Experience Enthusiastic Virtual Assistant

**Excited** Experienced Virtual Assistant Needed for Mortgage Broker/Insurance Broker

General Office Support:
Are you an experienced virtual assistant ready to provide proactive and comprehensive general office support to streamline operations and enhance communication with mortgage lenders, clients, real estate agents, and loan processors? We’re seeking someone skilled at assisting lenders, managing communication with management and underwriters, and ensuring seamless coordination throughout the mortgage loan process.

Client Support:
Delivering exceptional customer service, timely communication, and unwavering client reliability is paramount. As a virtual assistant, you’ll play a pivotal role in meeting and exceeding client expectations.

Responsibilities Include:
– Administration of retainage/escrow accounts
– Preparation of agreements and new account documents
– Organization of receipts and disbursement requests
– Calendar management for optimal scheduling efficiency
– Handling emails, phone calls, and travel arrangements
– Scheduling appointments and tracking meetings
– Conducting cold calls to generate leads
– Creating engaging content for social media platforms
– Conducting online research to gather vital business information
– Preparation of presentations as per instructions

Advertising, Data Entry, and Marketing:
Effectively managing social media accounts, handling data entry tasks, and executing professional marketing strategies are crucial for business growth. Your expertise in these areas will be instrumental in expanding our reach and enhancing brand visibility.

Requirements:
– High school diploma or GED; Bachelor’s degree preferred
– Over three years of experience as a Virtual Assistant
– Familiarity with workplace technologies and software
– Proficiency in spreadsheet and word-processing programs
– Exceptional multitasking, time management, and organizational skills
– Ability to work independently with minimal supervision
– Access to a PC and reliable Internet connection

Additional Responsibilities:
– Managing mortgage and insurance applications from start to finish
– Conducting research on mortgage and insurance products and regulations
– Handling client communication via email and phone
– Maintaining client and business records
– Coordinating calendars for brokers and assisting with marketing activities
– Providing exceptional customer service and assisting with administrative tasks
– Managing and updating the company website and social media accounts
– Analyzing data to inform business decisions and coordinating with external partners
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Requirements:
– Proven experience as a Virtual Assistant, preferably in mortgage or insurance
– Strong communication and interpersonal skills
– Excellent organizational and time-management abilities
– Knowledge of mortgage and insurance products and regulations
– Proficiency in Microsoft Office, Google Suite, and project management software
– Ability to work independently and manage multiple tasks
– Experience with website design, social media management, and digital marketing
– Familiarity with CRM software
– High-speed internet connection and reliable computer equipment
– Availability during Eastern Time Zone business hours

We offer competitive compensation, flexible work hours, and the opportunity to join a growing business in the mortgage and insurance industry. To apply, please submit your resume and a brief cover letter highlighting your qualifications and experience. We’re excited to hear from you!

PB BANKERS