Offer summary

Qualifications:

Native Spanish speaker with bilingual fluency in English., At least 2 years of experience in virtual assistance, sales support, or customer service roles., Strong cold calling and appointment setting skills with proven results., Knowledge of real estate and mortgage processes is preferred..

Key responsibilities:

Conduct cold calling campaigns to realtors to generate new business.

Schedule and coordinate appointments between lenders and real estate professionals.

Build and nurture relationships within the realtor network and past clients.

Identify refinancing opportunities and provide mortgage information to clients.

Job description

This is a remote position.

Role Name: Virtual Assistant - Real Estate & Mortgage Support

Schedule:

minimum 20 hours per week
Mon-Fri: 9am-1pm - EDT - New York

Client Time zone: EDT

Client Overview

Join a thriving mortgage lending company that specialises in real estate property financing and serves a diverse, primarily Spanish-speaking clientele. This established financial services firm is in an exciting growth phase, focusing on expanding their network of realtor partnerships and strengthening relationships with past clients. The company values building meaningful connections in the real estate industry and is committed to providing exceptional mortgage services to help clients achieve their property ownership dreams. You’ll be working directly with senior leadership in a dynamic environment where your contributions will have a direct impact on business growth and client satisfaction.

Job Description

This is an exciting opportunity to leverage your bilingual communication skills and real estate knowledge in a role that combines relationship building, sales support, and client engagement. As a Virtual Assistant specializing in real estate and mortgage support, you’ll play a crucial role in connecting real estate professionals with essential financing services while helping past clients discover new opportunities. This position offers the perfect blend of cold calling, appointment setting, and relationship nurturing, allowing you to make a significant impact on the company’s success through strategic outreach and meaningful client interactions. You’ll work in a fast-paced, results-driven environment where your efforts directly contribute to expanding the company’s realtor network and maximising client lifetime value.

Responsibilities

Conduct professional cold calling campaigns to realtors to generate new business relationships
Schedule and coordinate appointments between the lender and real estate professionals
Build and nurture ongoing relationships between the lending team and realtor network
Re-engage past clients through strategic outreach calls to explore new opportunities
Identify and present refinancing opportunities to previous clients
Assess client needs when they’re selling current properties or purchasing new ones
Provide information about various mortgage services and financing solutions
Maintain detailed records of all client interactions and appointment outcomes
Support business development initiatives through consistent relationship management

Requirements

Bilingual fluency in English and Spanish is mandatory - Native Spanish speaker
Minimum 2 years of experience in virtual assistant, sales support, or customer service roles
Strong cold calling and appointment setting experience with proven results
Excellent verbal communication skills with ability to build rapport quickly
Experience in client re-engagement and relationship nurturing strategies
Knowledge of real estate and mortgage processes strongly preferred
Comfortable working independently in a remote environment
Reliable internet connection and professional home office setup
Availability for minimum 20 hours per week with flexible scheduling
Experience serving Spanish-speaking clientele is highly valued