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Posted 4 months ago
Requirements and responsibilities
Overview:
20four7VA is seeking a highly motivated, articulate, and bilingual (English–Spanish) Virtual Assistant to support outbound lead outreach for one of the nation’s leading mortgage companies. The role focuses on contacting warm leads, re-engaging older prospects, setting qualified appointments for licensed loan officers, and occasionally handling cold calls. Bonus opportunities may be available based on performance.
Key Responsibilities:
* Conduct outbound calls to warm leads from multiple sources.
* Communicate clearly in English or Spanish depending on lead preference.
* Follow structured scripts and deliver consistent messaging.
* Qualify leads and schedule appointments or warm-transfer to loan officers.
* Confirm appointment details and ensure proper handoff.
* Update and maintain accurate notes in the LOAI CRM.
* Track outreach attempts, outcomes, and follow-up actions.
* Re-engage older leads and maintain regular follow-up touchpoints.
* Provide daily or weekly outreach summaries.
* Communicate insights or lead trends to the client.
Required Skills:
* Bilingual fluency in English and Spanish (required).
* Excellent verbal communication; clear, concise, and confident.
* Accent Level A–B (native or near-native).
* Experience in outbound calling or appointment setting.
* CRM experience required (training provided for LOAI CRM).
* Strong attention to detail and accurate documentation.
* Reliable, self-driven, and comfortable working toward targets.
* Mortgage/real estate background is a plus but not required.
Tools Knowledge:
* CRM platforms (any); LOAI CRM training provided.
* Phone systems/autodialers (training provided).
* Google Workspace, Excel, and similar tools.
Work Schedule:
* 20–40 hours per week.
* Monday–Friday (option to work Saturdays and take another weekday off).
* Shift Options: 9:00 AM–6:00 PM EST or 11:00 AM–8:00 PM EST.
Optionally, you can add more information later (benefits, pre-screening questions, etc.)