Real Estate/Mortgage VA

Employer based in · Remote

Hiring talent from: all countries

• Real Estate/Mortgage VA (VA1)• Executive Assistant Support• Assist client with day-to-day administrative and business tasks • Support SOPs, workflows, and internal process organization • Act as client’s right-hand support and take on delegated tasks as needed • Lead Generation• Prospect for leads and conduct outbound calls • Follow up with leads and assist with inbound lead handling • Build rapport, overcome objections, and help convert leads • Set appointments for Steven to follow up with • Work from provided scripts and calling scenarios • CRM & Follow-Up Management• Manage and update Zoho CRM and Follow Up Boss • Perform data entry and maintain accurate notes and lead statuses • Track follow-ups and next actions • Support follow-up reporting • AI & Workflow Support• Use AI tools such as Claude to improve efficiency and quality of work • Utilize client’s ISA dashboard alongside the CRM • Identify opportunities to streamline or automate repetitive workflows • Assist with improving backend systems and processes • Marketing & Content Support• Assist with Canva-based marketing materials and content • Help standardize and improve marketing templates • Prepare and organize content for client’s review and approval • Assist with pre-scheduled content • Follow required mortgage/real-estate marketing approval and disclosure requirements • Client’s SOP • Preferred Experience & Qualifications• Excellent English communication skills (written and verbal) • Should be a Latin American VA **IMPORTANT• Spanish fluency is a plus • Should have real estate/mortgage experience either from a corporate set-up or as a VA **IMPORTANT • Should be comfortable making calls with prospecting, following up, building rapport, and overcoming objections • Should be comfortable using Claude and other current AI tools to improve productivity and quality of work • A strong background in building efficient systems and creating streamlined workflows is highly ideal • Should have CRM management experience, preferably with Zoho or Follow Up Boss • Experience with Canva is preferred• Able to use AI to help develop content ideas, scripts, and content plans would be ideal • Strong technical/computer literacy is preferred • Preferred Traits & Personality• Organized • Detail-oriented • Resourceful • Forward thinker • Able to overcome objections • Open-minded • Collaboration Hours• Monday to Friday • 12:00 AM to 4:00 AM PST (20 hours per week) • Part-time initially and could grow into full-time• Based on performance • Compensation Range• $5/hour and up • Communication Tools• Work Email • WhatsApp • Target Start Date• ASAP • Final Interview Schedule• To be coordinated by the Fulfillment & Admin Team • Zoom Recording Link• Steven Shearrill - Onboarding • Important Notes• Looking for a LATAM VA only• Spanish speaking is a huge plus • Experience or interest in the real estate/mortgage industry is highly ideal • Should be comfortable using Claude and other current AI tools to improve productivity and quality of work • Should be comfortable making calls with prospecting, following up, building rapport, and overcoming objections