Virtual Assistant (Loan Support Specialist)

Job Title: Virtual Assistant (Loan Support Specialist)

Job ID: 10002

Salary: TBD

Date Job Posted: 12/15/2024

Job Description:

We are seeking a detail-oriented and proactive Virtual Assistant to join our team. The ideal candidate will have excellent verbal and written English communication skills and a knack for managing multiple tasks with efficiency. This role supports sales, compliance, administrative, and accounting functions, ensuring seamless operations.

Key Responsibilities:

• Contact existing customers to invite them to apply online or visit branches and engage with pre-qualified or inactive customers.

• Review loan agreements, verify required documents, and support customers with insurance claim filing.

• Perform data entry, update CRM records, and process customer-related paperwork.

• Handle accounts payable tasks, process invoices, and manage payroll responsibilities.

• Post payments and maintain accurate customer and financial records.

Qualifications:

• Strong verbal and written English communication skills.

• Prior experience in sales, administrative support, or accounting tasks is a plus.

• Proficiency in using CRM and accounting software.

• High attention to detail and strong organizational skills.

• Ability to work independently and handle confidential information.