Source Job

Global

  • Manage and maintain CRM platforms like MLOFLO daily, including campaign health, contact records, and lead routing.
  • Create professional marketing content using Canva or Adobe Express, and maintain social media calendars.
  • Deliver weekly and monthly reports on campaign performance and referral tracking.

CRM Marketing Automation Canva Data Management Written English

13 jobs similar to Virtual Assistant — CRM & Marketing Operations (Mortgage Industry)

Jobs ranked by similarity.

Global

  • Create social media content from client-provided materials using tools like Canva.
  • Organize and schedule content for publication on platforms such as Facebook, Instagram, and LinkedIn.
  • Support marketing tasks including basic engagement and content tracking.

20four7VA connects offshore independent contractors with clients worldwide, focusing on developed markets like the US, UK, Canada, and Australia. They offer competitive rates, weekly payments, training, and a supportive community.

Global

  • Manage leads, maintain CRM, and schedule qualified appointments for a mortgage professional.
  • Conduct professional follow-up via phone, SMS, and email, and qualify leads with a personalized approach.
  • Organize CRM pipelines, track follow-ups, and support referral outreach and administrative tasks.

20four7VA connects offshore independent contractors with clients worldwide, focusing on developed markets like the US, UK, Canada, and Australia. They offer free training, support, and a vibrant community for contractors.

$54,375–$68,875/yr
Canada

  • Ship consistent, on-brand campaigns, content, email, and social across SettLiT and Medchart on a predictable calendar.
  • Stand up and run Medchart's marketing motion, building traffic and lead baselines from the ground up.
  • Own execution end to end, freeing the Director of Marketing to focus on strategy.

Marble builds the authorization layer for protected information, enabling secure access to regulated data like health records and insurance. They are a small, revenue-generating team with real customers, focused on solving the hardest data access challenges.

Global

  • Coordinate monthly client content priorities and organize input for the fulfillment team.
  • Manage content approval workflows, follow up on revisions, and prevent production delays.
  • Maintain client records, track deliverables, and assist with monthly reporting.

20four7VA connects offshore independent contractors with clients worldwide. They offer a supportive community, constant guidance, and free training.

US Unlimited PTO

  • Follow up with new leads, schedule consultations, and collect borrower information to complete loan applications.
  • Send documentation requests and review files before submitting for pre-approval.
  • Manage the Mortgage Advisor's calendar and track lead activity in the CRM.

Better is an AI-native platform rebuilding home finance, having funded over $110B in loans and raised over $1.2B in equity capital. They operate at real scale with a focus on modernizing the mortgage industry.

$20–$25/hr
US

  • Manage the editorial calendar and publish content across blogs and social channels, including video and graphic creation.
  • Coordinate logistics for conferences, meetups, and webinars, handling bookings, materials, and follow-up.
  • Support marketing and recruiting campaigns by staging emails, building landing pages, and researching target accounts.

HumanSignal is a human data partner for companies building AI models and products. We are a small, fast-moving AI startup with a team that values autonomy, mentorship, and real ownership.

US

  • Execute day-to-day social media strategy, including content planning, creation, scheduling, and performance reporting.
  • Develop internal communications, leadership announcements, and employee engagement content.
  • Support business development through content creation for pursuits and positioning, and conduct competitive research.

Stream Realty Partners, founded in 1996, is a full-service commercial real estate services firm. The company's culture is defined by its core values: smart, honest, nice, and passionate, and it is one of the fastest-growing firms in the industry.

US

  • Execute and manage email campaigns and flows in Klaviyo, including brief, build, QA, schedule, and post-send review.
  • Design mobile-first emails in Figma and run structured A/B tests on subject lines, layout, offer, and send time.
  • Maintain deliverability hygiene, monitor inbox placement and spam rates, and build accurate client reports with exact figures.

Full Funnel Growth is a remote performance marketing agency specializing in retention marketing for high-growth eCommerce brands. The company operates as a small, AI-native pod with a 30-60-90 day ramp, structured management, and a focus on exacting standards and deliverability discipline.

Global

  • Prepare listing paperwork, enter property listings into Bright MLS, and manage transaction documents in Dotloop.
  • Coordinate prospecting schedules, organize client information, and track outstanding paperwork and follow-ups.
  • Assist with basic listing marketing materials, property descriptions, and monthly newsletter formatting.

20four7VA connects offshore independent contractors with clients worldwide to deliver remote business support services. The company offers a supportive community with free training, upskilling, and constant guidance.

$43,750–$56,250/yr
UK 5w PTO 26w maternity 26w paternity

  • Own content creation across copy, video, social, and communications for the marketing team.
  • Manage events, awards, and customer co-marketing campaigns alongside PR and thought leadership.
  • Track marketing performance and provide general support across the team.

Griffin is a fully regulated UK bank that provides banking infrastructure for product-led fintechs. The company has grown rapidly since 2024 and maintains a remote-first, high-trust culture.

$115,000–$150,000/yr
US

  • Build and deploy AI-driven workflows across content, segmentation, reporting, and lead enrichment.
  • Automate campaign reporting, post-event analysis, and performance insights.
  • Partner cross-functionally with Product, Sales, RevOps, and Marketing to connect data and systems.

Flywire is a global payments enablement and software company that delivers the world's most important and complex payments. With over 1,200 FlyMates across 12 offices and more than 40 nationalities, the company supports over 4,800 clients in education, healthcare, travel, and B2B industries.

LATAM Africa Eastern Europe

  • Design and manage end-to-end content workflows for planning, creation, and publishing across social platforms.
  • Coordinate with photographers, videographers, and editors to ensure timely and high-quality content production.
  • Maintain content calendars, asset libraries, and repurpose content for multiple platforms including Instagram and Substack.

Scale Army Careers is a recruitment firm connecting skilled professionals with entrepreneurial clients. They operate as a contractor staffing agency, emphasizing remote work and global talent acquisition.

US

  • Own HubSpot platform configuration, automation, data governance, and integration with Salesforce.
  • Design and maintain reporting dashboards for funnel health, campaign performance, and pipeline contribution.
  • Partner with cross-functional teams to translate business needs into system logic and scalable workflows.

Morning Consult is a global decision intelligence company that pairs proprietary high-frequency data with applied AI to help leaders make smarter decisions. The company has multiple office locations and fosters an inclusive culture with hybrid work options.