Virtual Assistant
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Full-time
Legal agreement: To be defined
Posted 1 day ago
Responsibilities
Legacy Capital Funding is a growing U.S.-based financial services company specializing in business funding and real estate investment financing. We work with a nationwide network of lenders to help business owners and real estate investors secure the capital they need.
We are looking for an experienced, highly organized, and results-driven Virtual Assistant to support our lending operations, manage customer relationships, and help us close more financing deals.
This is not a basic administrative VA position. We are looking for someone with experience in the U.S. lending or mortgage industry who understands sales, customer follow-up, loan processing, and CRM management.
Key Responsibilities
Lead Management & Sales
Handle incoming leads and respond quickly to financing inquiries.
Make inbound and outbound calls to prospective borrowers.
Qualify leads, schedule appointments, and follow up consistently.
Manage the sales pipeline and help convert leads into funded deals.
Reconnect with previous prospects and identify new funding opportunities.
Maintain professional communication by phone, email, and SMS.
Loan Processing & Coordination
Assist customers with financing applications and document collection.
Organize financial documents and prepare complete application packages for lender review.
Coordinate communication between borrowers, lenders, and management.
Monitor application status and follow up on outstanding requirements.
Help move financing transactions efficiently from application to closing.
CRM & Office Operations
Manage and update the company's CRM daily.
Track all leads, calls, appointments, and follow-up activities.
Maintain accurate customer records and organized digital files.
Create and improve automated follow-up sequences.
Prepare daily and weekly performance reports.
Manage calendars, emails, and general administrative tasks.
Business Development & Marketing
Research potential referral partners and new business opportunities.
Support email and SMS marketing campaigns.
Assist with social media posting and content management.
Help improve sales processes, customer engagement, and lead conversion.
Required Qualifications
Previous experience working remotely for a U.S. mortgage company, lending company, loan brokerage, or financial services business.
Excellent spoken and written English, with clear and professional phone communication.
Strong experience with CRM systems, lead tracking, and sales pipeline management.
Comfortable making outbound calls and handling customer objections.
Experience collecting documents and coordinating loan applications.
Strong computer skills, including Google Workspace and Microsoft Office.
Highly organized, detail-oriented, dependable, and self-motivated.
Ability to work independently during U.S. business hours.
Reliable high-speed internet and a professional, quiet workspace.
Ability to handle confidential customer and financial information securely.
Preferred Experience
Business funding, SBA loans, commercial lending, or mortgage processing.
Merchant cash advances, working capital, or equipment financing.
Loan origination software and CRM automation.
Appointment setting, sales support, and customer retention.
Social media management and digital marketing.
What We Offer
Long-term, full-time remote opportunity.
Competitive compensation based on experience.
Performance bonuses tied to measurable results.
Training on our financing products, lender network, and internal processes.
Opportunity for career growth and increased responsibilities.
Direct collaboration with the company's leadership.
Who We're Looking For
We want someone who takes ownership, follows through, and understands that every lead represents a potential business opportunity.
You should be proactive, confident on the phone, excellent at managing multiple tasks, and motivated to help a growing U.S. lending company succeed.
If you have lending industry experience and enjoy combining customer service, sales, and operations, we would love to hear from you.
Grow With Us!
At Legacy Capital Funding, we reward hard work, dedication, and outstanding performance. We offer excellent long-term career growth opportunities, competitive performance bonuses, and the potential for increased earnings and leadership responsibilities for the right candidate. As our company continues to expand, we want ambitious professionals who are excited to grow and succeed alongside us.