[Hiring] Mortgage Lead Management & Appointment Setting Virtual Assistant @20four7VA

Role Description

20four7VA is seeking offshore independent contractors to deliver remote services to clients worldwide, with a primary focus on developed markets such as the United States, the United Kingdom, Canada, and Australia.

A mortgage professional managing a team of loan officers is seeking a Business Support Virtual Assistant to help manage leads, maintain an organized CRM, conduct consistent follow-up, and schedule qualified appointments. The primary focus is providing personalized lead follow-up without overly aggressive outreach.

• The client receives purchased leads, referral opportunities, and prospects through multiple sources.
• A dependable VA is needed to ensure these opportunities are properly organized, nurtured, and followed up with.
• Mortgage experience is strongly preferred; however, excellent English communication, phone presence, appointment-setting ability, and personality are the highest priorities.
• The objective is to assist the client in improving business efficiency, enhancing service delivery, or supporting operational functions through high-quality, task-specific services rendered by a qualified contractor.

Qualifications

• 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

Requirements

• 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

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
• And more!