Client Advisor Assistant

AI overview

Manage mortgage leads and assist clients directly to streamline the loan application process within a supportive, remote team environment.

Position Title: Client Advisor Assistant (US Mortgage)
Location: Remote | Full-Time

 

JVM Lending, a leading U.S.-based mortgage company, is seeking a highly skilled Client Advisor Assistant for a permanent remote position. In this role, you’ll help manage mortgage leads, assist clients directly, and support the loan application process to ensure a smooth experience for our borrowers.

 

Key Responsibilities:

  • Communicate with clients via phone and email to gather necessary information and answer questions.
  • Assign and manage mortgage leads, ensuring timely follow-ups and updates.
  • Assist clients in completing loan applications accurately.
  • Monitor and organize the leads inbox efficiently.
  • Review and organize loan application documents.
  • Create and analyze mortgage scenarios.
  • Coordinate with loan officers and team members to streamline processing.
  • Maintain accurate records and update internal systems.
  • Ensure compliance with industry regulations and company policies.

Qualifications:

  • Must be a Filipino citizen currently residing in the Philippines
  • Excellent English communication skills (written and verbal) with professional phone etiquette
  • Ability to work independently in a fast-paced, remote environment
  • Strong attention to detail and ability to review and analyze financial documents
  • Understanding of mortgage lead management and loan processing workflows
  • Experience in U.S. mortgage processing or a related field (preferred)
  • Proficiency in CRM systems and mortgage software such as Encompass, Blend, or Salesforce (preferred)


Why Join Us?

  • Competitive salary for top talent: $1,000–$1,500 USD/month
  • 24 PTO days annually, plus paid U.S. holidays
  • Opportunities for professional growth and learning
  • Dynamic and supportive team culture
  • Once hired, you’ll be managed under our partner agency, NightOwl Consulting (Philippines-based), with full government-mandated benefits

Ready to Elevate Your Career?
If you’re ready to bring your skills and energy to a thriving team, apply now and help us redefine excellence in mortgage operations!

Perks & Benefits Extracted with AI

  • Paid Time Off: 24 PTO days annually, plus paid U.S. holidays
Salary
$1,000 – $1,500 per month
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