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Virtual Assistant - Financial Assistant

Virtual Assistant - Financial Assistant

We Clone YouBuenos Aires, Buenos Aires, AR
Hace más de 30 días
Tipo de contrato
  • Teletrabajo
  • Quick Apply
Descripción del trabajo

We Clone You is a leading virtual assistant company that specializes in providing virtual assistance to businesses of all sizes. We are currently looking for a Virtual Assistant with expertise as a funding manager  to join our client's team.

In this role, you will be responsible for performing various tasks, including

  • Develop strategic plans for submitting credit applications, identifying optimal banks and lenders.
  • Assist clients via Zoom calls during application submissions, ensuring they understand the process and pivot strategies based on approvals or denials.
  • Navigate credit dynamics and provide expert guidance to achieve successful funding.
  • Own client fulfillment in a complex industry, handling distressed, reactive, or emotional clients professionally.
  • Communicate effectively with business bankers, fostering strong relationships to support client applications.
  • Manage end-to-end client credit application processes, ensuring efficiency and accuracy.
  • Track all applications, approvals, and related data in Google Sheets.
  • Intuitively analyze credit products and make strategic decisions to maximize funding opportunities for clients.
  • Adapt quickly to changing circumstances and guide clients toward alternative solutions when necessary.

Requirements

  • Exceptional communication and customer support skills.
  • Confidence to handle high-pressure situations and distressed clients calmly and assertively.
  • Detail-oriented, organized, and able to juggle multiple responsibilities efficiently.
  • Proactive and goal-oriented mindset, with a strong desire to learn and grow.
  • Proficiency in Google Sheets for tracking and data management.
  • Financial literacy and familiarity with lending, credit stacking, or related fields.
  • Experience in the financial services industry, including lending, credit products, mortgages, real estate, or banking.
  • Background in accounting or as a CPA is a plus.

    • Benefits

  • Work from home;
  • Payment in dollars per working hour (40-hour week);
  • Starting salary for this position is between  4$ - 15$  per hour depending on your experience, with room for raises based on performance;
  • A workplace that values its people;
  • Referral bonus :  If you refer a candidate, you will receive a $50 bonus once they’re hired by one of our clients;

    • Remember to upload your data in English, please. Including your resume.

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    Virtual • Buenos Aires, Buenos Aires, AR