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Virtual Assistant
Virtual Assistant for Data Entry, CRM Updates, and Lead Calls
Confidential employer
Real Estate
Cold Calling
Data Entry
Virtual Assistant
CRM
Research
About the Role
We are a real estate and mortgage office looking for a reliable, detail oriented Virtual Assistant for 6 hours per week at $4 per hour.
Your primary responsibility will be data entry and keeping our Follow Up Boss CRM accurate and organized. Once your assigned data entry work is completed or slows down, you will make calls to leads.
Responsibilities:
- Research information using websites we provide, public websites, and other approved sources.
- Update contact records in Follow Up Boss and Excel spreadsheets.
- Verify contact details, fill in missing information, and identify duplicate records.
- Record sources and flag information you cannot verify.
- Organize leads, update contact information, and maintain accurate notes.
- Make initial and follow up calls to leads using provided scripts and instructions.
- Document call results, update lead statuses, and schedule follow up tasks.
- Notify us when a lead is interested or needs a response.
- Provide a brief update on completed work and outstanding questions.
- As our needs grow, we may also discuss video editing and other administrative tasks.
Qualifications:
- Strong attention to detail and accurate data entry skills.
- Comfortable speaking English on the phone and calling leads.
- Able to follow instructions, work independently, and communicate clearly.
- Reliable internet connection, computer, and headset for calls.
- Experience with Follow Up Boss, Excel, real estate, or mortgages is a plus.
To apply, please share your relevant experience, availability in Chicago time, and comfort level with calling leads.
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