Virtual Assistant – CRM & Marketing Operations

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

📋 Description

• Oversee and manage the daily operations of the MLOFLO CRM, which includes ensuring campaign health, maintaining contact records, facilitating lead routing, and monitoring delivery.

• Tag and assign every new lead to the appropriate drip campaign within 24 hours of receipt.

• Conduct weekly monitoring of active email/SMS campaigns and identify any delivery issues.

• Keep contact records organized and update campaign sequences with the approval of the Loan Officer.

• Sustain and expand the Homebot subscriber database; enroll new contacts within five business days.

• Monitor the delivery of Homebot reports and provide monthly summaries on subscriber engagement and statistics.

• Maintain databases for agent partners and referral partners.

• Manage the home health check-in program, which includes database pulls, data enrichment, and coordination with the call team.

• Log referrals on the same day and prepare quarterly performance reports for partners.

• Create marketing materials such as flyers, one-pagers, recruitment resources, social media calendars, blog content, and post-closing marketing assets.

• Schedule production for AI-clone video content.

• Provide weekly snapshots of campaign performance, monthly breakdowns of pipeline sources, and quarterly reports on referrals.

• Prepare clean, mobile-optimized metric summaries for the Loan Officer.

• Enroll closed borrowers into Homebot and nurture campaigns within five business days.

• Identify and flag 30-day, 90-day, and 12-month post-closing touchpoints for the Loan Officer's follow-up call list.

• Collaborate closely with the Loan Officer and Loan Assistant, focusing on systems and outputs rather than direct communication with borrowers.

⛳️ Requirements

• Proven, hands-on experience with at least one CRM platform (MLOFLO, HubSpot, Follow Up Boss, or equivalent) — practical experience is essential, not just theoretical knowledge.

• Proficient in email/SMS marketing automation: capable of building sequences, tracking performance, and troubleshooting delivery issues.

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

• Ability in graphic design using tools like Canva, Adobe Express, or similar (templates will be provided).

• Excellent written English skills — clear, professional, and free of typographical errors.

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

🏝️ Benefits

• 100% remote work opportunity.

• Full-time position with 40 hours per week.

• Vacation benefits available after one consecutive year of employment.

• Experience in collaborating with international clients.

• Enhancement of your English language skills.

• Opportunities for professional development plans.

• Training provided with tools and support from the team.