31 jul
|
LendiHome
|
México
**Document Hunter | Virtual Assistant**
Growing mortgage brokerage is looking for bilingual English/Spanish individuals with strong speaking/writing skills to be part of our family-oriented team. We are looking for a tech-savvy, detailed oriented, checklists/systems lover, caring individual that enjoys helping people and wants to see our clients succeed in becoming homeowners.
**Compensation**:
$3 - $5 hourly
**Responsibilities**:
- Take inbound calls with the utmost professionalism and phone etiquette
- Data enter clients into CRM (Salesforce), Google Contacts & Online Portal (Floify)
- Archive received documents in a pre-established/strict format into Dropbox
- Convert documents received in JPG or other image format documents to PDF format using Adobe Pro
- Update the need list in Salesforce and manually synchronize it with our online portal (Floify)
- Work on other data entry projects as required
**Qualifications**:
- 2+ years of customer service experience
- Updated resume with employment dates
- Detailed-oriented individual
- Must love to follow pre-established checklists and processes
- Caring individual that would love to see our clients realize the dream of homeownership
- Team players but also able to work independently with mínimal supervision
- Must be able to follow pre-established checklists and procedures
- Self-motivated
- Ability to multitask and prioritize projects
- Knowledge of CRM (SalesForce, a plus)
- Strong knowledge of MS Outlook / Word
- Strong knowledge of Adobe Pro
- Knowledge Google Calendar
- Strong knowledge or expert with Excel
- Familiar with Slack
- Familiar with DropBox
**PC / Internet Specs**
- CPU: At least i5, i7 preferred
- RAM: 8+
- Main Boot: Solid State Drive (SSD)
- Operating System: Windows 10+
- Webcam
- Internet speed of minimum 5 Mbps
**Schedule**:
9:00 AM to 5:00 PM PST
**We offer**:
- Full-time (40 hrs per week)
- Paid time off; Holiday & Vacation
- Opportunities for career advancement and skill development
- Be treated like family
**About Company**
We are a growing mortgage brokerage with a passion to empower our community with the right home-buying education and products. Our philosophy is, where there is a will, there is a way. We love to provide our clients with practical solutions to their qualifying stepping stones and to provide them with the most customer experience.
Find our review by searching LendiHome, Inc
📌 Administrative Assistant (México)
🏢 LendiHome
📍 México