Virtual Assistant (Loan Payments & Ops Support) - 18405

• Track borrower payment schedules across active loans

• Monitor upcoming and overdue payments

• Maintain accurate internal records of borrower payment activity

• Escalate payment issues or delays to leadership when necessary

• Guide borrowers through the DocuSign ACH authorization process

• Send payment authorization documents

• Ensure borrowers complete ACH setup before payment deadlines

• Follow up with borrowers who have not completed required documentation

• Maintain organized loan records and documentation

• Update internal systems with borrower and payment information

• Ensure all borrower documentation is properly stored and accessible

• Order appraisals, inspections, and third-party reports

• Communicate with vendors to confirm timelines and deliverables

• Track completion of required reports for active loans

• Assist with backend operational tasks as needed

• Follow documented SOPs to complete routine workflows

• Maintain clear communication with internal stakeholders regarding task status

Candidates with experience in the following roles tend to perform well in this position:

• Customer Service Representative (CSR)

• Executive Assistant (EA)

• Administrative Assistant

• Operations Assistant

• Virtual Assistant

Bonus experience:

• Real estate operations

• Mortgage or lending support

• Document management or compliance-heavy workflows

• CRM or document platforms (HubSpot, DocuSign, etc.)

We are looking for someone who is:

Highly Coachable
You take feedback well and quickly adopt new processes.

Process-Oriented
You enjoy following clear systems and ensuring every step is completed correctly.

Detail-Focused
You take pride in accuracy and maintaining organized records.

Reliable and Consistent
You complete tasks on time and communicate clearly when issues arise.

You may work with tools such as:

• DocuSign

• CRM systems (HubSpot or similar)

• Google Workspace

• Email and document management platforms

Training will be provided for all internal systems and workflows.