Virtual Assistant/Loan Processing Assistant

Full Time
Nov 09, 2019

Job Overview

We are looking for a dynamic, energetic person to assist our CEO and processing team with managing our overall operations and to help with setting up an appointment, processing, and management of loan pipeline.  Candidate must possess office management skills, people and organizational skills, as well as computer skills. Candidate should be able to balance multiple tasks at once and not allow things to fall through the cracks.  We are a business consulting company that specialized in helping start-up and existing businesses obtain funding.  This is a full time and long term position.

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Below is a list of typical duties and skills needed:

-Highly motivated with energy, enthusiasm, and the ability to learn quickly

- Highly organized and punctual; Self-starter with the ability to work with limited direction to get the job done

- Provide support to the management and CEO

- Assist in overseeing all aspects of the operation including overseeing back-office brokers and affiliates platform

- Assist and manage the loans pipeline

- Assist in processing loan to make the loan processing more efficient

-  Type 30+ per min

-Sending Follow Up emails out to CEO’s existing clients and prospects as needed

-Upbeat phone personality and strong attention to detail.  Must have strong phone skills.

- High-speed internet service is a must (Fiber connection is preferred) with a minimum speed of 25mpbs

-Ring Central is our phone system and you will use this

-Appointment setting

- A proactive approach to problem-solving with strong decision-making skills;

- Excellent professional English proficiency, speaking and writing;

-Proficiency with MS Office applications and must have a laptop/desk that is window 10 not MAC

- You are good with the Google Suite products (Google Slides, Docs, and Sheets);

- You are good at using PDF Pro DC version

- You are good at using Gmail email as our emails are the professional version

- You have a decent webcam + microphone for Zoom video calls when needed

-  Other duties as needed

- Must be able to work  40 hours per week and the working hours will be between 9:00 am - 6:00 pm Central.

- This is a home-based job. Applicants should have a working space at home with zero background noise.


How to apply: Please send the following documents

1. Most updated resume with a Cover letter

2. 1 min self-introduction voice recording (mp3 or wave file only) and highlight three things:

-What do we sell and who are our clients?

-What is your expected salary?

-What makes you a good fit for this role?

Skills Required

  • Data Entry
  • Email Management
  • Speaking
  • Tutoring Teaching
  • Writing
  • Customer Support
  • Phone Support
  • Real Estate Services
  • Personal Assistant

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