Remote Mortgage VA - Client Care, Marketing & CRM

Moder Solutions Inc.; Muntinlupa; Remote; PHP 279,000 - 469,000; Full time

Job summary

Moder Solutions Inc. is seeking a highly organized Virtual Assistant to support loan officers and clients through the home loan process. You will handle client communication, follow-ups, and marketing efforts while maintaining strong relationships with referral partners.

Ideal candidates are detail-oriented, tech-savvy, and capable of managing CRM data, coordinating appointments, and creating simple marketing materials in Canva or similar tools from a remote location.

Qualifications

• Experience in administrative support, customer service, or mortgage-related roles preferred.
• Strong communication, both verbal and written.
• Proficient with CRM software and marketing tools.

Responsibilities

• Follow up with loan clients via calls, emails, and texts to smooth the loan process.
• Create and edit marketing materials for loan programs and homebuyer education.
• Maintain and update the referral partner database and CRM records.
• Set up appointments and coordinate with referral partners and clients.

Skills

Communication skills

Salesforce CRM

Email marketing tools

Graphic design basics

Remote work capability

Tools

Canva

Adobe

Job description

Moder Solutions Inc. is seeking a highly organized Virtual Assistant to support loan officers and clients through the home loan process. You will handle client communication, follow-ups, and marketing efforts while maintaining strong relationships with referral partners.

Ideal candidates are detail-oriented, tech-savvy, and capable of managing CRM data, coordinating appointments, and creating simple marketing materials in Canva or similar tools from a remote location.