Bilingual Mortgage Virtual Assistant (English & Spanish) – Part-Time

Hello! My name is Emmanuel Duran, and I am a Loan Officer with Dream House Lending in California.

I'm looking for a friendly, reliable, and organized Virtual Assistant to help support my growing mortgage business. Your primary responsibility will be communicating with potential homebuyers, scheduling appointments, and providing updates to our Realtor partners regarding the status of their referred clients.

This position starts at 10-15 hours per week, with additional hours available as our business continues to grow.

Responsibilities:

• Contact new leads by phone, text message, and email .
• Schedule appointments for the Loan Officer.
• Follow up with clients interested in getting pre-approved for a home loan.
• Provide loan status updates to Realtor partners regarding their referred clients.
• Handle all client communication through Follow Up Boss CRM, including calls, text messages, email s, notes, and task management.
• Keep all client records accurate and organized in Follow Up Boss.
• Manage the Loan Officer's calendar.
• Follow up with borrowers to collect requested documents.
• Deliver outstanding customer service in both English and Spanish.
• Complete other administrative tasks as assigned.

Requirements:

• Fluent in English and Spanish (spoken and written)
• Friendly and professional on the phone
• Excellent communication skills
• Organized and detail-oriented
• Reliable and dependable
• Comfortable learning new software
• Available during Pacific Time business hours

Preferred Qualifications:

• Customer service experience
• Appointment setting experience
• Mortgage or real estate experience is a plus
• Experience using Follow Up Boss CRM is a plus (training will be provided)

Equipment Requirements:

• Reliable laptop or desktop computer
• Quality USB headset with microphone
• High-speed internet connection
• Quiet workspace
• Webcam for meetings and training

Schedule:

• Part-Time
• 10-15 hours per week
• Opportunity for additional hours as business grows

To apply, please answer the following:

1. Tell me about yourself.
2. Why are you interested in this position?
3. Describe your customer service experience.
4. Are you fluent in both English and Spanish?
5. Have you worked in the mortgage or real estate industry?
6. Have you used Follow Up Boss or another CRM?

Please answer the following in BOTH English and Spanish:

English:
Why would you be a great fit for this position?

Español:
¿Por qué cree que sería una excelente candidata(o) para este puesto?

To show that you read the entire job posting, begin your application with the words:

"Ready to Help."