Virtual Assistant

Closed Posted 5 years ago Paid on delivery
Closed

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

Accounting Customer Support Data Entry Excel Virtual Assistant

Project ID: #16576954

About the project

27 proposals Remote project Active 5 years ago

27 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
(68 Reviews)
6.7
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
(37 Reviews)
6.7
optimuzz

Greetings. I am Riyad from Bangladesh. I have over 4 years of telemarketing and virtual assistant experience working in projects from US, UK, Canada and Australia. And over the years I have worked in telemarketing, app More

$15 USD / hour
(5 Reviews)
4.8
LeahAnson

I am an organized, experienced professional with more than fifteen years of experience. I have held titles such as Publishing Assistant, Administrative Assistant, Office Administrator, Insurance Administrator, and Gra More

$22 USD / hour
(11 Reviews)
4.2
drai99280

A proposal has not yet been provided

$15 USD / hour
(2 Reviews)
2.5
romi2121

A proposal has not yet been provided

$16 USD / hour
(0 Reviews)
0.0
jude0819

A proposal has not yet been provided

$16 USD / hour
(0 Reviews)
0.0
DeniAndreas13

A proposal has not yet been provided

$17 USD / hour
(0 Reviews)
0.0
erikayanmary9

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

$16 USD / hour
(0 Reviews)
0.0
neilryandumr

A proposal has not yet been provided

$15 USD / hour
(0 Reviews)
0.0
jenniferzapa

Dear Hiring Manager, I'm a motivated Virtual Assistant. I became interested in your post and would like to help you with all your admin needs. I have a proven record managing email, sorting out correspondence, working More

$18 USD / hour
(0 Reviews)
0.0
larletteangelar

Because I know I can contribute to you and help you. I've been an Administrative Lead for a work NGO Company for 3 yrs. That is why I'm capable.

$16 USD / hour
(0 Reviews)
0.0
tatianaangulo

Responsable Relevant Skills and Experience Amplia experiencia

$22 USD / hour
(0 Reviews)
0.0
yourvirtualworld

I believe that my more than 8 years of experience in the outsourcing industry doing project management and customer support as well as from an international IT company like SUN Microsystems would be of enormous benefit More

$22 USD / hour
(0 Reviews)
0.0
sanjolalit

A proposal has not yet been provided

$22 USD / hour
(0 Reviews)
0.0
Alexya7

A proposal has not yet been provided

$17 USD / hour
(0 Reviews)
0.0
amber12345

Gaia is a California headquartered business and knowledge outsourcing firm that has delivered innovative, quality driven customer service solutions across various industries for the past 16 years. Making use of the mos More

$22 USD / hour
(0 Reviews)
0.0
claricepalomo

Hi, Let me help you. I already worked with Australian real estate property management as virtual assistant. Worked in real estate appraisal for just a few months doing some data entry for the aci report. Did some craig More

$22 USD / hour
(0 Reviews)
0.0
ikechiemmanuel

A proposal has not yet been provided

$24 USD / hour
(0 Reviews)
0.0
kris2406

A proposal has not yet been provided

$15 USD / hour
(0 Reviews)
0.0