Executive Assistant supporting multiple TD executives at a global banking institution. Managing calendars, travel, expenses, meetings, and confidential administrative operations.
About the role
- Part-time remote Virtual Assistant managing mortgage leads, CRM records, follow-ups, and appointments. Supporting a mortgage professional through phone, SMS, email, and administrative services.
Responsibilities
- Follow up with purchased, existing, and referral-generated mortgage leads
- Conduct professional phone, SMS, and email follow-up
- Qualify basic interest and schedule appointments with the client
- Reactivate older leads using client-provided messaging and relevant market updates
- Handle basic objections using a conversational, personalized approach
- Track follow-ups and ensure qualified opportunities are not missed
- Maintain lead information, notes, statuses, and follow-up activities in GoHighLevel
- Organize CRM pipelines and incoming leads
- Track appointments and outstanding follow-up requirements
- Maintain accurate and current prospect records
- Support leads generated through the client's existing systems and campaigns
- Follow up with referral and potential business partners
- Maintain organized partner and prospect information
- Support appointment coordination and calendar management
- Assist with additional lead-management and administrative responsibilities as assigned
- Deliver services according to agreed timelines, guidelines, and written deliverables
- Report to a point of contact to be determined
Requirements
- Previous appointment-setting or lead follow-up experience required
- Phone-based customer service, sales support, or lead nurturing experience required
- Mortgage industry experience strongly preferred
- GoHighLevel experience strongly preferred
- CRM and lead-management experience required
- Experience communicating with U.S.-based consumers strongly preferred
- Strong written and verbal English communication required
- Referral or partnership outreach experience is a plus
- Excellent spoken English with clear articulation
- Confident, personable, and professional on the phone
- Strong appointment-setting and follow-up ability
- Able to build rapport rather than rely on overly aggressive outreach
- Organized and comfortable managing multiple leads
- Proactive with strong follow-through
- Comfortable working independently within established processes
- GoHighLevel (GHL) knowledge strongly preferred
- CRM / Lead Management Platforms knowledge required
- Phone / VoIP Systems knowledge required
- Email & SMS knowledge required
- Calendar / Appointment Scheduling Platforms knowledge required
- Google Workspace / Microsoft Office knowledge required
- Native or near-native English accent required (Level A-B)
- Availability for 10 contracted hours per week, Monday through Friday
- Ability to work according to TBD EST schedule
- Must operate as an independent contractor under a Master Services Agreement and Statement of Work
Benefits
- Competitive rates
- Weekly payments
- Various open roles are available
- Free training and upskilling
- Constant support and guidance
- A vibrant community always ready to support you
- Remote work
- Flexible scheduling aligned with client-preferred hours where possible
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
No Education Requirement
Tech skills
Location requirements
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