Executive Assistant, Mortgage Industry

This is a fully remote position, open to applicants in Nicaragua.

📋 Description

• Oversee and manage the daily operations of the MLOFLO CRM, ensuring campaign health, contact records, lead routing, and delivery monitoring are maintained effectively.

• Source-tag and allocate every new lead to the appropriate drip campaign within a 24-hour timeframe.

• Conduct weekly monitoring of active email/SMS campaigns and report any delivery issues to the Loan Officer or Loan Assistant.

• Keep contact records up to date and revise campaign sequences as instructed, with the Loan Officer's approval.

• Maintain and expand the Homebot subscriber database.

• Register new contacts within 5 business days following a closed loan or completed campaign.

• Oversee monthly report delivery and address any failures promptly.

• Provide the Loan Officer with monthly summaries of subscribers and engagement metrics.

• Sustain active databases for agent partners and referral partners.

• Coordinate the home health check-in program, including database pulls, enrichment, and handoff to the call team.

• Document every referral on the same day it is made and prepare quarterly performance reports for partners.

• Generate flyers, one-pagers, recruitment materials, blog content, and post-closing marketing materials.

• Manage social media content calendars for Instagram, Facebook, and LinkedIn, awaiting Loan Officer approval.

• Organize scheduling for AI-clone video production.

• Deliver weekly snapshots of campaign performance and monthly breakdowns of pipeline sources.

• Maintain tracking spreadsheets for referrals and prepare concise, mobile-friendly metric summaries.

• Enroll every closed borrower into Homebot and the respective nurture campaign within 5 business days.

• Identify 30-day, 90-day, and 12-month post-close touchpoints for the Loan Officer's calling list.

• Collaborate closely with the Loan Officer and Loan Assistant on systems, workflows, campaign inputs, and necessary approvals.

• Prioritize systems and output rather than relying on phone or email communications with borrowers.

⛳️ Requirements

• Practical, hands-on experience with at least one CRM platform (MLOFLO, HubSpot, Follow Up Boss, or similar) — with a focus on production rather than theoretical knowledge.

• Proficient in email/SMS marketing automation: constructing sequences, monitoring their performance, and resolving delivery issues.

• Strong skills in data management: handling contact databases, deduplication, and list imports/exports.

• Graphic design skills using tools such as Canva, Adobe Express, or equivalent (templates will be provided).

• Excellent written English skills — ensuring clarity, professionalism, and absence of typos.

• Highly organized and self-motivated; capable of managing multiple workflows and meeting deadlines with little supervision.

• Experience supporting a US-based mortgage loan officer, real estate agent, or professional in financial services.

• Familiarity with Homebot, Clay, or Apollo (data enrichment tools).

• Experience in generating reports for non-technical stakeholders.

• Knowledge of CloneIQ, Heygen, or other AI video production tools.

🏝️ Benefits

• Fully remote work opportunity.

• 40 hours of work each week.

• Vacation benefits available after one consecutive year of employment with us!

• Experience working with international clients.

• Opportunity to enhance your English language skills.

• Development plans tailored to your career growth.

• Training with tools and support from the team.