Evaluating bids

Document Hunter & Virtual Assistant

Published on the November 30, 2022 in Admin Support

About this project


Growing mortgage brokerage is looking for bilingual English/Spanish individuals with strong speaking/writing skills to be part of our family-oriented team. We are looking for a tech-savvy, detailed oriented, checklists/systems lover, caring individual that enjoys helping people and wants to see our clients succeed in becoming homeowners.

We offer:

Full-time (30 hrs per week)
Paid time off: Holiday & Vacation
Opportunities for career advancement and skill development
Be treated like family

2+ years of customer service experience
Updated resume with employment dates
Must take DISC Personality Test -> https://lendihome.com/DISC-LOs
(take all 3 tests before the interview, no exceptions!)

Video or Audio recording of you stating why you think you are a good fit for this position
Detailed-oriented individual
Must love to follow pre-established checklists and processes
A caring individual that would love to see our clients realize the dream of homeownership
Team players but also able to work independently with minimal supervision
Must be able to follow pre-established checklists and procedures
Ability to multitask and prioritize projects
Knowledge of CRM (SalesForce, a plus)
Strong knowledge of MS Outlook / Word
Strong knowledge of Adobe Pro
Knowledge Google Calendar
Strong knowledge or expert with Excel
Familiar with Slack
Familiar with DropBox
PC / Internet Specs

CPU: At least i5, i7 preferred
RAM: 8+
Main Boot: Solid State Drive (SSD)
Operating System: Windows 10+
Internet speed of minimum 5 Mbps
Job Description

* Take inbound calls with the utmost professionalism and phone etiquette

Data enter clients into CRM (Salesforce), Google Contacts & Online Portal (Floify)
Reach out to clients via Phone / Email & Text to follow up regarding their pending need list to complete a mortgage application
Archive received documents in a pre-established/strict format into Dropbox
Convert documents received in jpg or other image format documents to pdf format using adobe pro
update the need list in salesforce and manually synchronize it with our online portal (floify)
flawlessly data enter a mortgage application in our crm & loan origination system (los) based on documentation received and reach out to clients for additional information.
Work on other data entry projects as required

9:00AM to 4:00PM PST

Application Process:

Take all 3 tests that compose the DISC personality test at https://lendihome.com/DISC-LOs
Send us copy of resume and DISC report
Send us copy of Video / Audio recording telling us why we should hire you
Be available for zoom interview between 2:00PM to 4:30PM PST

Category Admin Support
Subcategory Virtual Assistant
Project size Large
Is this a project or a position? Project
Required availability Full time

Project duration More than 6 months

Skills needed

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