Virtual Assistant - Financial Assistant

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Requirements:

• Exceptional communication and customer support skills.
• Confidence in handling high-pressure situations and distressed clients.
• Detail-oriented and organized, able to manage multiple responsibilities.
• Proactive and goal-oriented mindset with a desire to learn.
• Proficiency in Google Sheets for tracking and data management.
• Financial literacy and familiarity with lending and credit services.
• Experience in financial services, including lending, mortgages, or banking.
• Background in accounting or as a CPA is a plus.

Responsibilities:

• Develop strategic plans for submitting credit applications, identifying optimal banks and lenders.
• Assist clients via Zoom calls during application submissions, ensuring they understand the process.
• Navigate credit dynamics and provide guidance to achieve successful funding.
• Manage client fulfillment professionally in complex situations.
• Communicate effectively with business bankers to support client applications.
• Track all applications and related data in Google Sheets.
• Analyze credit products and make decisions to maximize funding opportunities.
• Adapt to changing circumstances and guide clients towards solutions.