Mortgage Production Assistant
PLACE is an end-to-end technology and business services platform designed to simplify the real estate lifecycle for both consumers and their real estate agents. Top producing real estate teams partner with PLACE because we take care of bookkeeping, human resources, in-house legal, design and marketing, talent acquisition, business training and coaching. Consumers choose real estate teams Powered by PLACE because our partners are positioned to deliver a better experience to their valued clients.
Who we are
Brivity VA, a brand of PLACE, is seeking a highly organized and proactive Mortgage Production Assistant to support one of our Mortgage Loan Originators (MLOs). This role is vital in enhancing the productivity of the MLO by managing key tasks throughout the loan origination process—from lead engagement to post-closing documentation. If you have a background in the U.S. mortgage industry and enjoy working in a fast-paced, results-driven environment, this position is for you.
What is expected of you
Support the assigned MLO in converting leads into closed/funded loans.
Call and follow up with prospective clients and schedule appointments.
Assist with sales, loan coordination, and customer communication.
Collect and process borrower documentation.
Input loan data into Loan Origination Software (Encompass).
Verify details with third parties (employers, insurance companies, HOAs, etc.).
Order and review key reports (tax transcripts, VOEs, flood certs, etc.).
Review and classify borrower documents (e.g., taxes, income).
Conduct contract review and detailed data entry.
Communicate with Title/Escrow companies as needed.
Ensure all documentation is accurate, complete, and compliant.
Prepare files for processing and gather pre- and post-approval conditions.
Manage escrow openings and order preliminary title reports.
Submit necessary forms and requests (e.g., Intent to Proceed, Rapid Rescore).
Perform administrative and clerical duties.
ssist with documenting procedures and process improvements.
What you need to possess
Minimum 6 months experience supporting the U.S. mortgage market remotely.
Strong written and verbal English communication skills.
Proficient in MS Excel, QuickBooks, Gmail, Google Drive, and G Suite.
Knowledge of mortgage fees, documentation, and compliance standards.
Excellent attention to detail and organizational skills.
Ability to work under pressure and meet strict deadlines.
Self-motivated, results-oriented, and collaborative.
A workstation that meets the Company’s technical requirements.
How you can join the team
Our selection and assessment process is not for the faint of heart. It is tedious but just. It takes some time but it is absolutely worth it as it sets you up for success from Day 1.
Step 1: Career Consultation | In this step, you meet with our career consultants for about 30-45 minutes to discuss the job opportunities in our organization relative to the ones you are looking for. We also make sure that you have the right technology to carry out the job from the comfort of your home.
Step 2: Brivity Bootcamp | In this step, we equip you with information about our platform, Brivity, and assess your ability to apply this knowledge in a simulated real estate environment. The entire bootcamp runs for two weeks with screen-in assessment at the end of every week. As you will be supporting our platform users, it is imperative that you pass all the assessments required during this step.
Step 3: Client Match | While in Brivity Bootcamp, you will be given the opportunity to meet with potential clients. During this time, you are empowered to assess each job opportunity we present to you. Our intention is to get you matched to a client the soonest time possible!
What’s in it for you
We offer a competitive compensation and benefits package that includes a retirement plan, full HMO coverage for you and an eligible dependent, performance-based incentives, ability to participate in our stock purchase program, and great support for ongoing professional development. You will also benefit from our culture that’s anchored on values such as doing the right thing, seeking first to understand, and living life passionately. It is engaging, challenging and absolutely rewarding!
Salary: Up to Php 67,500 per month depending on skill/experience
If you are not certain this is something you’d be interested in pursuing, we still encourage you to complete the submission. Our career consultants can help you decide if your interests or attributes fit, and answer questions or clarifications you may have.
About the job
Apply for this position
Mortgage Production Assistant
PLACE is an end-to-end technology and business services platform designed to simplify the real estate lifecycle for both consumers and their real estate agents. Top producing real estate teams partner with PLACE because we take care of bookkeeping, human resources, in-house legal, design and marketing, talent acquisition, business training and coaching. Consumers choose real estate teams Powered by PLACE because our partners are positioned to deliver a better experience to their valued clients.
Who we are
Brivity VA, a brand of PLACE, is seeking a highly organized and proactive Mortgage Production Assistant to support one of our Mortgage Loan Originators (MLOs). This role is vital in enhancing the productivity of the MLO by managing key tasks throughout the loan origination process—from lead engagement to post-closing documentation. If you have a background in the U.S. mortgage industry and enjoy working in a fast-paced, results-driven environment, this position is for you.
What is expected of you
Support the assigned MLO in converting leads into closed/funded loans.
Call and follow up with prospective clients and schedule appointments.
Assist with sales, loan coordination, and customer communication.
Collect and process borrower documentation.
Input loan data into Loan Origination Software (Encompass).
Verify details with third parties (employers, insurance companies, HOAs, etc.).
Order and review key reports (tax transcripts, VOEs, flood certs, etc.).
Review and classify borrower documents (e.g., taxes, income).
Conduct contract review and detailed data entry.
Communicate with Title/Escrow companies as needed.
Ensure all documentation is accurate, complete, and compliant.
Prepare files for processing and gather pre- and post-approval conditions.
Manage escrow openings and order preliminary title reports.
Submit necessary forms and requests (e.g., Intent to Proceed, Rapid Rescore).
Perform administrative and clerical duties.
ssist with documenting procedures and process improvements.
What you need to possess
Minimum 6 months experience supporting the U.S. mortgage market remotely.
Strong written and verbal English communication skills.
Proficient in MS Excel, QuickBooks, Gmail, Google Drive, and G Suite.
Knowledge of mortgage fees, documentation, and compliance standards.
Excellent attention to detail and organizational skills.
Ability to work under pressure and meet strict deadlines.
Self-motivated, results-oriented, and collaborative.
A workstation that meets the Company’s technical requirements.
How you can join the team
Our selection and assessment process is not for the faint of heart. It is tedious but just. It takes some time but it is absolutely worth it as it sets you up for success from Day 1.
Step 1: Career Consultation | In this step, you meet with our career consultants for about 30-45 minutes to discuss the job opportunities in our organization relative to the ones you are looking for. We also make sure that you have the right technology to carry out the job from the comfort of your home.
Step 2: Brivity Bootcamp | In this step, we equip you with information about our platform, Brivity, and assess your ability to apply this knowledge in a simulated real estate environment. The entire bootcamp runs for two weeks with screen-in assessment at the end of every week. As you will be supporting our platform users, it is imperative that you pass all the assessments required during this step.
Step 3: Client Match | While in Brivity Bootcamp, you will be given the opportunity to meet with potential clients. During this time, you are empowered to assess each job opportunity we present to you. Our intention is to get you matched to a client the soonest time possible!
What’s in it for you
We offer a competitive compensation and benefits package that includes a retirement plan, full HMO coverage for you and an eligible dependent, performance-based incentives, ability to participate in our stock purchase program, and great support for ongoing professional development. You will also benefit from our culture that’s anchored on values such as doing the right thing, seeking first to understand, and living life passionately. It is engaging, challenging and absolutely rewarding!
Salary: Up to Php 67,500 per month depending on skill/experience
If you are not certain this is something you’d be interested in pursuing, we still encourage you to complete the submission. Our career consultants can help you decide if your interests or attributes fit, and answer questions or clarifications you may have.