The Virtual Assistant will manage CRM records, marketing campaigns, and administrative tasks to support a mortgage lending team. Responsibilities include tracking referrals, creating marketing materials, and maintaining databases for clients and partners.
The role involves handling inbound and outbound calls to prospective clients to conduct intake and guide them through the consultation process. You will be responsible for building rapport, managing leads, and converting inquiries into new clients for the law firm.
Manage the mortgage lending operation's CRM, marketing technology stack, and digital workflows to ensure campaign health and data accuracy. Produce marketing content, maintain databases, and provide performance reporting to support the loan officer and assistant.
The role involves creating a complete brand identity and developing a high-impact website along with marketing collateral. Additionally, the candidate will maintain and troubleshoot existing websites to ensure optimal performance.
