Mortgage / Finance Virtual Assistant

• Assist with end-to-end mortgage application processing
  
• Enter and update client details, loan files, and application data
  
• Send client onboarding links and collect required documentation
  
• Follow up with clients for missing requirements and supporting documents
  
• Maintain and update loan progress across broker systems
  
• Assist in loan servicing calculations and financial data entry
  
• Monitor application status and ensure timely progression of files
  

CRM & Systems Management

• Use multiple broker systems including:
  
• Mercury (primary CRM system)
  
• Connective (aggregator platform)
  
• AOL (industry broker system)
  
• Navigate system prompts for:
  
• Client onboarding
  
• File updates and loan tracking
  
• Document uploading and record keeping
  
• Ensure all client data is accurately encoded and updated in real time
  

Client Coordination & Admin Support

• Communicate with clients via system-generated links and emails
  
• Conduct follow-ups for missing information or pending documents
  
• Support broker with daily operational admin tasks
  
• Maintain organized digital records for each client file
  
• Respond to internal updates via Microsoft Teams
  

Reporting & Communication

• Provide updates via Teams during working hours
  
• Collaborate closely with broker on file-specific instructions
  
• Participate in real-time clarifications for complex cases
  
• Ensure accuracy and completeness of all submitted work
  

• Prior experience as a Mortgage Broker Assistant / Finance VA / Loan Processor
  
• Familiarity with mortgage workflows and documentation requirements
  
• Experience using CRM or broker systems (Mercury, Connective, Planline or similar)
  
• Strong data entry and analytical skills
  
• Excellent attention to detail
  
• Ability to work independently with minimal supervision
  
• Strong communication skills (written English)
  

Preferred:

• Australian mortgage industry experience
  
• Exposure to loan servicing calculators
  
• Experience working in broker aggregator environments
  
• Previous remote VA experience
  

TOOLS TO BE USED

• Mercury CRM system
  
• Connective platform
  
• Planline broker system
  
• Microsoft Teams (daily communication)
  
• Email (client communication)
  
• Internal broker calculators/tools
  

WORK STYLE & EXPECTATIONS

• Must be comfortable working in real-time, guided tasks via Teams
  
• Must follow system-driven workflows (built-in SOPs per platform)
  
• Must be responsive during agreed working hours
  
• Must maintain confidentiality at all times
  
• Must be highly organized and detail-oriented
  
• End-of-day reporting required (task summary + progress updates)
  

SECURITY & COMPLIANCE

• NDA required prior to onboarding
  
• Access to systems will be provided via secure logins
  
• Option for company email access or monitored internal email system
  
• Strict confidentiality of client financial data is required