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487046 Virtual Assistant

N/A

In Progress
Posted about 13 years ago

N/A

Paid on delivery
Seeing that this is a technical site for freelancers, it might not be the ideal post, but maybe I can be pointed in the right direction. What I am seeking is a virtual assistant to assist with my day to day operation of my mortgage business. I work for a mid-sized US bank and need a person to follow up on emails, faxes and inquiries on my behalf. The ideal candidate will have good phone skills and grammar. Typical day will consist of requesting conditions (documents) from my customers and business partners in order to help expedite the closing of mortgage loans. You will never be required to communicate with other bank employees. Example: The underwriter approves a loan with conditions, Title Insurance, Homeowners Insurance and a complete bank statement since the one that was provided was missing page 5 of 8. I would forward you details and you would communicate with the Title Company or Attorney and follow up with the status of the request, you would follow up with the borrower about the insurance and also request a new statement be sent, specifying that all pages are required. You might have to follow up with the insurance agent as well. All communication would be via email for now. I would set up an email address for your where it would appear that it is coming from me. You would be invisible to everyone I deal with. Seeing that I deal with sensitive data, I will be requesting a resume with references to award the position. The ideal person might be performing the same duties for a similar job. The position will not be enough for you to consider a full time, 40 hour position, but it will get progressively busier. The quote I am looking for is a monthly cost. I am VERY reasonable and compassionate person and will realize if you are performing more than what we originally agree upon at which point we would renegotiate. Feel free to write me and ask me any questions you may have.
Project ID: 2232956

About the project

Remote project
Active 12 yrs ago

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About the client

Flag of UNITED STATES
FL, United States
5.0
20
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Member since Oct 13, 2009

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