Virtual Assistant – Mortgage Broker Support

Role Description

Loan Processing Experience Essential!

Seeking an experienced Virtual Assistant to support a busy mortgage broker. In this role, you will help with streamlining the mortgage application process, manage clients/lender communications, and ensure the smooth handling of documents and administrative tasks. This position is ideal for someone who enjoys working under pressure, with attention to detail and a passion for providing exceptional services.

Company Description

Brilliant Finance Group focuses on client-centric approaches and partnership-focused strategies to serve clients better. Specializing in residential lending and investment portfolio building, we aim to assist our clients with learning, planning, and executing property market strategies. Our vision is to make property ownership a reality by providing sound mortgage advise and guiding the clients through the process. We work primarily with families to help them build property portfolios, from zero to five properties.

Reports To: Mortgage Broker / Principal

Key Responsibilities:

• Manage and respond to emails, calls, and inquiries promptly and professionally.
• Schedule and coordinate appointments between clients and the mortgage broker.
• Prepare, organize, and manage client files and documentation.
• Assist with loan applications: collecting documents, tracking deadlines, and following up with clients.
• Data entry into CRM systems and lender portals.
• Track application statuses and provide regular updates to clients and broker.
• Assist with marketing activities (optional): social media posts, newsletters, client engagement campaigns.
• Handle general administrative duties to support day-to-day operations.

Skills and Qualifications:

• A minimum of two years of experience in a similar role dealing with credit applications - Critical
• Strong organizational and time management skills.
• Excellent written and verbal communication abilities.
• High attention to detail and accuracy.
• Proficient with Microsoft Office Suite, Google Workspace, and CRM systems (experience with platforms like Salesforce, Pipedrive, or similar is a plus).
• Ability to handle sensitive information with confidentiality and professionalism.
• Self-motivated and able to work independently with minimal supervision.