Real Estate Virtual Assistant (Mortgage Specialist) | WFH

Job Description

Work-From-Home (CS Everywhere) - A work setup with unlimited access to the office and combined the flexibility and cost savings that comes with working from world-class offices

We are seeking a highly motivated and detail-oriented Real Estate Virtual Assistant with a deep understanding of United States mortgages to join our team. In this role, you will be responsible for reaching out to warm leads from national builders who are interested in obtaining mortgage approval to purchase a home. Your primary objectives will be to answer all questions related to mortgages, build trust and strong relationships with potential clients, and ultimately win their business. This is a remote position that offers flexibility and the opportunity to work with a dynamic real estate team.

Key Responsibilities:

• Mortgage Expertise:

• Possess an in-depth understanding of various mortgage products, rates, and terms prevalent in the United States market.

• Stay up-to-date with the latest changes and trends in the mortgage industry.

• Lead Outreach:

• Contact warm leads provided by national builders to discuss their mortgage needs.

• Conduct initial assessments of potential clients financial situations to determine their eligibility for mortgage approval.

• Client Consultation:

• Provide expert advice and answer all questions related to mortgages, including the application process, credit requirements, and loan options.

• Tailor mortgage solutions to meet the unique needs and financial goals of each client.

• Building Trust and Relationships:

• Establish and nurture strong relationships with potential clients by demonstrating professionalism, empathy, and reliability.

• Maintain a high level of client satisfaction through clear and effective communication.

• Documentation and Compliance:

• Assist clients in gathering the necessary documentation for mortgage applications.

• Ensure compliance with all relevant mortgage regulations and requirements.

• Market Research:

• Monitor the real estate and mortgage market to identify opportunities and trends.

• Provide insights to the team on market conditions and potential leads.

• Administrative Support:

• Assist with administrative tasks such as scheduling appointments, managing emails, and maintaining client records.

Qualifications And Requirements

• Proven experience in the real estate or mortgage industry, with a strong understanding of United States mortgages.

• Excellent communication and interpersonal skills.

• Strong problem-solving abilities and attention to detail.

• Ability to work independently and manage time effectively in a remote work environment.

• High level of professionalism and trustworthiness.

• Proficiency in relevant software and tools for virtual communication and document management.

• Knowledge of CRM systems and lead management is a plus.