Mortgage Agent Assistant

At Polaris, we are looking for a results-driven and detail-oriented Mortgage Agent Assistant to join our dynamic team.

**ABOUT US:**

Polaris is a consulting agency based in Hong Kong with the mission of helping Founders and entrepreneurs to leverage time for optimal growth, energy and freedom. We are the only consulting agency that creates client transformations through a hybrid model - combining virtual assistant recruitment & management services, with business coaching around delegation, acquisition processes and scalable systems.

To date we have worked with over 300 Founders over 14 different countries, helping them surpass their most ambitious goals in business, while experiencing the time freedom they deserve.

We're currently seeking a Mortgage Agent Assistant to be the right-hand person for our client, Sai Lee, Founder of Crazy Rich Agent, supporting him in servicing mortgage agents in his consulting program.

**ROLE MISSION:**

As a Mortgage Agent Assistant, you will be the driving force behind our client's social media presence, lead generation, and operational efficiency. Your role is crucial in maintaining strong client relationships, ensuring smooth sales processes, and supporting the growth of the consulting program through effective content management and administrative excellence.

**WHO WE ARE LOOKING FOR:**

The ideal candidate is a social media-savvy, results-driven professional with strong administrative skills and deep understanding of the mortgage industry. You thrive in a fast-paced environment, excel at multitasking, and have a proven track record of driving engagement and converting leads in the real estate and mortgage sector.

**RESPONSIBILITIES & EXPECTATIONS:**

**Social Media Management**

- Execute content strategy across Facebook, Instagram, and LinkedIn platforms
- Build and engage with target audience through strategic networking
- Monitor and respond to comments and direct messages
- Create and distribute compelling content for social media and email marketing
- Track engagement metrics and optimize content performance

**Sales Support**

- Qualify incoming leads and manage follow-up processes
- Coordinate sales funnel activities and track conversion rates
- Prepare materials for sales presentations and client meetings
- Maintain accurate CRM records and update lead statuses

**Administrative Operations**

- Manage email communications and maintain inbox organization
- Schedule and coordinate client meetings and follow-ups
- Download, rename, and organize documents efficiently
- Track and report on key performance indicators
- Process and organize receipts for monthly expense reporting

**Client Fulfillment**

- Execute client onboarding processes
- Coordinate transaction progress and deadlines
- Manage post-closure follow-up activities
- Ensure client satisfaction through regular check-ins

**RESULTS (KPIs):**

- 100% on-time content publication according to calendar
- Minimize response time for audience engagement and inquiries
- Growth in social media audience size and lead generation
- Strong lead conversion rates through timely follow ups and accurate CRM management
- Maintain high client satisfactory rating through professional and timely communication
- 100% completion rate with daily reporting and performance metric tracking

**REQUIREMENTS:**

- Minimum 3 years experience working with businesses in Real Estate and Mortgage industry
- Proven track record in social media management and lead generation
- Proficiency in GoHighLevel and Hubspot CRM systems
- Expert knowledge of Facebook, Instagram, and LinkedIn algorithms and best practices
- Excellent written and verbal communication skills
- Strong organizational and time management abilities
- Experience handling sensitive client information with discretion

**WORK SCHEDULE:**

- Part-time or full-time position available
- Must be available during Eastern Time Zone business hours
- Monday to Friday schedule

**COMPENSATION & PERKS:**

- Hourly rate starting from 4 USD / hour
- Eligibility for quarterly bonuses upon hitting performance KPIs. Up to 800USD
- Pay rise potential according to experience and performance
- Opportunity to be hired for projects at higher one-off fees on top of standard salary
- Work from home privilege
- Opportunity to work with a high-performing team of Virtual Assistants

**HOW TO APPLY:**

If you feel you are a great fit for this position, submit your application by clicking on the following link:
https://michaelyeung066203.typeform.com/to/RRLM4u5L