Executive Assistant & Social Media Lead Generation Coordinator

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TYPE OF WORK

Full Time

SALARY

$800-$1000

HOURS PER WEEK

40

DATE UPDATED

Aug 21, 2026

JOB OVERVIEW

Company: IAI Mortgage LLC
Location: Remote – Philippines
Position: Full-Time, Long-Term
Schedule: Monday–Friday, with working-hour overlap with U.S. Central Time
Compensation: $800–$1,000 USD/month, depending on experience

About the Role

IAI Mortgage LLC is a growing U.S.-based mortgage brokerage looking for a proactive and highly organized Executive Assistant & Social Media Lead Generation Coordinator.

This is not simply an administrative or social media posting position.

Your primary goal will be to help the business owner stay organized while using social media, especially LinkedIn and Instagram, to build relationships and generate qualified mortgage leads and referral partnerships.

Our target audiences include:

Individuals and potential homebuyers
Real Estate Agents
Real Estate Brokerage Owners
Builders
Real Estate Investors
Other potential referral partners

We are looking for someone who understands that social media should generate conversations, relationships, appointments, and ultimately business — not just likes and followers.

Key Responsibilities
Social Media & Lead Generation
Manage and maintain our LinkedIn, Facebook, TikTok and Instagram presence.
Make LinkedIn a primary platform for B2B relationship building and lead generation.
Research and identify Realtors, brokerage owners, builders, investors, and other potential referral partners.
Build targeted prospect lists.
Send personalized LinkedIn connection requests and approved outreach messages.
Engage with target prospects' content before and after connecting.
Track new connections and conversations.
Conduct appropriate follow-up with prospects.
Help schedule calls and meetings with interested prospects.
Maintain lead-generation activities and results in our CRM.
Help develop strategies to convert social media activity into actual appointments and opportunities.
Content & Social Media Management
Create and maintain a weekly social media content calendar.
Draft educational and engaging mortgage-related posts.
Create simple professional graphics using Canva.
Repurpose existing content across LinkedIn, Facebook, and Instagram.
Schedule approved posts.
Edit short-form videos using CapCut or similar software.
Monitor comments and messages and flag potential leads.
Track basic social media performance.
Identify which content is producing engagement, conversations, and leads.

The business owner will remain the primary voice and face of the brand. Your role is to help turn ideas, knowledge, and existing materials into consistent content and execute the strategy.

CRM & Relationship Management
Maintain accurate CRM records.
Add new leads and referral partners.
Categorize contacts such as Realtors, brokerage owners, builders, investors, borrowers, and past clients.
Track the last contact and next follow-up date.
Create follow-up tasks and reminders.
Maintain clean and organized prospect databases.
Track where leads originated.
Prepare weekly lead-generation reports.
Executive Assistant Support
Manage calendar and appointments.
Schedule meetings.
Organize and prioritize administrative tasks.
Assist with email organization and follow-ups.
Maintain task lists and deadlines.
Conduct online research.
Prepare simple reports and spreadsheets.
Assist with business projects as needed.
Help document processes and create SOPs.

What We Are Looking For

You should be:
Highly organized
Proactive
Resourceful
Dependable
Detail-oriented
Comfortable working independently
Excellent at written English
Professional in communication
Comfortable learning new software
Comfortable working with goals and measurable targets

Most importantly, we want someone who takes initiative.

We do not want an assistant who needs to be told every small task every day. We want someone who can understand the goal, organize the work, follow through, and bring ideas to the table.

Required Experience
At least 2 years of experience as an Executive Assistant, Virtual Assistant, Social Media Manager, Lead Generation Specialist, or similar role.
Strong LinkedIn experience.
Experience with social media management.
Experience conducting online prospect research.
Strong written English.
Experience using spreadsheets and CRM systems.
Experience with Canva.
Strong organizational skills.
Preferred Experience

Experience with any of the following is a plus:

LinkedIn lead generation
GoHighLevel or another CRM
Mailchimp or email marketing platforms
Canva
CapCut
ChatGPT and AI productivity tools
Google Workspace
Microsoft Office
Real estate
Mortgage lending
Financial services

Mortgage experience is helpful but not required. We can teach the right candidate our business.

How Performance Will Be Measured

This is important: We are not hiring someone simply to post on social media.

Performance will include measurable activities such as:

Consistency of social media content
Targeted LinkedIn connections made
Qualified prospects identified
Conversations started
Follow-ups completed
Referral partner meetings generated
Potential borrower leads generated
CRM accuracy
Completion of assigned administrative tasks

Quality is more important than simply sending a large number of messages.

What Success Looks Like

Within the first 90 days, the successful candidate should be able to:

Maintain an organized social media calendar.
Keep our LinkedIn presence consistently active.
Build targeted Realtor, broker, builder, and potential borrower prospect lists.
Conduct daily LinkedIn relationship-building activities.
Maintain accurate prospect information in the CRM.
Ensure important leads and relationships receive consistent follow-up.
Help generate qualified conversations and appointments from social media.
Keep the business owner organized and focused on high-value activities.

How to Apply

Please provide:

Your resume.
A 1–2 minute video introducing yourself.
A brief explanation of your LinkedIn lead-generation experience.
Examples of social media accounts or content you have managed, if available.
A description of how you would use LinkedIn to generate Realtor and builder relationships for a mortgage company.
The CRM and social media tools you have used.
Your expected monthly salary in USD.
Your availability to work hours overlapping with U.S. Central Time.
Your internet speed test result.

Important: Start your application with the words:

"Relationships create opportunities."

Applications that do not follow this instruction may not be considered.

Why Join Us?

This is intended to be a long-term position, not a short-term freelance project.

As the company grows, there will be opportunities for increased responsibilities, compensation, bonuses, and career growth.

We are looking for someone who wants to grow with the business and become an important part of our team.

SKILL REQUIREMENT
Mailchimp LinkedIn Marketing Market Research
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