Virtual Assistant

We’re looking for a highly organized and detail-oriented Virtual Assistant to support our mortgage team with CRM management, client communication, and administrative tasks. If you’re proactive, tech-savvy, and enjoy keeping systems organized, we’d love to meet you! Experience with Salesforce, Jungo, and Airtable required!

Responsibilities

• Manage and update Salesforce/Jungo CRM
• Update Airtable and other tracking systems
• Upload and organize client documents
• Send contracts and required paperwork
• Monitor calendars and schedule appointments
• Respond to client and agent emails
• Keep loan files and CRM records accurate and up to date
• Send milestone updates to clients and agents
• Support general administrative and operational tasks
• Assist with follow-ups and ensure nothing falls through the cracks

Qualifications

• Previous experience as a Virtual Assistant, Administrative Assistant, or CRM Administrator
• Experience with Salesforce, Airtable, or other CRM systems required.
• Strong administrative and organizational skills
• Excellent written and verbal English communication skills
• Able to multitask and work independently
• Proficient in Google Workspace and Microsoft Office
• Mortgage industry experience is a plus but not required

We’re Looking For Someone Who Is

• Detail-oriented
• Organized and proactive
• Tech-savvy and quick to learn new systems
• Reliable and dependable
• Comfortable working in a fast-paced remote environment

Resume

• Include your experience with Salesforce, Airtable, CRM systems, or mortgage support in your application.

We’re looking for someone who wants to grow with our team long-term!