• Manage and maintain CRM systems to ensure accurate and up-to-date client and lead information • Track pipelines and monitor deal progress across real estate and mortgage transactions • Handle client follow-ups to maintain consistent and professional communication • Perform accurate data entry and maintain organized records • Prepare and organize compliance-friendly documentation related to real estate and mortgage processes • Support transaction coordination activities from intake through closing • Communicate with borrowers to gather information and provide status updates • Assist with workflow optimization to improve operational efficiency • Collaborate daily with the lead-generation VA to ensure leads are processed correctly and on time • Align marketing and lead-generation efforts with operational requirements