CPT-9869 Mortgage Marketing & Client Experience VA

The client seeks an experienced, creative, and organized Marketing & Client Experience Virtual Assistant with a strong background in mortgage or real estate marketing. The role blends marketing execution, client relationship support, and presentation assistance, managing co-branded materials, PowerPoint decks, gift logistics, review requests, and content posting.

Requirements

• 2–5 years of experience in mortgage or real estate marketing required
• Proficiency in PowerPoint, Canva, and marketing collateral creation
• Strong communication and writing skills with client-facing professionalism
• Experience handling sensitive client data — confidentiality and compliance awareness required
• Organized, proactive, and able to manage multiple projects simultaneously
• Experience with social media posting, brand consistency, and content creation
• Familiarity with BombBomb, Homebot, ListReports, MBS Highway, and Keeping Current Matters is a plus
• Experience with review platforms such as Experience.com, Zillow, Google Business, and Redfin OpenBook is a plus

Benefits

• 20four7VA-issued email address
• Access to 20four7VA Team Portal
• Training and proposed workflow cadences
• Microsoft PowerPoint (advanced proficiency)
• Canva, Adobe Express, or similar (advanced proficiency)
• Slack and Microsoft Teams
• BombBomb (video email) or similar
• Experience.com or similar review platforms
• Google Workspace / Microsoft 365 (Docs, Sheets, Drive)
• Social Media Platforms: LinkedIn, Instagram, Facebook, YouTube