Virtual Assistant - Mortgage Team

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: TYPE OF WORK

Full Time

: SALARY

NZD$1,000.00

: HOURS PER WEEK

40

: DATE UPDATED

Aug 2, 2026

JOB OVERVIEW

We're looking for a highly capable, detail-oriented, and proactive Virtual Assistant to support our Mortgage Team at Innovest, a New Zealand-based financial advisory firm. This role is central to keeping our mortgage clients progressing smoothly through the advice and application process - from initial data entry through to loan settlement.

This is not just a back-office job. You'll be the operational backbone of the team, ensuring nothing falls through the cracks, clients are followed up on time, and our advisers can focus on what they do best.

Key Responsibilities

-Process mortgage/loan applications and maintain accurate client records in our CRM
-Follow up with clients via email and phone to gather outstanding information (e.g. financials, supporting documents) or provide progress updates
-Liaise with NZ banks, lenders, and internal teams to track applications through to approval and settlement
-Monitor and manage team inboxes, ensuring timely and professional responses
-Handle data entry, document filing, and general administrative tasks
-Prepare reports and maintain accurate client records across our CRM platforms (Trail and Zoho)
-Support advisers with documentation, task coordination, and scheduling
-Think critically to solve problems independently and stay ahead of potential delays (e.g. missing conditions, valuation timelines, settlement dates)

Required Skills & Experience

Preferably with 1 year of experience as a Virtual Assistant, mortgage processor, loan administrator, or similar back-office role
Flawless attention to detail and strong follow-through
Excellent written and spoken English
Strong organisational skills with the ability to manage multiple tasks simultaneously
Tech-savvy: comfortable using CRMs such as Trail and Zoho, Excel, and Microsoft 365
Trustworthy, reliable, and discreet with client financial information
Comfortable working independently and taking initiative

Desirable Skills

Experience in mortgage broking, banking, financial services, or admin support
Prior exposure to New Zealand mortgage or insurance workflows

Work Setup & Schedule

Full-time, 40 hours per week
Monday to Friday, 10:00 AM – 6:00 PM NZDT (5:00 AM – 1:00 PM PH time)
Fully remote / work from home

How to Apply

Please send your CV and a short cover letter to ---------- with the subject line "Mortgage VA Application – [Your Name]". Shortlisted candidates will be invited to an interview.

We look forward to hearing from you!

SKILL REQUIREMENT

Mortgage Back Office Support Virtual Assistant

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Virtual Assistant - Mortgage Team

Please login or register as jobseeker to apply for this job.

TYPE OF WORK

SALARY

HOURS PER WEEK

DATE UPDATED

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