Virtual Assistant

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Job Title: Virtual Assistant

About the Company:

Our client is a loan origination company that focuses on helping clients with their mortgage needs.

Job Description:

Our client is looking for a Virtual Assistant to help with back-end administrative tasks. You will be trained on their proprietary systems. This role is crucial for allowing the loan originator to focus on high-volume loan origination.

You will be responsible for tracking documents, collecting missing information from clients, and ensuring appraisal payments are made. Clear communication with clients is essential.

Responsibilities of the role:

• Verify if clients have signed loan applications and disclosures.

• Follow up with clients to get missing initial documentation.

• Ensure clients receive appraisal payment links.

• Follow up until the appraisal is paid and processing can move forward.

Required Experience and Qualifications:

• C2 or C1 English level with minimal to no accent.

• Strong organizational skills.

• Reliable and detailed.

• Ability to take ownership of tasks.

• Cordial and professional phone manner.

• Availability to work during US Eastern Time hours.

Preferred Skills:

• Experience in the mortgage industry.

• General experience with CRM or call center software.

Personality:

• Polite, friendly, and appropriate in client interactions.

• Easygoing and non-judgmental phone demeanor.

• Proactive and self-organized.

• Flexible and quick to learn.

• Patient.

Software & Tools:

• Proprietary CRM software.

• Proprietary call center software.

Schedule:

Monday, Wednesday, Friday

09:00–15:30 Eastern Time

20 hours per week

Salary and Benefits:

• Payment in USD or Local Currency according to candidate's preference.

• Full-time remote opportunity.