VA for mortgage broker

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.