Mortgage Lead Management & Appointment Setting Virtual Assistant
The Mortgage Lead Management & Appointment Setting Virtual Assistant will manage leads, maintain a CRM, conduct follow-ups, and schedule appointments to enhance business efficiency.
APPLICATION INSTRUCTIONS: If you’ve already completed the 20four7VA Recruiting Process—including the Final Interview—or have previously been contracted by a 20four7VA Client, please make sure to apply via the 20four7VA Team Portal for faster processing. Use any valid email address to log in.
If you’ve just logged in to the Team Portal, please proceed to review the Independent Contractor Opportunity outlined below.
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If you're interested in this opportunity, click APPLY TO POSITION to proceed.
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20four7VA is seeking offshore independent contractors to deliver remote services to clients worldwide, with a primary focus on developed markets such as the United States, the United Kingdom, Canada, and Australia.
We are looking for a Customer Service & Phone Support Virtual Assistant to support a UK-based bus transportation business serving customers for day trips, holidays, school transportation, and related services.
The VA will be responsible for answering incoming calls, following up with customers regarding quotes, communicating pricing provided by the client, documenting customer inquiries, and ensuring timely follow-up. This role is ideal for someone with excellent spoken English, strong customer service skills, and confidence handling phone-based interactions.
The objective of each engagement is to assist the client in improving business efficiency, enhancing service delivery, or supporting operational functions through high-quality, task-specific services rendered by a qualified contractor.
Contractors will be required to provide services that align with the following client tasks:
Each engagement is based on a defined scope of work and is governed by an independent contractor agreement. Services must be performed professionally, with adherence to any timelines, guidelines, and deliverables agreed upon in writing.
The Contractor must demonstrate proficiency in the following, depending on the Client’s requirements:
Preferred Qualifications
Note: The Company will make reasonable efforts to align the Assigned VA’s schedule with the Client’s preferred hours as set forth above. However, availability may vary based on time zones, capacity, and the contracted hours set in this SOW. Any changes must be mutually agreed to in writing through a revised SOW.
The Mortgage Lead Management & Appointment Setting Virtual Assistant will manage leads, maintain a CRM, conduct follow-ups, and schedule appointments to enhance business efficiency.
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