Profile: Virtual Assistant
Salary- 4-4.5lpa
Pan India: Work from home job
About the job
Responsibilities:
- ∙Client Communication: Engage with clients via email, phone, and other communication
- channels to gather required documentation, answer queries, and provide updates on
- mortgage applications.
- ∙Document Management: Assist in the collection, organization, and verification of client
- documents, ensuring compliance with industry regulations and internal standards.
- ∙Application Processing: Help prepare mortgage application packages, submit documentation
- to lenders, and track the progress of applications throughout the approval process.
- ∙Appointment Scheduling: Coordinate and schedule appointments, meetings, and consultations
- for the mortgage broker, ensuring that calendars are up-to-date and conflicts are minimized.
- ∙Data Entry: Accurately input client information and details into our CRM and other relevant
- systems to maintain comprehensive and organized records.
- ∙Market Research: Assist in researching current mortgage rates, lender policies, and industry
- trends to support informed decision-making and client consultations.
- ∙Administrative Support: Handle administrative tasks such as drafting correspondence,
- preparing reports, and maintaining office supplies.
- ∙Follow-up: Monitor deadlines, gather missing information, and proactively follow up with
- clients, lenders, and other parties to ensure timely progress and resolution of applications.
- ∙Database Management: Maintain and update client databases, ensuring accuracy and
- confidentiality of sensitive information.
- ∙Customer Service: Provide excellent customer service by promptly responding to client
- inquiries, addressing concerns, and maintaining a positive and professional demeanor.
- ∙Organization: Keep track of pending tasks, upcoming deadlines, and prioritize workload to
- ensure optimal efficiency and productivity.
Requirements:
- ∙Proven experience as a Virtual Assistant, Administrative Assistant, or in a similar role.
- ∙Strong written and verbal communication skills.
- ∙Exceptional attention to detail and accuracy.
- ∙Proficiency in MS Office Suite (Word, Excel, PowerPoint) and virtual communication tools
- (email, video conferencing).
- ∙Familiarity with CRM systems and document management tools.
- ∙Ability to work independently and manage time effectively.
- ∙Understanding of mortgage industry terminology and processes is a plus.
- ∙Discretion and confidentiality when handling sensitive client information.
- ∙Reliable internet connection and a suitable home office setup.