Executive Assistant, Mortgage Industry

Job not on LinkedIn

🔥 0 minutes ago

🇳🇮 Nicaragua – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

👨‍💼 Executive Assistant

👻 Ghost score 25%

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Logo of There is Talent

There is Talent

11 - 50 employees

Founded 2020

📣 Marketing

🏥 Healthcare

⚖️ Legal

Marketing • Healthcare • Legal

There is Talent is a remote staffing and talent-placement company that connects bilingual Latin American professionals with U. S. companies for fully remote, time-zone aligned roles. The company specializes in placing virtual assistants, customer service agents, administrative and specialized support (legal, healthcare, accounting, marketing, sales, and tech support), providing end-to-end candidate screening, English interviews, client matching, onboarding guidance, and ongoing support. There is Talent focuses on long-term placements, career growth, and helping professionals earn competitive pay in USD while working from home.

📋 Description

• Manage and maintain the MLOFLO CRM daily, including campaign health, contact records, lead routing, and delivery monitoring • Source-tag and assign every new lead to the correct drip campaign within 24 hours • Monitor active email/SMS campaigns weekly and flag delivery issues to the Loan Officer or Loan Assistant • Keep contact records clean and update campaign sequences as directed with Loan Officer approval • Maintain and grow the Homebot subscriber database • Enroll new contacts within 5 business days of a closed loan or completed campaign • Monitor monthly report delivery and resolve failures • Deliver monthly subscriber and engagement summaries to the Loan Officer • Maintain active agent partner and referral partner databases • Coordinate the home health check-in program, including database pulls, enrichment, and handoff to the call team • Log every referral the same day it is made and prepare quarterly partner performance reports • Create flyers, one-pagers, recruiting materials, blog content, and post-closing marketing materials • Maintain social media content calendars for Instagram, Facebook, and LinkedIn for Loan Officer approval • Coordinate AI-clone video production scheduling • Deliver weekly campaign performance snapshots and monthly pipeline source breakdowns • Maintain referral tracking spreadsheets and prepare clean, mobile-friendly metric summaries • Enroll every closed borrower into Homebot and the appropriate nurture campaign within 5 business days • Flag 30-day, 90-day, and 12-month post-close touchpoints for the Loan Officer's call list • Work closely with the Loan Officer and Loan Assistant on systems, workflows, campaign inputs, and approvals • Focus on systems and output rather than phone or email conversations with borrowers

🎯 Requirements

• Hands-on, demonstrable experience with at least one CRM platform (MLOFLO, HubSpot, Follow Up Boss, or equivalent) — production experience, not theoretical • Comfortable with email/SMS marketing automation: building sequences, monitoring performance, troubleshooting delivery • Strong data management skills: contact databases, deduplication, list imports/exports • Graphic design capability using Canva, Adobe Express, or similar (templates provided) • Strong written English — clear, professional, and typo-free • Highly organized and self-directed; able to manage multiple workflows and meet deadlines with minimal supervision • Experience supporting a US-based mortgage loan officer, real estate agent, or financial services professional • Familiarity with Homebot, Clay, or Apollo (data enrichment tools) • Experience producing reports for non-technical stakeholders • Familiarity with CloneIQ, Heygen, or other AI video production tools

🏖️ Benefits

• 100% remote work • 40 hours per week • Vacation benefits after 1 consecutive year with us! • Experience working with international clients • Improvement in your English skills • Development plans • Training with tools and team support

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