Virtual Assistant for a Mortgage Company

We are seeking a Virtual Administrative Assistant. Must be extremely organized, possess good people skills, a pleasant phone manner, extremely computer literate. Willing to work Eastern Time zone.

Duties include answering phones, collecting documents, filing, sorting, data entry, database management, scheduling, and coordinating appointments.

Audit and take care of the compliances once mortgage funded

Register New Agents in our internal Systems as well as FSRA

Organize and Archive all contacts and documents of the Hiring process

Manage Social media

Manage outsourcers

Working closely with new hires on their Business plans

Track and coordinate all inbound leads from websites, social media and other online sources

Manage all agent financial systems, creation of business operations manual, as well as involvement in future administrative hires and training.

Provide superior customer service and follow-up with excellent phone and in-person mannerisms and professionalism

Regularly update and proactively communicate with all parties, including sellers, clients, agents, title officer, lender, etc

Take inbound leads, online, by phone, or in person

Convert the leads to closed mortgage applications

Ensure a smooth mortgage application process for clients

Provide insight and feedback to management to continuously improve the customer experience

Coordinate social media

Create Monthly newsletters

Manage CRM Infusionsoft

Client Follow up

Lead Follow up

Agent onboarding

Appointment confirmation

Data entry

Thank you cards

Blog posting

Photo and Video editing would be an asset

Amazon Experience would be an asset


· Ability to multitask with a high level of organization and attention to detail.

· Excellent data entry and computer skills are essential.

· Professionalism and respect of confidentiality is essential.

· Knowledge of web forms is an asset.

· Experience using Google Suite products (Mail, Calendar, Drive) and Microsoft Office products is an asset.

· Self-motivated

· Analytical: You can break down complex information for our clients

· Resourceful: You may not have all the answers, but you know how to get them

· Proactive: You are never idle and love being busy

· Positive attitude: We have a great culture and want to preserve it.

You will be required to give a video interview. So please have a camera available.

We ask that ALL applicants fill out this pre application form by copying and pasting this link to be considered for the posting as well as message us on the site. [login to view URL]

Kemahiran: Pembantu Maya, Sokongan Pelanggan, Pemasukan Data, Khidmat Pelanggan, Pemprosesan Data

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Tentang Majikan:
( 9 ulasan ) Mississauga, Canada

ID Projek: #31021185

47 pekerja bebas membida secara purata $9/jam untuk pekerjaan ini


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(16 Ulasan)

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(12 Ulasan)
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(5 Ulasan)
(3 Ulasan)

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(10 Ulasan)

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$4 USD / jam
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$5 USD / jam
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(1 Ulasan)

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(2 Ulasan)

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$6 USD / jam
(0 Ulasan)

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