Virtual Assistant & Appointment Setter (Mortgage Industry)

We’re seeking a reliable, organized, and motivated Virtual Assistant & Appointment Setter to join our dynamic team. If you excel in communication, organization, and multitasking, we’d love to hear from you!

Responsibilities:
- Act as the first point of contact for potential clients, responding promptly to inquiries.
- Schedule appointments between clients and mortgage advisors.
- Manage calendars, ensuring appointments are efficiently coordinated.
- Conduct follow-up calls and emails to confirm appointments.
- Maintain and update client information in CRM software.
- Assist with basic administrative tasks and data entry as required.
- Provide excellent customer service to clients and partners.

Preferred Qualifications:
- Familiarity with mortgage terminology and processes.
- Experience in customer service or sales support.
- Knowledge of tools like Zoom, Microsoft Office Suite, or Google Workspace.

Requirements:
- Proven experience in a similar role, preferably in the mortgage or real estate industry.
- Exceptional communication skills, both verbal and written.
- Proficient in using scheduling and CRM tools (e.g., Calendly, Salesforce, or similar).
- Strong organizational skills and attention to detail.
- Ability to handle confidential information with discretion.
- Self-motivated with the ability to work independently in a remote environment.
- Availability to work in time zones aligned with 8 am to 5 pm PST.

How to Apply:
To apply, please send your resume, voice recording, and a brief cover letter to recruitment at upsourcemedia dot com. Include the subject line: Virtual Assistant & Appointment Setter Application.

We’re excited to meet candidates who are enthusiastic about contributing to our growing business!