Are you an organized, detail-oriented Virtual Assistant who loves being part of a fun and collaborative team? This is your opportunity to join a dynamic environment where your efficiency and communication skills will make a real impact!

About Us:

At Phyllis Song Consulting, we empower Virtual Assistants to thrive in meaningful, long-term roles with values-driven businesses. Our mission is to connect talented VAs with clients who appreciate dedication, professionalism, and heart. We believe in teamwork, personal growth, and cultivating a supportive community that celebrates every win together.

Job Description:

We’re looking for a Loan Assistant VA to help manage the mortgage pre-approval process. You’ll assist with document collection, data processing, and software updates. This role requires you to stay organized, maintain accuracy, and communicate clearly while working with clients and internal systems.

Key Responsibilities:

• Assist with document collection and upload to portals.

• Process and update data in CRM and Loan Origination Software (LOS).

• Support the pre-approval process for mortgage clients.

• Communicate with clients via email and SMS regarding required documents.

• Collaborate with the team to ensure smooth and timely processing.

Qualifications:

• Proven experience as a Virtual Assistant or in a similar administrative/loan processing role.

• Excellent attention to detail and organizational skills.

• Strong written and verbal communication.

• Ability to work independently and manage multiple tasks.

• Experience with mortgage or finance processes is a plus.

Tools You Will Use:

• ActiveCampaign

• Arive LOS

• Microsoft Office

• Box.com

Working Hours:

• Part-Time: 20 hours per week

• Schedule: 9:00 AM – 1:00 PM ET (US Time Zone – Graveyard Shift for PH-based VAs)

• Some flexibility may be allowed, but mornings are preferred.

• Rate: $5 per hour

Preferred Traits:

• Fun and positive personality

• Highly organized and detail-oriented

• Excellent communicator and team player

• Thorough and proactive in managing tasks

Non-Negotiables:

• Screenshot and productivity tracker required

• Credit score required

• Must be available during stated US working hours (Graveyard Shift)

Benefits:

• Paid 30 business days of training (focused on both mindset and skillset)

• Work-from-home opportunity

• 9th month, anniversary, and performance bonuses

• Access to training resources

• Collaborate with an excellent community of VAs

• Weekly payment

• Claim reimbursements every quarter for PhilHealth contributions after 6 months of tenure, and after 1 year opt between PhilHealth or HMO

Why Join us?

Join Phyllis Song Consulting as a Loan Fulfillment Associate and be part of a team that values accuracy, efficiency, and personal growth. You’ll have the opportunity to play a key role in helping clients achieve their goals while enjoying a supportive work environment that encourages work-life balance.