Mortgage VA role - GoHighLevel experts!

We are looking for a proactive Virtual Assistant (VA) to support mortgage fulfillment operations. The role ensures a smooth, organized process that enhances client experience while enabling leadership to focus on growth. Personality fit and energy are as important as technical skills.

Responsibilities:
- Manage mortgage files in Finmo; review borrower applications and send to clients
- Collect, organize, and track borrower documents; request missing items
- Prepare and send signing packages via DocuSign; coordinate with legal teams on closings
- Learn lender products and policies; apply knowledge during file review
- Communicate directly with borrowers in a professional, friendly tone
- Maintain CRM records in GoHighLevel (GHL) and keep pipelines updated

Qualifications:
- Experience in mortgage fulfillment or willingness to learn quickly
- Finmo experience, GoHighLevel (GHL) experience non-negotiable
- Strong written and verbal communication; excellent grammar and detail orientation
- Organized, process-driven, and able to work independently
- Comfortable with direct client communication

Personality Traits:
- High energy, positive, and outgoing
- Proactive, takes initiative, anticipates needs
- Strong customer service mindset; logical and adaptable

**Send your CV and cover letter highlighting your GoHighLevel experience to