Broker Portal - Data Entry

  • Status Closed
  • Budget $6 - $15 AUD / hour
  • Total Bids 42

Project Description

My Business is Involved in the finance industry sourcing loans for my clients that best suits their needs. This is aided through a Loan processing platform, which is underwritten by a Customer Relationship Management Program, known as SalesForce. From my research it is a worldwide platform used by many sales driven industries. I am looking for an assistant to data entry the customers demographic and financial details into an online system, collate and formalise applications for finance, submit application and provide constant follow up with the financier and provide regular feedback, back to myself so I may keep an eye on the process through to settlement and drawdown. It is anticipated that one client loan would involve approximately 10 to 12 hours hours over a 6 week period.

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