Closed

Virtual Assistant

High School Education or Some College.

Job Description – Virtual Assistant for Home Inspection and Mortgage Lending in Renovation Consulting Service

Process Draws for Homeowners for purchases and refinances. (Number 1 Priority)

Process change requests for Homeowners for purchases and refinances. (Number 1 Priority)

Schedule/Create calendar events for 203k and HomeStyle inspections. (Number 1 Priority)

Track new, closed and ongoing 203k’s in Excel. (Number 1 Priority)

Give high producing Realtors and Lenders top attention. (Number 1 Priority)

Send invoices when required for consulting fees when needed.

Coordinate inspections and issues with other administrative assistants. There will be clients who will insist on working with me directly even though I have two virtual assistant. (Number 1 Priority)

Americas Calls Center in the mid west.

You

Monitor communications on three accounts. Track introductions and work orders for new 203k’s, home inspections. Home inspections are generally handled by call center. Respond to emails, letting clients know it was addressed or it was received. A simple response of okay may suffice. (Number 1 Priority)

I will create your own email at some point.

Look for conflicts as far as travel time in calendar. (Number 1 Priority)

Keep statistics on deals from what lender.

Check to see if one of the handful of inspectors we work with, if they are in the area, maybe they are better suited for a draw inspection

Create time sheets so I can get paid from my sub contractor work.

Monitor docusign account for completed draws.

Send out draws to be signed using docusign.

This position is not initially customer facing. Since you are virtual not sure how to do this. ACC receives my phone calls when I don’t answer through call forwarding.

Draws need to be process in a timely basely. I will train you to process draws. I will be doing all of above when you’re not available, sick, vacation or personal matters.

Write directed letters by email using the 203k software to move transactions along.

Intermediate skill level general google internet techologies including MS Office

This is just some of the tasks involved. This list could grow some because it’s a small business.

Job Type: Part-time

Required education: High school

Skills: Accounting, Customer Support, Data Entry, Excel, Virtual Assistant

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About the Employer:
( 0 reviews ) United States

Project ID: #16576954

29 freelancers are bidding on average $18/hour for this job

Diliphero

Greetings, I am professionally qualified Accountant from Sri Lanka with A degree in Management & Finance. I am a QuickBooks Pro-Advisor. I have 17 years of experience in Audit, Accountancy, Direct and Indirect taxes More

$20 USD / hour
(41 Reviews)
5.9
khudammunir

Hi I would like to bid for this project. I posses Data Analytics, Research, Accountancy, Administration, Banking, Financial/Business Analysis & Reporting and Content Writing experience with Advance MS Excel Dashboards, More

$20 USD / hour
(15 Reviews)
4.1
optimuzz

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4.2
bpo0995

After reviewing job details I believe I'm the best fit for this position. I have a great experience of handling customer service duties and have worked in this industry for over ten years. I am fast learner and love to More

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2.6
drai99280

A proposal has not yet been provided

$15 USD / hour
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2.6
erikayanmary9

I have some experience and I work really good with excel and office.

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0.0
bindupathak15

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fahadaleem2626

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biswadeepdatta

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jackcabantog

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0.0
kris2406

A proposal has not yet been provided

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ikechiemmanuel

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claricepalomo

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amber12345

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Alexya7

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0.0