Virtual Assistant – Market Research & Recruiting Data Project (Mortgage Industry)

About the Role:

We’re looking for a detail-oriented, resourceful Virtual Assistant to help build out 200 “Why This Market” briefs — short, data-driven reports that explain why specific cities are attractive for mortgage recruiting and growth. You’ll gather information from online sources, organize it into templates, and keep everything structured in Google Drive.

This role is perfect for someone who’s organized, can follow a process, and enjoys researching local markets, housing trends, and business data. You don’t need to be a mortgage expert — we’ll teach you what matters — but you do need strong research and communication skills.

Responsibilities

Research & Data Gathering

Use ---------- , ---------- , GreatSchools, and other trusted sources to find local data (population, housing, jobs, income, etc.).

Identify top employers, unique local events, and key economic trends for each city.

Research school quality, VA/FHA/USDA loan usage, and nearby military bases.

Verify sources, add links, and include dates for all stats.

Document Creation

Use a Google Doc template to complete one “Why This Market” brief per city.

Keep formatting consistent across all 200 briefs.

Write short, clear summaries and “hooks” that highlight each city’s opportunities.

Save files in the correct folders (Raw, Processed, Briefs, Outreach, Vision Decks).

Recruit List Support

Log in to RETR (access provided) to pull lists of loan officers and branch managers in each market.

Export or copy data into a Google Sheet, ensuring accuracy and clean formatting.

Project Tracking

Maintain the Master Tracker Google Sheet with links, completion status, and notes.

Communicate progress daily or weekly (depending on project rhythm).

Flag missing data, broken links, or inconsistent info for review.

Optional / Growth Tasks

Draft simple LinkedIn posts or DM templates using the data from each market.

Help format or gather visuals for Vision Decks (Canva or Google Slides).

Skills & Qualifications

Excellent written English; clear, concise, professional tone.

Strong research ability — able to find accurate information fast.

Comfortable using Google Workspace (Docs, Sheets, Drive, Slides).

Organized with great attention to detail — every file in its right place.

Experience working from SOPs, templates, and checklists.

Basic understanding of U.S. geography, housing, or business trends helpful.

Bonus: familiarity with RETR or mortgage industry tools (not required but ideal).

Reliable internet and ability to communicate daily via WhatsApp, or email.

Tools You’ll Use

Google Drive (Docs, Sheets, Slides)

ChatGPT (for first draft research help)

Google Search

RETR (for loan officer data)

Canva (optional for visuals)

Personality Fit

We’re looking for someone who is:
? Curious — loves learning about cities and markets
? Consistent — follows the same system every time
? Communicative — keeps the team informed
? Self-starter — needs minimal oversight once trained
? Detail-focused — double-checks facts and links before submission

Success in This Role Looks Like

10–15 markets completed each week, consistently formatted and sourced.

100?curacy in data, links, and formatting.

Organized folders and tracker always up to date.

Communication is proactive — no surprises or missed updates.

Please email your application to ---------- with the subject line: VA Application – Project Assistant