Senior Virtual US Mortgage Assistant

About Us

At SnappyCX, we're more than just a BPO company — we're a catalyst for growth and excellence in customer-centric solutions. With a commitment to delivering exceptional experiences, we empower businesses worldwide by connecting top-tier talent from Africa, the Philippines, and South America with companies across the US, Europe, Canada, and the UK. Whether it's for short-term projects or long-term partnerships, we provide transformative support that drives results. As part of the SnappyCX team, you'll join a dynamic and innovative environment that champions reliability, excellence, and continuous growth. Together, we're redefining the benchmarks of the BPO industry and helping businesses reach new heights.

About The Client

Headquartered in San Diego with over 100 branches nationwide, we are a full-service mortgage bank where processing, underwriting, and funding are all conducted in-house. We pride ourselves on making the loan process simple, transparent, and fast for our clients, adhering to a standard of 5-star customer service. We are a rapidly growing, high-production team looking for a driven, experienced professional to be a proactive partner in our continued success.

Role Overview

We are seeking a highly experienced Senior Virtual Mortgage Assistant with a minimum of 4 years of verified, hands-on experience in the US Mortgage Industry.

This is a critical, high-impact remote position designed to support our high-producing Loan Officers and Branch Managers. This is not an entry-level administrative role. We require a professional partner who understands the nuances of the loan lifecycle—someone who can confidently articulate the difference between a Loan Estimate (LE) and a Closing Disclosure (CD), knows the specific documentation required for FHA vs. Conventional loans, and can manage a loan pipeline from initial lead to funding with minimal supervision.

Key Responsibilities

Loan File & Pipeline Management

• Collect and track borrower documents (W-2s, pay stubs, bank statements, VOEs, tax returns) prior to submission to processing.
• Update and maintain loan information in the LOS (Encompass, Byte, Calyx Point, or similar).
• Order, monitor, and follow up on appraisals, titles, VOEs, homeowners' insurance binders, and other third-party requirements.
• Track and escalate critical dates such as lock expirations, appraisal deadlines, and contract contingencies.
  
  

Client & Partner Communication

• Act as a primary point of contact for borrowers, delivering timely, high-touch loan status updates.
• Provide weekly updates to real estate agents and referral partners.
• Manage Loan Officer calendars, emails, buyer consults, listing meetings, and closing coordination.
  
  

Marketing & CRM Support

• Maintain CRM accuracy to ensure proper routing of automated campaigns, nurture sequences, and past-client follow-ups.
• Request and track post-closing reviews to support online rating and referral generation.
• Assist with compliant mortgage content posting on social media platforms such as LinkedIn, Facebook, and Instagram.
  
  

Qualifications & Requirements

• Experience: Minimum of 4+ years of direct US mortgage experience as a Processor, Loan Officer Assistant, Underwriting Support, or Mortgage VA.
• Industry Expertise: Deep understanding of the mortgage loan lifecycle from pre-approval through closing and strong command of mortgage language (DTI, LTV, MI, FHA, VA, USDA, Conventional, etc.).
• Tech Proficiency:
• LOS platforms: Encompass, Byte, Calyx Point
• CRMs: Total Expert, Jungo, Salesforce (or equivalent)
• DocuSign, Microsoft Office 365, Zoom/Teams
• Communication: Exceptional written and verbal English with the ability to draft clear professional emails and communicate empathetically with borrowers.
• Soft Skills: Highly organized, detail-obsessed, resourceful, independent, and proactive in preventing delays or issues.
• Availability: Must be able to work part-time during US business hours.