My goal is to help you move your business forward to success by providing virtual assistance or admin support TO FREE UP YOUR VALUABLE TIME, so you can focus more on your business and will have more time to cultivate new ideas and opportunities for your business!Some of the work loads I can help you with are:* Accurate Data Entry to CRM* Customer Service by phone, chat, and/or email* Loan Processing from sending Hello Pack to Lodging applications in ApplyOnline* Ordering Valuations and Pricing* Post-settlement tasks (Rate Reviews, Compliance, Loan anniversary tasks)* Research and Data Scraping* Email and Calendar Management* Audio and Video English Transcription* Social Media Creation/Management/Engagement* File Hygiene/Documents Management* Other back office or admin tasks you may need assistance with! :)I am quick to learn and resourceful so you can also train me for other tasks you urgently need help with. Just send me a message π
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Mortgage Broker Virtual AssistantN/A Jun 2022 - PresentAssisted mortgage brokers with loan processing with the following:* Data Entry into CRMs* Assessing and maintaining documents according to file hygiene procedures* Ordering Valuations and Pricing requests* Following up with customers, banks/lenders/BDM, conveyancers/solicitors, builders for any MIRs and to make sure applications are progressing according to expected SLAs.* Email and Calendar management* Other time-consuming tasks
Frequently Asked Questions about Dee Rose - Mortgage Broker Assistant / General Virtual Assistant / Customer Support
What company does Dee Rose - Mortgage Broker Assistant / General Virtual Assistant / Customer Support work for?
Dee Rose - Mortgage Broker Assistant / General Virtual Assistant / Customer Support works for N/a
What is Dee Rose - Mortgage Broker Assistant / General Virtual Assistant / Customer Support's role at the current company?
Dee Rose - Mortgage Broker Assistant / General Virtual Assistant / Customer Support's current role is Helping busy business owners free up their time! π Don't let another opportunity slip away because of overflowing schedule, let me take care of your time-consuming workloads! π.
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