Mortgage Lead Management, Appointment Setting Virtual Assistant

🔥 0 minutes ago

🌏 Anywhere in the World

⏱ Part Time

🟠 Senior

👨‍💼 Executive Assistant

👻 Ghost score 25%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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20four7VA

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 2010

💼 Consulting

📦 Logistics

📣 Marketing

Consulting • Logistics • Marketing

20four7VA is a dedicated virtual assistant services company that provides customizable remote staffing solutions for businesses of all sizes. They offer a wide range of virtual assistant services, including administrative, business support, marketing, and technical assistance, helping clients to achieve efficiency and reduce overhead costs. With a robust team of skilled VAs, 20four7VA ensures that clients can focus on growing their business while their various needs are met by qualified professionals.

📋 Description

• Follow up with purchased, existing, and referral-generated mortgage leads • Conduct professional phone, SMS, and email follow-up • Qualify basic interest and schedule appointments with the client • Reactivate older leads using client-provided messaging and relevant market updates • Handle basic objections using a conversational, personalized approach • Track follow-ups and ensure qualified opportunities are not missed • Maintain lead information, notes, statuses, and follow-up activities in GoHighLevel • Organize CRM pipelines and incoming leads • Track appointments and outstanding follow-up requirements • Maintain accurate and current prospect records • Support leads generated through the client's existing systems and campaigns • Follow up with referral and potential business partners • Maintain organized partner and prospect information • Support appointment coordination and calendar management • Assist with additional lead-management and administrative responsibilities as assigned • Deliver services according to agreed timelines, guidelines, and written deliverables • Report to a point of contact to be determined

🎯 Requirements

• Previous appointment-setting or lead follow-up experience required • Phone-based customer service, sales support, or lead nurturing experience required • Mortgage industry experience strongly preferred • GoHighLevel experience strongly preferred • CRM and lead-management experience required • Experience communicating with U.S.-based consumers strongly preferred • Strong written and verbal English communication required • Referral or partnership outreach experience is a plus • Excellent spoken English with clear articulation • Confident, personable, and professional on the phone • Strong appointment-setting and follow-up ability • Able to build rapport rather than rely on overly aggressive outreach • Organized and comfortable managing multiple leads • Proactive with strong follow-through • Comfortable working independently within established processes • GoHighLevel (GHL) knowledge strongly preferred • CRM / Lead Management Platforms knowledge required • Phone / VoIP Systems knowledge required • Email & SMS knowledge required • Calendar / Appointment Scheduling Platforms knowledge required • Google Workspace / Microsoft Office knowledge required • Native or near-native English accent required (Level A-B) • Availability for 10 contracted hours per week, Monday through Friday • Ability to work according to TBD EST schedule • Must operate as an independent contractor under a Master Services Agreement and Statement of Work

🏖️ Benefits

• Competitive rates • Weekly payments • Various open roles are available • Free training and upskilling • Constant support and guidance • A vibrant community always ready to support you • Remote work • Flexible scheduling aligned with client-preferred hours where possible