Executive Virtual Assistant – Mortgage Brokerage

Job Overview

We are currently seeking a reliable and highly organised Part-Time Virtual Assistant to support mortgage and commercial brokers with day-to-day administrative and loan processing tasks. The role is focused on ensuring smooth workflow progression across client applications, documentation, and lender coordination.

Job Highlights

Schedule: Monday to Friday - 12:00 PM – 5:00 PM (Adelaide Time)

Work Arrangement: Work from home

Contract: Independent Contractor

Responsibilities

• Provide day-to-day administrative and operational support to brokers
• Follow up with clients for outstanding documents and bank statements
• Track application progress and ensure timely completion of requirements
• Prepare and send Letters of Offer
• Send loan scenarios and enquiries to lenders
• Update CRM systems and maintain accurate client records
• Manage email correspondence and client follow-ups
• Ensure all applications are progressing efficiently through each stage

Requirements

• Prior experience in mortgage broking or commercial brokerage support is highly preferred
• Strong organisational skills and attention to detail
• Excellent written and verbal communication skills
• Ability to work independently with minimal supervision
• Comfortable working in a fast-paced, target-driven environment
• Experience using CRM systems is an advantage

Bonus Skills

• Experience with Australian lenders and lending processes
• Knowledge of financial documents (bank statements, tax returns, BAS, etc.)
• Strong experience in client follow-ups and email management

Independent Contractor Perks

Permanent work from home

Immediate hiring

Steady freelance job

Side Note

This is a permanent work-from-home role under an Independent Contractor arrangement. Candidates must have their own computer and reliable internet connection, and are responsible for their own taxes and benefits. Professional hourly fees are established based on your performance in the application process.

Please click the Apply button to complete your application, including the assessment questions, technical check, and voice recording. Your hourly pay rate will be established based on your performance in the application process; submissions with all requirements fulfilled will receive priority review.