United States onlyThis is a remote position.
Our client is looking for aReal Estate and Mortgage Operations Assistantto support their growing operations with precision, consistency, and strong organizational skills. They operate within the real estate and mortgage sector and have steadily expanded their business over recent years by improving internal processes and client experience.
This role is ideal for a detail-oriented professional with hands-on experience supporting real estate and mortgage workflows, who thrives in collaborative environments and understands the importance of accuracy and follow-through.
ResponsibilitiesManage and maintain CRM systems to ensure accurate and up-to-date client and lead information
Track pipelines and monitor deal progress across real estate and mortgage transactions
Handle client follow-ups to maintain consistent and professional communication
Perform accurate data entry and maintain organized records
Prepare and organize compliance-friendly documentation related to real estate and mortgage processes
Support transaction coordination activities from intake through closing
Communicate with borrowers to gather information and provide status updates
Assist with workflow optimization to improve operational efficiency
Collaborate daily with the lead-generation VA to ensure leads are processed correctly and on time
Align marketing and lead-generation efforts with operational requirements
Manage and maintain CRM systems to ensure accurate and up-to-date client and lead information
Track pipelines and monitor deal progress across real estate and mortgage transactions
Handle client follow-ups to maintain consistent and professional communication
Perform accurate data entry and maintain organized records
Prepare and organize compliance-friendly documentation related to real estate and mortgage processes
Support transaction coordination activities from intake through closing
Communicate with borrowers to gather information and provide status updates
Assist with workflow optimization to improve operational efficiency
Collaborate daily with the lead-generation VA to ensure leads are processed correctly and on time
Align marketing and lead-generation efforts with operational requirements
Requirements
Proven experience providing administrative support in real estate and mortgage operations
Hands-on experience with CRM platforms and pipeline tracking
Familiarity with real estate and mortgage documentation and compliance standards
Strong attention to detail and high level of accuracy
Reliable, organized, and able to manage multiple tasks simultaneously
Excellent written and verbal English communication skills
QualificationsBackground in real estate transaction coordination or mortgage operations
Experience communicating directly with borrowers or clients
Ability to identify process gaps and suggest operational improvements
Comfortable working in a collaborative, remote team environment
Background in real estate transaction coordination or mortgage operations
Experience communicating directly with borrowers or clients
Ability to identify process gaps and suggest operational improvements
Comfortable working in a collaborative, remote team environment
Benefits
Full-time position
100% remote role
Long-term opportunity with a stable and growing team
Collaborative work environment focused on trust and accountability
Exposure to U.S.-based real estate and mortgage operations
PH and US only