Virtual Assistant for a Mortgage Services Company in the US (Home Based Full Time)
Virtual Coworker
Full-time
Remote
United States
Executive Assistant Jobs
Monitor inbox:
• Check for emails from loan officer with new borrower info.
Prepare intro email:
• Use template to write welcome message.
• Attach 3 PDFs (letter of intent, terms, loan summary)
• Insert name, address, interest rate, loan amount, etc
• Send email to borrower with forms for signature
Docusign Preparation:
• Fill out disclosure packet with client info.
• Upload to Docusign and notify David for review
Research:
• Search online database/websites for new private investors
• Log findings