Medicaid Case Analyst Assistant (Mortgage Processing / Underwriting Background Preferred)

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TYPE OF WORK

Full Time

WAGE / SALARY

1300-1600/ month

HOURS PER WEEK

40

DATE UPDATED

Jun 3, 2026

JOB OVERVIEW

Full-Time | Remote | Philippines
Monday-Friday, 8:00 AM - 5:00 PM Central Time (Texas)
1-Hour Unpaid Lunch Break

ABOUT US

Medicaid Filing Connection helps elderly individuals and their families qualify for Medicaid while protecting their assets. We serve families throughout Texas and are known for finding creative solutions to complex situations.

We are a faith-based company that values compassion, excellence, integrity, and serving others during some of the most difficult times in their lives.

This is not a typical virtual assistant position.

We are looking for a highly intelligent, detail-oriented professional who enjoys solving problems, reviewing documentation, identifying missing information, and helping move complex cases toward resolution.

WHO THIS ROLE IS PERFECT FOR

This role is ideal for someone with experience in:

* Mortgage processing
* Loan processing
* Underwriting support
* Escrow/title work
* Financial document review
* Insurance processing
* Compliance review
* Case management

If your background is primarily customer service, appointment setting, general virtual assistant work, or call center support, this position is probably not a good fit.

WHAT YOU WILL DO

* Review bank statements and financial records
* Analyze documentation for completeness and accuracy
* Identify missing documents and discrepancies
* Follow detailed case plans
* Communicate with clients regarding required documentation
* Maintain case notes and status updates
* Track deadlines and follow-up tasks
* Assist caseworkers with eligibility review preparation
* Organize electronic files and documentation
* Help ensure applications are prepared accurately and efficiently

WHAT WE ARE LOOKING FOR

You may be a great fit if you:

* Notice details others miss
* Naturally ask intelligent follow-up questions
* Are highly organized
* Are a strong critical thinker
* Enjoy solving puzzles and complex situations
* Learn quickly
* Have excellent written English
* Communicate professionally and confidently
* Can manage multiple cases simultaneously
* Take ownership of your work
* Are dependable, proactive, and resourceful

REQUIRED

* Stable high-speed internet
* Quiet, professional work environment
* Ability to work 8:00 AM - 5:00 PM Central Time with a 1-hour lunch break
* Excellent written communication skills
* Strong computer skills
* Ability to follow detailed processes and procedures

PREFERRED

* Mortgage processing experience
* Underwriting experience
* Banking experience
* Insurance processing experience
* Financial document review experience
* Case management experience

COMPENSATION

Monthly salary equivalent of approximately $1,300-$1,600 USD per month, depending on experience, qualifications, communication skills, and overall fit.

TO APPLY

Please submit ALL of the following:

1. Resume
2. A 30-second video introducing yourself and explaining why you believe you are a strong fit for this position
3. A brief description of the most detail-oriented position you have ever held
4. Your desired monthly salary
5. The word “Bluebonnet” as the first word in your application so we know you carefully read the entire posting

SCREENING QUESTION

A client provides six months of bank statements. While reviewing them, you notice a recurring $1,200 monthly withdrawal that is not explained anywhere in the file.

Please explain exactly what steps you would take and what questions you would ask before moving the file forward.

APPLICATIONS WILL BE EVALUATED ON:

* Attention to detail
* Critical thinking ability
* Communication skills
* Professionalism
* Relevant experience
* Ability to follow instructions

Applications that do not follow all instructions will not be considered.

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