Virtual Assistant

Virtual Assistant for Mortgage Business (CRM + Social Media + Operations)Remote | Part-Time or Full-TimeI’m looking for a self-driven, detail-oriented Virtual Assistant to help support and scale a fast-growing mortgage business. You’ll handle a mix of CRM management, social media operations, video editing, cold calling, and general administrative tasks. This role is perfect for someone who is organized, proactive, and excited to help a loan officer grow a brand and business.Key Responsibilities📌 CRM & Client ManagementManage and update CRM daily (pipelines, tags, statuses, notes).Follow up with leads, clients, and referral partners using scripts & templates.Track application progress and support communication between clients, agents, and partners.Keep lead sources organized and ensure no prospect falls through the cracks.Manage weekly email drip campaigns and outreach automation tools.📞 Cold Calling & Lead OutreachMake warm and cold calls to past clients, prospects, and real estate agent partners.Set appointments, qualify leads, and create opportunities.Comfort using scripts—and improving them over time.Log every interaction in CRM.📱 Social Media ManagementPlan, schedule, and post content across Instagram, TikTok, Facebook, and YouTube.Repurpose long-form podcast clips into short-form videos.Research trends and help create content ideas tailored to the mortgage and real estate space.Respond to comments, DMs, and engage with followers.🎬 Strong Video EditingEdit short-form videos (Reels, TikToks, YouTube Shorts).Add captions, graphics, call-to-actions, and hooks.Organize raw video files and help manage a clean content workflow.Use CapCut, Premiere, or similar tools.🗂️ Administrative & Organizational SupportManage calendars, set appointments, and coordinate meetings.Track pipeline metrics, create weekly summaries, and update dashboards.Assist with light transaction coordination tasks (collecting docs, updating milestones).Help keep the business highly organized—projects, sheets, SOPs, and Notion dashboards.Bonus Skills (Not Required, but Highly Preferred)Experience in mortgage, real estate, or financial services.Familiarity with Arrive LOS, UWM, Floify, or other mortgage platforms.Basic graphic design (Canva, thumbnails, carousels).Capcut or other video editing softwareEmail marketing (Mailchimp, HubSpot, GoHighLevel, Bonzo).What I’m Looking ForSelf-starter who doesn’t wait to be told what to do.Strong communicator—confident on the phone and via text/email.Extremely organized with attention to detail.Creative with video and social content.Loyal & long-term mindset—I want someone who wants to grow with the business.Fast learner who can adapt to new tools quickly.Hours & CompensationFlexible hours; can be part-time or full-time depending on fit.Competitive pay based on experience + performance bonuses.Room for long-term growth into Operations Manager or Marketing Manager roles.