*document hunter | virtual assistant*
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.
*compensation*:
$3 - $5 hourly
*responsibilities*:
- take inbound calls with the utmost professionalism and phone etiquette
- data enter clients into crm (salesforce), google contacts & online portal (floify)
- 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)
- work on other data entry projects as required
*qualifications*:
- 2+ years of customer service experience
- updated resume with employment dates
- detailed-oriented individual
- must love to follow pre-established checklists and processes
- caring individual that would love to see our clients realize the dream of homeownership
- team players but also able to work independently with mínimal supervision
- must be able to follow pre-established checklists and procedures
- self-motivated
- 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+
- webcam
- internet speed of minimum 5 mbps
*schedule*:
9:00 am to 5:00 pm pst
*we offer*:
- full-time (40 hrs per week)
- paid time off; holiday & vacation
- opportunities for career advancement and skill development
- be treated like family
*about company*
we are a growing mortgage brokerage with a passion to empower our community with the right home-buying education and products. Our philosophy is, where there is a will, there is a way. We love to provide our clients with practical solutions to their qualifying stepping stones and to provide them with the most customer experience.
Find our review by searching lendihome, inc