Mortgage Broker Assistant | Real Estate VA
Laguna
I’m a reliable and detail-oriented Virtual Assistant with 3+ years of experience in mortgage processing, real estate support, and administrative tasks. My expertise includes loan application processing, document checking, lender research, property research, CRM management, and client follow-ups. I’m proactive, adaptable, and a quick learner who values accuracy, organisation, and clear communication. I’m committed to helping clients streamline their workflows, stay organised, and focus on growing their business.
Legacy Finance Partners, full_time
Aug 2025 to Present
Manage end-to-end loan processing, from initial application through submission and settlement. Escalate pricing requests and negotiate competitive interest rates with lenders on behalf of clients. Build servicing and borrowing capacity calculators based on broker-provided client scenarios and lending requirements. Complete and submit Mortgage Information Requests (MIRs) and coordinate required information with lenders and stakeholders. Research and assess lender policies to identify suitable lenders based on the client’s financial position, loan structure, and broker’s instructions. Compare loan products, pricing, and lending terms to support competitive and suitable loan recommendations. Review client scenarios against lender policy, servicing requirements, and eligibility criteria before submission. Identify potential policy or documentation issues and proactively address them to help ensure a smooth application process.
Mortgage Alley, full_time
Jan 2024 to Aug 2025
Provide administrative support to mortgage broker, including organizing files, scheduling appointments, and handling client inquiries. Assist in the preparation of mortgage documents and applications. Liaising with our Clients, Lenders, conveyancers and referral partners (Real Estate etc). Guiding clients through the loan application process, while gathering and processing the appropriate documents. Performing data entry into CRM system Lodge applications to AOL Assisting broker with tasks such as pricing, valuation, and servicing. Manage social media accounts, including creating and scheduling posts, responding to messages and comments, and monitoring engagement. Tracking Progressive payments Sending and checking FHBG, FHOG and Discharge forms Checking of MIRs
Ujamaa Property Group, freelance
Sep 2023 to Present
Sourcing Residential & Commercial Properties - Online and Offline Market (Rightmove, Zoopla, Estate Gazette, Google Maps, Nimbus Maps) Creating advert for listing Data scraping Create Market Area Comparison (MAC Analysis) and IPAD Property comparables Creating Brochures Property Management (Airbnb & Booking.com) Admin assistance
Loan Market, full_time
Feb 2022 to Feb 2023
Processing Australian Mortgage through MyCrm and Apply Online Renaming documents through LM Naming convention Organizing files into the client cloud folder Reviews documents saved to client cloud folder for complete and accuracy against broker initial document request and minimum document requirement checklist (NCCP) Generates credit report to check any credit facilities of poor conduct and defaults (if applicable) Generates Game Plan, lender forms, discharge forms, BIDRA report Checks declared Living expenses and identify any discrepancies Checking bank statements for evidence of funds, assets and liabilities Checking payslips for evidence of income, compute for HEM Lender call Review and update Mycrm with client's information and cross checked against submitted documents Communicate with the brokers for the update of the requests Creates Healthcheck notes and sends it to the broker through email and upload to Myrcm.