Cold Calling Virtual Assistant

You will also conduct outreach to real estate agents to build a steady and reliable referral pipeline. The ideal candidate is a strong communicator who is comfortable on the phone, knows how to qualify prospects effectively, and can speak confidently about mortgage products.

Key Responsibilities:

• Call potential borrowers from provided lead lists to identify opportunities for refinances, equity loans, cash-out options, and other mortgage products
• Qualify borrowers based on their individual needs and financial situation before scheduling appointments
• Set and confirm qualified appointments for the loan originator to close
• Conduct outreach to real estate agents to initiate discovery conversations and build a consistent referral pipeline
• Follow the provided compliance script accurately, including required recording-consent disclosures
• Log all calls, outcomes, and confirmed appointments accurately within the CRM (HubSpot)
• Track lead status and keep all records organized and consistently up to date
• Maintain professional and reliable communication with all contacts throughout the outreach process

Mandatory Skills:

• Proven experience in cold calling and appointment setting
• Hands-on experience using VOIP-based dialing systems
• Comfortable following a compliance script including call recording consent disclosures
• Demonstrated ability to qualify leads and book appointments effectively
• Experience working within a CRM to log calls and track activity — HubSpot experience is a plus
• Strong spoken and written English communication skills
• Reliable, detail-oriented, and capable of working independently

Preferred Skills:

• Prior experience cold calling within the mortgage or financial services industry
• Familiarity with refinance scenarios and mortgage product types
• Specific experience with HubSpot CRM
• Previous experience conducting outreach to real estate agents or B2B referral partners
• Ability to manage two distinct outreach workflows simultaneously on a daily basis

If you are a confident communicator who thrives on the phone, we would love to hear from you.