Real Estate and Mortgage Operations Assistant

This is a remote position.

Our client is looking for a Real Estate and Mortgage Operations Assistant to support their growing operations with precision, consistency, and strong organizational skills. They operate within the real estate and mortgage sector and have steadily expanded their business over recent years by improving internal processes and client experience.

This role is ideal for a detail-oriented professional with hands-on experience supporting real estate and mortgage workflows, who thrives in collaborative environments and understands the importance of accuracy and follow-through.

Responsibilities

• Manage and maintain CRM systems to ensure accurate and up-to-date client and lead information
  

• Track pipelines and monitor deal progress across real estate and mortgage transactions
  

• Handle client follow-ups to maintain consistent and professional communication
  

• Perform accurate data entry and maintain organized records
  

• Prepare and organize compliance-friendly documentation related to real estate and mortgage processes
  

• Support transaction coordination activities from intake through closing
  

• Communicate with borrowers to gather information and provide status updates
  

• Assist with workflow optimization to improve operational efficiency
  

• Collaborate daily with the lead-generation VA to ensure leads are processed correctly and on time
  

• Align marketing and lead-generation efforts with operational requirements
  

Requirements

• Proven experience providing administrative support in real estate and mortgage operations
  

• Hands-on experience with CRM platforms and pipeline tracking
  

• Familiarity with real estate and mortgage documentation and compliance standards
  

• Strong attention to detail and high level of accuracy
  

• Reliable, organized, and able to manage multiple tasks simultaneously
  

• Excellent written and verbal English communication skills
  

Qualifications

• Background in real estate transaction coordination or mortgage operations
  

• Experience communicating directly with borrowers or clients
  

• Ability to identify process gaps and suggest operational improvements
  

• Comfortable working in a collaborative, remote team environment
  

Benefits