Virtual Assistant
New
V
Virtual CoworkerFinancial Services
United StatesFull-Time
Salary not disclosed
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Job Details
- Required Skills
- Customer serviceLead GenerationGoogle Workspace
Requirements
- Experience in loan brokerage or mortgage administrative support.
- Proficiency with CRM software, specifically Go High Level.
- Experience using PropStream and LoanBase for lead generation.
- Proficiency in Google Workspace for email and document management.
- Ability to manage inbound customer calls using phone systems like Alo.
Responsibilities
- Answer and manage inbound calls via Alo phone system.
- Update and maintain CRM (Go High Level) with prospective lead information.
- Research and pull leads from PropStream and potentially LoanBase.
- Manage emails through Google Workspace.
- Provide social media and email outreach support as needed.
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