Executive Virtual Assistant for High-Performance Mortgage Business
We are looking for a highly analytical, detail-oriented, and resourceful Virtual Assistant to help run the daily operations of a growing mortgage business.
This is a critical role where precision, persistence, and client communication are equally important.If you love organizing chaos, thrive in repetitive structured tasks, but can also confidently talk to leads or clients when needed—you might be exactly who we’re looking for.What You'll Be Doing:
Managing my daily calendar and booking/rescheduling appointmentsMonitoring and responding to emails professionallyFollowing up with leads via text, email, and occasional phone callsOrganizing client documents and uploading into CRMUpdating lead pipelines in CRM Researching logistics (example: travel booking, event coordination)Taking notes during calls and assigning follow-up tasksTracking marketing deliverables and keeping projects on schedulePreparing daily end-of-day reports and status updatesSolving problems proactively without waiting for step-by-step instructions
Key Skills We Require:
Strong organizational skills: You love structure, checklists, and processes.Analytical thinking: You spot small issues before they become big ones.Resourcefulness: If you don’t know, you figure it out.Persistence: You know how to follow up professionally without being pushy.Client communication: Comfortable picking up the phone when needed.Tech-savvy: Familiarity with tools like Google Calendar, Trello, Notion, Bonzo, Canva (bonus), CapCut (bonus).Adaptability: Able to adjust as the business grows and evolves.
Who You Are:
You take pride in doing repetitive tasks well without cutting corners.You like having clear systems but aren’t afraid to build or suggest better ones.You communicate with clarity, confidence, and respect.You move fast but stay organized under pressure.You’re loyal, detail-obsessed, and think 2 steps ahead.
- To Apply:Send:
A quick intro explaining why you're a fit for this specific role (no generic copy-paste please).A sample of any checklist or simple system you’ve helped manage before (even just explaining it is fine).Your current availability and if you can eventually work nighttime PH (12 PM–8 PM EST).
This is not just a VA job—this is a chance to become a true right-hand operator inside a high-growth, high-trust business.- Organizational Skills
- Detail-oriented
- Email Management
- Organizational Skills
- Detail-oriented
- Email Management