Document Hunter & Archiver | Data Entry | Customer Service
Budget: $250 – $750 USD
Growing mortgage brokerage is looking for bilingual English/Spanish individuals with strong speaking/writing skills to be part of our family-oriented team. We are looking for a tech-savvy, detailed oriented, checklists/systems lover, caring individual that enjoys helping people and wants to see our clients succeed in becoming homeowners.
We offer:
* Part-Time (30 hrs per week)
* Starting hourly pay of $4.00+ with periodical increases
* Paid time off: Holiday & Vacation
* Opportunities for career advancement and skill development
* Be treated like family
Pre-requisites
* 3 to 5 years of customer service experience
* Updated resume with employment dates
* Must take DISC Personality Test https://lendihome.com/DISC-LOs (take all 3 tests before the interview, no exceptions!)
* Video or Audio recording of you stating why you think you are a good fit for this position
* Detailed-oriented individual
* Must love to follow pre-established checklists and processes
* Caring individual that would love to see our clients realize the dream of homeownership
* Team players but also able to work independently with minimal supervision
* Must be able to follow pre-established checklists and procedures
* Self-motivated
* Ability to multitask and prioritize projects
* Knowledge of CRM (SalesForce, a plus)
* Strong knowledge of MS Outlook / Word
* Strong knowledge of Adobe Pro
* Knowledge Google Calendar
* Strong knowledge or expert with Excel
* Familiar with Slack
* Familiar with DropBox
PC / Internet Specs
* CPU: At least i5, i7 preferred
* RAM: 8+
* Main Boot: Solid State Drive (SSD)
* Operating System: Windows 10+
* Webcam
* Internet speed of minimum 5 Mbps
Job Description
* Take inbound calls with the utmost professionalism and phone etiquette
* Data enter clients into CRM (Salesforce), Google Contacts & Online Portal (Floify)
* Reach out to clients via Phone / Email & Text to follow up regarding their pending need list to complete a mortgage application
* Archive received documents in a pre-established/strict format into Dropbox
* Convert documents received in JPG or other image format documents to PDF format using Adobe Pro
* Update the need list in Salesforce and manually synchronize it with our online portal (Floify)
* Flawlessly data enter a mortgage application in our CRM & Loan Origination System (LOS) based on documentation received and reach out to clients for additional information
We offer:
* Part-Time (30 hrs per week)
* Starting hourly pay of $4.00+ with periodical increases
* Paid time off: Holiday & Vacation
* Opportunities for career advancement and skill development
* Be treated like family
Pre-requisites
* 3 to 5 years of customer service experience
* Updated resume with employment dates
* Must take DISC Personality Test https://lendihome.com/DISC-LOs (take all 3 tests before the interview, no exceptions!)
* Video or Audio recording of you stating why you think you are a good fit for this position
* Detailed-oriented individual
* Must love to follow pre-established checklists and processes
* Caring individual that would love to see our clients realize the dream of homeownership
* Team players but also able to work independently with minimal supervision
* Must be able to follow pre-established checklists and procedures
* Self-motivated
* Ability to multitask and prioritize projects
* Knowledge of CRM (SalesForce, a plus)
* Strong knowledge of MS Outlook / Word
* Strong knowledge of Adobe Pro
* Knowledge Google Calendar
* Strong knowledge or expert with Excel
* Familiar with Slack
* Familiar with DropBox
PC / Internet Specs
* CPU: At least i5, i7 preferred
* RAM: 8+
* Main Boot: Solid State Drive (SSD)
* Operating System: Windows 10+
* Webcam
* Internet speed of minimum 5 Mbps
Job Description
* Take inbound calls with the utmost professionalism and phone etiquette
* Data enter clients into CRM (Salesforce), Google Contacts & Online Portal (Floify)
* Reach out to clients via Phone / Email & Text to follow up regarding their pending need list to complete a mortgage application
* Archive received documents in a pre-established/strict format into Dropbox
* Convert documents received in JPG or other image format documents to PDF format using Adobe Pro
* Update the need list in Salesforce and manually synchronize it with our online portal (Floify)
* Flawlessly data enter a mortgage application in our CRM & Loan Origination System (LOS) based on documentation received and reach out to clients for additional information