Full Time
$500USD to $900USD /month depending on experience
TBD
Oct 07, 2022
I run a mortgage team that is in the top 1% of all mortgage teams in the United States and I'm looking for a GREAT Virtual Assistant to help us grow our business. I hire for the long term...my #1 team member has been with me for 8 years and I'm looking for someone who wants to grow with us and be a long term member of our awesome team!
Top responsibilities you would have would be:
-Setting appointments for me with Realtors. Some we know very well, some we have already worked with and some we'd like to start working with. The expectation is to schedule 10 appointments a week. This would be your #1 responsibility.
-coordinating monthly lunch and learn events with Realtors. You would send out invites, call to invite the Realtors and follow up on RSVP's. You would also
-Manage Realtor Thank You program, including setting up quarterly Realtor event, handling invites through Evite, calling and texting Realtors, following up prior to the event via phone and text and also after event to say thank you and ask for referrals.
-follow up on aging leads of prospective clients, with the goal of turning them back over to my team to start the loan application process.
-send out a weekly
-manage social sites
-Manage our past client communication. This would include calling our past clients quarterly to check in and ask for
-Enter client data into our CRM (Salesforce) and Homebot. This would be roughly 15-20 new clients every month.
-Create Open House flyers for Realtors through List Reports
-Enter and maintain Realtor partner data every month
-Track team statistics monthly, quarterly and yearly: new leads, new pre-approved clients, closed loans, New Realtor meetings, referrals from each Realtor.
If this sounds like an opportunity you'd be excited about, please do the following:
Thanks and I look forward to talking with you!
Ken