Admin/Ops Virtual Assistant (AM0409FT)

Schedule: Monday–Friday, 8:00 AM – 5:00 PM CST/CDT

About the Role

We are looking for an organized Virtual Assistant to support a growing mortgage lending business. This role is focused on administration, operations, CRM management, marketing support, and reporting.

You will work closely with the Loan Officer and Loan Assistant to keep contact records updated, manage campaigns, prepare marketing materials, and ensure daily tasks are completed accurately and on time.

What You’ll Do

• Manage and update the CRM, including contacts, leads, campaigns, and follow-ups
• Add new leads to the correct campaigns and keep records accurate
• Monitor email and SMS campaigns and report any issues
• Maintain databases for clients, real estate agents, and referral partners
• Enroll closed clients in Homebot and follow-up campaigns
• Track referrals and prepare simple weekly and monthly reports
• Create flyers and other marketing materials using approved templates
• Help manage the social media content calendar
• Draft basic blog posts and post-closing marketing content
• Support other administrative and operational tasks as needed

What We’re Looking For

• Previous experience using a CRM such as MLOFLO, HubSpot, Follow Up Boss, or a similar platform
• Strong administrative and organizational skills
• Experience managing contact databases and marketing campaigns
• Comfortable creating materials in Canva, Adobe Express, or PowerPoint
• Strong written English and attention to detail
• Able to manage several tasks and meet deadlines with limited supervision

Experience in the US mortgage, real estate, or financial services industry is required. Familiarity with Homebot, Clay, Apollo, or AI video tools is also helpful.

Benefits

• 100% remote work
• 40 hours per week
• Vacation benefits after one year
• Experience working with international clients
• English practice and professional development
• Training and ongoing team support