- Appointment Setting (calling new leads and books them an appointment with the broker)
- Knowledge in Nexus CRM, Salesforce, Zendesk, Slack, Zoho, Trello, Clickup, Microsoft Tools, and Google Suite
- Data entry in AOL and CRM
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- Completes Cash deck for clients Living expense summary
- Funding position, Product Comparison, and Borrowing capacity
- Quickli
- Knowledgeable Microsoft Tools
- Knowledgeable Google Tools
- Administrative assistance
- Loan lodgment until settlement
- Conducts follow ups with the bank and reach out to clients for any updates
- Follow ups clients for MIRs and check/verify documents
“I have a team of 6 VA's that pretty much do everything for me”
Elishama Jiles
SEE MORE REAL RESULTSOnlinejobs.ph "ID Proof" indicates if "they are who they say they are".
It DOES NOT indicate skill level.
ID Proof scores are 0 - 99 with 99 being the best. It is calculated based on dozens of data points.
It's intended to help employers know who they're talking to is real, and not a fake identity.