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TLC Consulting Partners LLC

Virtual Assistant with Mortgage Experience in the USA (Home-based)

40,000 - ₱45,000

xp_lvl1 - 3 years
educationDiploma
jobTypeFull-time
Virtual Assistant with Mortgage Experience in the USA (Home-based)40,000 - ₱45,000
locationHomebasedworkExperience1 - 3 years
educationDiplomajobTypeFull-time
Posted on 10 January 2020

Job Description

Posted on 10 January 2020

Colorado-based Mortgage Company is currently looking for a reliable virtual assistant preferably with experience in handling mortgage in the USA.


Top 3 Duties:

1. Deliver WOW service Contract to Close

2. Ensure Documents to Close 48 hours in advance

3. Pre-Qualification of Clients


DELIVER WOW SERVICE CONTRACT TO CLOSE

Lock loan terms

Send disclosures with updated Needs list

- Get returned within 48 hours

Final paperwork received/DO a QC Review

- Be sure docs received matches checklist

- Organize assets/income

- Mortgage Banker Checklist/Quality Assurance Checklist

- File Turned into processing within 24 hours of receipt

New contracts – introduction to realtors via email

- Email LO to do a warm/fuzzy call to both agents

Tuesday Realtor Status Updates


ENSURE DOCUMENTS TO CLOSING WITHIN 48 HOURS

Productive Weekly Status Calls

Pipeline meeting weekly with processors

Pre-Close Checklist with Client 48 hours before closing

Attend closing if LO cannot (15 minutes max)

Call and get all conditions


PRE-QUALIFICATION OF CLIENTS

Assist Loan Processor 1 with putting scenarios together for prospective clients

- Research Client Scenarios with Underwriting and Inv. Guidelines

Assist Loan Officer with callbacks of prospects that need a phone consult prior to F2F

- Always following up with getting them to set a F2F Appointment

F2F appointments with clients (app or pre app) when LO cannot

Requirements

Must have experience in handling Mortgage Loans in the US


Skills / Software

Customer Relationship ManagementSales and MarketingTeamworkProfessional ServicesAttention to DetailSales ManagementCRMRelationship Building

Working Location

Homebased, Philippines

Job Description

minus

Colorado-based Mortgage Company is currently looking for a reliable virtual assistant preferably with experience in handling mortgage in the USA.


Top 3 Duties:

1. Deliver WOW service Contract to Close

2. Ensure Documents to Close 48 hours in advance

3. Pre-Qualification of Clients


DELIVER WOW SERVICE CONTRACT TO CLOSE

Lock loan terms

Send disclosures with updated Needs list

- Get returned within 48 hours

Final paperwork received/DO a QC Review

- Be sure docs received matches checklist

- Organize assets/income

- Mortgage Banker Checklist/Quality Assurance Checklist

- File Turned into processing within 24 hours of receipt

New contracts – introduction to realtors via email

- Email LO to do a warm/fuzzy call to both agents

Tuesday Realtor Status Updates


ENSURE DOCUMENTS TO CLOSING WITHIN 48 HOURS

Productive Weekly Status Calls

Pipeline meeting weekly with processors

Pre-Close Checklist with Client 48 hours before closing

Attend closing if LO cannot (15 minutes max)

Call and get all conditions


PRE-QUALIFICATION OF CLIENTS

Assist Loan Processor 1 with putting scenarios together for prospective clients

- Research Client Scenarios with Underwriting and Inv. Guidelines

Assist Loan Officer with callbacks of prospects that need a phone consult prior to F2F

- Always following up with getting them to set a F2F Appointment

F2F appointments with clients (app or pre app) when LO cannot

Job Requirements

plus

Must have experience in handling Mortgage Loans in the US


Skills / Software

plus
Customer Relationship ManagementSales and MarketingTeamworkProfessional ServicesAttention to DetailSales ManagementCRMRelationship Building

Working Location

plus
Homebased, Philippines

About the company

We’re a dedicated team of designers, writers, strategists, developers and account specialists who share a common passion for great design. Together we create extraordinary brand experiences that help companies establish their voice and elevate their brands. Our work is renowned for its highly-crafted design, and its ability to drive action.

IndustriesAccounting & Finance
Employees0 - 50

Recruiter

RecruiterCherry Anne Labustro  
0% response rate, respond within a monthLast active 11/02/2020
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