Virtual Assistant - Mortgage Support Assistant

Virtual Assistant - Mortgage Industry

Location :Makati, Philippines | Hybrid – 3 Days Onsite / 2 Days WFH

Schedule: 11:00 PM – 8:00 AM | Full-Time

Agile Tech Ops Inc.

Agile Tech Ops is a growing technology company that partners with U.S.-based businesses to provide innovative software and business solutions. We value collaboration, continuous learning, accountability, and professional growth.

About the Role

We are looking for a Mortgage Virtual Assistant – Loan Support Assistant to support a U.S.-based Loan Officer with mortgage lead management, lead qualification, appointment setting, pipeline organization, and administrative tasks.

The ideal candidate has experience in the U.S. mortgage industry and is comfortable working with mortgage leads, CRM platforms, scripts, and prospective borrowers. Experience with MMI, Bonzo, Reter, or similar platforms is a strong advantage.

Key Responsibilities

• Manage and organize mortgage leads using CRM and lead management platforms
• Review and scrub leads by following established scripts and qualifying questions
• Contact and qualify prospective leads and determine appropriate next steps
• Schedule appointments with Loan Officers based on lead availability and qualification
• Coordinate live transfers for qualified mortgage leads
• Maintain and organize the Loan Officer's lead pipeline
• Keep lead, appointment, and customer information accurate and updated
• Provide general administrative and office support
• Assist with recruitment-related tasks when needed
• Follow established processes, scripts, and confidentiality requirements

Qualifications

• Previous U.S. mortgage industry experience is highly preferred
• Experience with MMI, Bonzo, Reter, or similar mortgage CRM/lead management platforms
• Excellent spoken and written English communication skills
• Comfortable reading and following scripts during calls
• Strong interpersonal and customer service skills
• Organized, detail-oriented, and able to manage multiple leads and appointments
• Experience in lead qualification, appointment setting, telemarketing, or customer support is an advantage
• Able to work independently and handle confidential information with professionalism and integrity

Why work with Agile?

• Work with U.S.-based clients and global teams
• Gain valuable experience in the U.S. mortgage and technology industries
• Hybrid work arrangement
• Collaborative and fast-paced startup environment
• Opportunities for professional growth and continuous learning



Salary: Competitive

Job Type: Full-time

Benefits:

• Health insurance
• Life insurance
• Pay raise

Schedule:

• 8 hour shift
• Monday to Friday

Ready to Build the Future With Us?

• Send your resume to ••••@agiletechops.com and start your application today!