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Virtual Assistant - Collection and Organization of Financial Documents

Do you have experience in collecting, organizing and reviewing financial documents from consumers? If you've worked in the mortgage industry, real estate, financial services or other related field, this long-term opportunity may be a good fit for you.

We are lawyers providing debt relief for individuals in the United States. In order for clients to obtain the benefits we provide, they must provide us with various documents regarding their financial situation. Such documents will routinely include such items as proof of income, tax returns, bank account statements, credit card bills, automobile loan documents, insurance policies, and other items relating to expenses and personal property.

We're looking for a responsible and hard-working professional to work with our clients to help them obtain the documents and information we need in order to work with us.

REGULAR PROJECT RESPONSIBILITIES INCLUDE:

• Request documents and information from clients (we'll tell you what to request at the beginning, but over time you'll learn how to make those determinations on your own);

• Organize documents and information once received; and

• Interact with clients to get answers to questions that may arise in connection with those documents.

WHAT SKILLS YOU SHOULD HAVE:

• Excellent computer skills with the ability to learn new applications quickly

• Patience necessary to provide top-quality, caring customer service and support

• Outstanding organizational and time management skills

• Ability to multitask and prioritize daily workload

• Excellent written communication skills with clients who prefer informal communications

OUR CURRENT TECHNOLOGY:

We currently use a diverse range of online applications and proprietary products including

• Asana (for workflow)

• Toggl (timekeeping)

• Google Docs

• Dropbox

• Slack

Skills: Customer Service, Customer Support, Data Processing, Virtual Assistant

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About the Employer:
( 0 reviews ) New York, United States

Project ID: #15440913

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

HardWorker1989

Hello Sir/Ma'am. I have read the complete description regarding the job and I am sure that I will be able to help you out as per your requirements. I have excellent command over Verbal and Written English and I a More

$20 USD / hour
(62 Reviews)
6.8
swatsgupts123

Dear Sir, I can virtually assist you in successfully running your business by collecting financial documents from clients and reviewing them accurately as per your requirement. I am also much experienced in using var More

$24 USD / hour
(31 Reviews)
5.7
$15 USD / hour
(3 Reviews)
3.4
ePelicano

My name is Rodrigo Pelicano from Philippines. I handled different kinds of projects here on freelancer because I've been here for more than 6 years already. I am confident that I will be able to hand this position as a More

$15 USD / hour
(5 Reviews)
3.6
frwebsolutions

Hi, My name is Fedelito Recillo and I am a full-time freelancer. I see your job post and I am interested. I do believe that with my knowledge, skills and experience working on Elance/Upwork, I can do the job better More

$15 USD / hour
(2 Reviews)
3.2
WebExcelPro99

Dear Respected Buyer , Are you tired for doing your every-day's task? Don't worry you are right place here. My goal is to provide best services for my clients. I can provide quality services of: Data analyze Da More

$15 USD / hour
(3 Reviews)
3.0
Pmshah1985

Hi, I am CPA by qualification, having experience of more than 6 years in a reputed MNC as a Financial Analyst, having good knowledge in Accounting and well versed with various Accounting software. Regards Pooja shah

$15 USD / hour
(8 Reviews)
3.2
monettemejo27

I am a newbie VA but I am a quick learner and willing to be trained in any new endeavor that I am assigning to. I have great background of using Microsoft Office Applications and Google Sheets. I also have a little bit More

$15 USD / hour
(2 Reviews)
2.2
akuayueka

A proposal has not yet been provided

$27 USD / hour
(1 Review)
1.4
$22 USD / hour
(1 Review)
4.2
GustavoArriola

I have 4 Call Centers between 45 to 65 agents each providing different type of service, from sales to appointments to customer service... everything... ready to provide a better service!

$15 USD / hour
(0 Reviews)
0.0
$15 USD / hour
(0 Reviews)
0.0
santanu1979

Based on my mortgage experience I feel that I am most suitable for this job, I will be able to learn fast and also provide the job as required.

$22 USD / hour
(0 Reviews)
0.0
anaeloisasol

A proposal has not yet been provided

$22 USD / hour
(0 Reviews)
0.0
alexiusvasource

I have worked with Citigroup in the past particularly home equity loans so I am familiar with the usual documents required for processing.

$22 USD / hour
(0 Reviews)
0.0
cshamp01

I have over 25 years’ experience as an Executive Administrative Assistant and Manager in government, publishing, and professional business with a BA degree in Legal Studies. Proofing and editing books, manuals, datab More

$22 USD / hour
(0 Reviews)
0.0
jcabinasa

I am interested in your project, as advertised in Freelancer. I have gained extensive experience in the BPO industry which makes me qualified for this position. My experiences as a Customer Service Representative for b More

$15 USD / hour
(0 Reviews)
0.0
ErickDaniels85

Hello, My name is Erick and I spent the majority of the 2000´s in the real estate industry. in 2008 I decided to jump ship and further my education I finished by B.A and MBA while others where still reeling from the More

$17 USD / hour
(0 Reviews)
0.0
ashimasalaria

Hope you're well. I’m a very motivated worker and a fast learner. I noticed in your job posting that a big part of this position is interacting with people and I believe my extrovert nature will help me a lot in doing More

$16 USD / hour
(0 Reviews)
0.0
NoemiF

Hello. I worked for Ocwen LLC for over two years as home retention analyst, and also with Sabre as a customer business analyst being a direcy link bewteen travel agencies and the company. Hope you consider me for th More

$20 USD / hour
(0 Reviews)
0.0