We are looking for VA for mortgage broker:

 

Key Responsibilities:

  • Manage and schedule appointments, ensuring efficient time management.
  • Handle client inquiries via email and phone, providing prompt and accurate responses.
  • Assist in preparing and managing documents related to mortgage applications and transactions.
  • Perform data entry and maintain up-to-date client records in our CRM system.
  • Support the marketing team in executing campaigns and managing social media accounts.
  • Conduct research on market trends, lending rates, and mortgage products.
  • Coordinate with lenders, real estate agents, and other stakeholders to facilitate smooth transactions.
  • Assist in managing email correspondence, ensuring that all communications are organized and accessible.
  • Perform administrative tasks as needed to support the team and enhance operational efficiency.

 

Requirements:

  • Proven experience as a Virtual Assistant, Administrative Assistant, or similar role, preferably in the financial services or real estate industry.
  • Excellent communication skills, both verbal and written, with the ability to interact professionally with clients and team members.
  • Strong organizational skills and the ability to multitask effectively.
  • Proficiency in Microsoft Office applications, CRM software, and the ability to quickly learn new tools and technologies.
  • Familiarity with the mortgage industry and basic financial concepts is preferred.
  • A self-starter with a proactive approach to problem-solving and the ability to work independently.
  • Attention to detail and a commitment to accuracy.

Please message CV and schedule for an interview.

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