About the Role

We are looking for a proactive, organized, and detail-oriented

Bilingual Executive Assistant to support a busy mortgage and real estate professional. This role goes beyond administrative tasks, serving as a trusted partner responsible for managing communications, calendars, CRM activities, and client interactions while ensuring daily operations run smoothly.

Key Responsibilities

- Manage a high-volume Microsoft Outlook/Exchange inbox.

- Organize emails using rules, folders, categories, and priority systems.

- Coordinate calendars, meetings, and appointments.

- Draft professional client and business communications.

- Maintain and update Salesforce or Go High Level CRM records.

- Track follow-ups, notes, and pipeline activity.

- Communicate with clients in English and Spanish.

- Follow SOPs and provide daily status updates.

- Identify issues proactively and recommend solutions.

Required Qualifications

- Professional fluency in English and Spanish.

- Strong experience with Microsoft Outlook & Exchange.





- Experience using Salesforce, Go High Level, or similar CRM platforms.

- Background in mortgage, lending, or real estate.

- Excellent organizational and communication skills.

- Ability to work independently and take initiative.

- Availability during U.S.

Eastern

Time business hours.

Preferred Experience

- Loan Officer Assistant experience.

- Mortgage industry background.

- Transaction Coordinator experience.

- Real estate operations experience.

- Experience working with SOPs and structured workflows.

What We're Looking For The idóneo candidate is highly skilled in

Outlook and calendar management

, takes ownership of their work

, anticipates needs, solves problems proactively, and keeps projects moving without constant supervision.

- Ready to become the trusted right hand of a growing mortgage and real estate business? Apply today!

📌 Executive Assistant (Ciudad de México)
🏢 SOLVO GLOBAL
📍 Ciudad de México