Mortgage Lead Reactivation & Appointment Setting Virtual Assistant (Part-Time)

We are a growing California-based mortgage team looking for a highly organized and friendly Virtual Assistant to help reactivate old leads, update our CRM, and schedule appointments.

This position starts part-time with the opportunity to grow into a full-time role as our business expands.

Responsibilities:

Lead Reactivation
Call mortgage leads older than 30 days
Reconnect with past homebuyers and refinance inquiries
Ask qualifying questions
Identify interested borrowers
Transfer hot opportunities to our loan team

Appointment Setting
Schedule phone and Zoom appointments through Calendly
Confirm appointments
Send reminders
Follow up with prospects

CRM Management:
Update notes after every call
Organize lead statuses
Add comments
Maintain clean records

Administrative Support:
Send follow-up text messages
Maintain call logs
Track appointment metrics

Ideal Candidate:
Excellent spoken and written English
Friendly and professional phone presence
Comfortable speaking with U.S. consumers
Organized and detail-oriented
Reliable internet connection
Able to work independently
Coachable and eager to learn

Bonus Experience:
Mortgage industry
Real estate industry
Appointment setting
Excel software
RingCentral

Tools We Use:
RingCentral
Calendly
Excel worksheet

Training will be provided.

To Apply

Please submit:

Resume
1-2 minute voice recording introducing yourself
Internet speed test screenshot
Any mortgage, real estate, customer service, or appointment-setting experience
Your expected hourly rate

IMPORTANT

In the first line of your application, write:

"Cadet Mortgage Team Growth"

so I know you read the entire job posting.

We are looking for someone who wants a long-term opportunity and can grow with our company.