently in a remote environment.

Responsibilities

• Prepare and package home loan applications for submission to lenders.
• Collect, review, and organise client supporting documents.
• Ensure loan files meet lender and compliance requirements.
• Maintain accurate and up to date application records in CRM.
• Track loan progress from submission through to settlement.
• Complete home loan health checks for existing home loan clients.
• Draft and format documents in Word including loan application summaries.
• Follow up with lenders and stakeholders regarding outstanding requirements.
• Organise settlement gifts for clients.

Skills

Attention to detail

Written English communication

Highly organized

Independent work

Tools

Microsoft Word

Microsoft Excel

Outlook

Mercury CRM

Job description

D2B is seeking a highly organized Virtual Assistant to support an Australian mortgage broking business. The role covers end-to-end loan processing and administrative support from submission to settlement, working remotely for AU business hours.

You will prepare and package home loan applications, collect documents, maintain CRM records, and liaise with lenders. Strong English, attention to detail, and independent work in a remote environment are essential.