Executive Assistant for the Mortgage Broker (Remote)

We're looking for a highly intelligent, resourceful, detail-oriented, and proactive Executive Assistant to work directly with the Broker Owner of a growing U.S.-based mortgage brokerage.

This is not your typical virtual assistant position.

We're looking for a versatile all-around assistant and problem solver who can support different aspects of our business, including mortgage-related operations, client follow-ups, marketing, bookkeeping, administration, and special projects.

Some days you'll be researching mortgage programs and comparing loan pricing. Other days you might be preparing marketing materials, organizing financial records, following up with clients, or helping improve business processes.

No two days will be exactly alike.

What matters most is your intelligence, initiative, attention to detail, ability to learn quickly, and willingness to take ownership of your work.

Our goal is to find someone who can grow into a trusted, long-term right-hand assistant.

Key Responsibilities

1. Mortgage & Loan Support

Research mortgage programs, lender guidelines, and loan scenarios.

Run and compare loan pricing across different lenders.

Assist with preliminary loan qualification calculations, including DTI, LTV, income, and assets, for licensed loan officer review.

Support loan processing, document collection, and condition tracking.

Communicate with lenders, account executives, processors, and other third parties.

Follow up with clients regarding missing documents, outstanding items, and administrative loan updates.

Maintain accurate loan files and pipeline records.

Learn mortgage software such as Arive and LenderPrice.

2. Executive & Administrative Support

Manage email s, calendars, appointments, and reminders.

Organize information, documents, and business records.

Track deadlines, pending items, and follow-up tasks.

Conduct online research and prepare summaries or comparisons.

Help draft email s, correspondence, reports, and presentations.

Handle miscellaneous business and personal administrative tasks.

3. Marketing & Business Development Support

Create marketing materials using Canva or similar tools.

Assist with newsletters, email campaigns, and social media content.

Update website content and marketing materials.

Research prospective referral partners and business opportunities.

Maintain CRM databases and contact lists.

Track marketing activities and campaign results.

4. Bookkeeping & Financial Administration

Record and categorize business transactions.

Reconcile accounts and track expenses.

Track loan commissions, invoices, and payments.

Prepare basic financial reports and spreadsheets.

Coordinate with accountants when necessary.

5. Business Operations & Special Projects

Assist with recruiting, onboarding, and employee administration.

Create and improve standard operating procedures (SOPs).

Research vendors, tools, and business solutions.

Identify inefficiencies and suggest improvements.

Support new projects and initiatives as the business grows.

Handle other tasks and special projects assigned by the Broker Owner.

All mortgage-related duties must be performed within applicable licensing and supervision requirements.

What We're Looking For

Required Qualifications

Excellent written and spoken English.

Strong analytical and problem-solving skills.

Exceptional attention to detail and accuracy.

Highly organized and capable of managing multiple priorities.

Resourceful and comfortable researching unfamiliar topics.

Tech-savvy and quick to learn new software.

Proficient with Excel or Google Sheets.

Comfortable using AI tools to improve productivity while verifying accuracy.

Able to work independently with minimal supervision.

Reliable, accountable, honest, and professional.

Comfortable working U.S. Pacific Time hours.

Preferred but Not Required:

Experience supporting U.S.-based businesses.

Mortgage, lending, banking, or real estate experience.

Executive assistant or business operations experience.

Canva, email marketing, or social media experience.

CRM experience.

Mortgage experience is a plus, but we're willing to train the right person.

The Kind of Person Who Will Succeed Here

We value people who:

Take ownership: You follow through and make sure tasks are completed.

Show initiative: You look for solutions instead of waiting for every instruction.

Think critically: You question information that doesn't make sense and verify your work.

Communicate openly: You provide updates, ask questions when necessary, and raise concerns early.

Learn quickly: You enjoy figuring out new systems, processes, and unfamiliar topics.

Pay attention to details: You understand that small mistakes can have significant consequences.

Stay adaptable: You're comfortable switching between different types of work.

Act with integrity: You're honest about mistakes, deadlines, and what you do or don't know.

What We Offer

Competitive salary based on experience and capabilities.

Long-term opportunity with a growing U.S.-based company.

Direct collaboration with the Broker Owner.

Training in mortgage operations, business systems, and processes.

Exposure to multiple areas of business management.

Opportunities to take on greater responsibility as you grow.

How to Apply

Please submit by applying through ---------- , or to ----------

Your updated resume.

A brief introduction about yourself and your relevant experience.

Your experience with mortgage operations, administrative work, marketing, bookkeeping, or similar responsibilities.

We are looking for someone interested in building a long-term working relationship, growing with the company, and becoming a trusted member of our team.