Bilingual Virtual Assistant – Mortgage & Real Estate Lead Generation (Job ID: KARMIC1)

🌟 Exciting Remote Opportunity! We're Hiring a Bilingual Mortgage Marketing & Business Development VA! 🌟

Are you a proactive, bilingual sales professional with a talent for building relationships? We are looking for an exceptional Virtual Assistant based in LATAM to drive outbound lead generation and nurture referral partnerships for a fast-growing mortgage professional!

🚨 IMPORTANT - Watch this quick Loom video on how to get hired: 🔗

🗣️ C1 ENGLISH LEVEL IS REQUIRED. The selected candidate will be speaking strictly in English during their whole shift. 🎙️ PLEASE SUBMIT YOUR RESUME AND AUDIO RECORDING IN ENGLISH.

📋 Job Details at a Glance

• Job Title: Bilingual Mortgage Marketing & Business Development VA

• Job ID: KARMIC1

• Industry: Mortgage & Financial Services

• Location: LATAM (Colombia - preferred / Mexico / Argentina)

• Job Status: Part-Time (20 hrs/week initially, with a clear path to Full-Time based on performance)

• Work Schedule: Monday to Friday, 10:00 AM to 2:00 PM EST (Transitioning to 8:00 AM to 5:00 PM EST)

• Compensation: $8 to $10 per hour (Plus incentives/commissions)

• Target Start Date: ASAP

🏢 About the Client

Our client is a fast-growing mortgage professional dedicated to providing seamless home-financing solutions. The business generates high-quality mortgage leads primarily through a strong network of referral partners, including high-producing realtors, accountants, and financial advisors. To support their expanding pipeline, they are focusing on proactively building, nurturing, and scaling these strategic partner relationships.

💼 About the Role

We are seeking a proactive, fluent bilingual (English/Spanish) Virtual Assistant to drive outbound lead generation and client retention. Working directly with the business owner, you will execute targeted realtor and CPA outreach, run co-marketing initiatives, manage past-client marketing sequences, and maintain an organized CRM database. This position starts part-time (20–25 hours/week) with an immediate path to full-time (40 hours/week) for high performers.

🎯 Key Responsibilities

📞 Realtor & CPA Outreach

• Utilize production-tracking databases to identify mid-tier realtors (e.g., closing 1 deal every 1–2 months) where co-marketing partnerships can help scale their business.

• Conduct cold calls, emails, and messages to set partnership appointments.

📧 Past-Client Database Marketing

• Run segmented marketing campaigns to past client databases via video and email tools (e.g., Constant Contact, Roomvue).

• Pre-2021 Clients: Target high-equity clients with pitch sequences for second mortgages and Home Equity Lines of Credit (HELOCs).

• 2022+ Clients: Monitor high-rate clients (7%–8%) with property value and rate updates to position the business for cash-out refinances when rates drop.

🗂️ Pipeline & CRM Management

• Maintain and organize all leads, interactions, call logs, and contacts within Go High Level (GHL).

• Categorize contacts accurately (e.g., Top Realtor, Developing Realtor, Past Client, Future Lead).

☎️ Telephony & Local Calling

• Execute daily phone outreach via local VOIP software (e.g., RingCentral / Google Voice) using local US area codes (305/786) to optimize pickup rates.

🤝 Co-Marketing Coordination

• Assist in creating, deploying, and managing co-marketing campaigns and branded collateral for partner realtors.

🤖 AI & Workflow Automation

• Leverage AI tools (e.g., Claude, ChatGPT) to optimize messaging, write sales copy, and automate daily outreach processes.

✅ Qualifications & Skills

⭐ Core Requirements:

• Language: Fully bilingual in English and Spanish (verbal and written) with strong conversational fluency.

• Location: Based in Latin America (Colombia strongly preferred; Mexico or Argentina also suitable).

• Experience: Proven track record in outbound cold calling, appointment setting, inside sales, or business development. (Mortgage or real estate experience is a strong plus, but not required).

• Soft Skills: Confident telephone presence, self-driven, highly organized, and capable of executing daily task lists independently without micromanagement.

💻 Technical & System Requirements:

• Familiarity with sales CRMs, email sequences, and outbound dialers/databases.

• Proficiency or comfort with AI productivity platforms (e.g., Claude, ChatGPT) to generate outreach copy and optimize workflows.

• Reliable high-speed internet, a noise-canceling headset, and a dedicated home office environment.

🚀 Submit your application today and take the first step toward your next great opportunity!

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