Mortgage Loan VA

Job Summary

We are looking for an experienced Mortgage Loan VA with strong appointment-setting skills to support a mortgage professional’s daily operations. This role combines pipeline management and loan processing support with proactive outbound calling to generate qualified meetings with Realtors, investors, and referral partners. The ideal candidate brings hands-on mortgage industry experience, proficiency with loan origination systems, and confident English communication skills for client-facing calls.

Key Responsibilities

• Make 100–150 outbound calls daily to prospects, referral partners, Realtors, brokers, investors, builders, and wholesalers in target markets
• Schedule and confirm qualified Zoom meetings, coffee meetings, and office visits for the Loan Officer
• Reach out to existing CRM contacts for relationship follow-up and re-engagement of stale prospects
• Input complete loan applications (1003s) into the LOS (Encompass or equivalent) accurately
• Pull and review credit reports and run DU/LP (AUS) findings
• Review loan documentation for completeness and request missing borrower documents
• Submit files to processing and underwriting as directed and track and clear underwriting conditions
• Provide weekly status updates to borrowers and Realtor partners throughout the loan process
• Draft Letters of Explanation (LOEs/LOXs) and send for e-signature when appropriate
• Prepare and deliver daily pipeline status reports and weekly activity reports covering calls, conversations, appointments, and opportunities created
• Log every call, email, text, and outcome in the CRM and maintain clean, current records with next follow-up dates
• Identify and recommend local networking events, REIA meetings, Realtor association events, and investor meetups, and register the Loan Officer for appropriate events
• Escalate hot leads and at-risk closing dates immediately
• Leverage AI tools to draft communications, summarize underwriting conditions, create missing-document checklists, and convert call notes into organized action items

Mandatory Skills

• Proven experience in mortgage loan processing or as a Loan Officer Assistant
• Proficiency with Encompass or equivalent Loan Origination System (LOS)
• Experience pulling credit reports and running AUS (DU/LP)
• Strong understanding of the mortgage loan lifecycle from application through closing
• Confident outbound calling skills with excellent spoken English and a neutral or clear accent
• Experience using CRM systems for pipeline tracking and lead management
• Reliable, detail-oriented, and able to work independently with minimal supervision
• Strong communication skills with the ability to interact professionally with borrowers, Realtors, and referral partners

Preferred Skills

• Experience working with U.S.-based loan officers or mortgage teams
• Familiarity with drafting LOEs, LOXs, and borrower update communications
• Knowledge of DU/LP findings interpretation and underwriting condition management
• Experience with outbound prospecting for real estate professionals including Realtors, brokers, and investors
• Ability to use AI tools to improve efficiency in documentation, communication drafting, and pipeline management
• Familiarity with appraisal and title report review processes

Why Join Us

This is an exciting opportunity to play a central role in a growing mortgage operation where your contributions directly impact business success. You will have the chance to develop deep expertise across both the sales and operations sides of the mortgage industry while working in a collaborative and supportive environment. If you thrive on keeping things organized, building relationships, and driving results, this role is a great fit.

Work Schedule

Monday to Friday, 8 working hours per day, 9:00 AM to 5:00 PM Eastern Time (ET)