Offer summary

Qualifications:

Exceptional communication and customer support skills., Proficiency in Google Sheets for tracking and data management., Experience in the financial services industry, including lending and credit products., Detail-oriented and organized, with a proactive and goal-oriented mindset..

Key responsabilities:

Develop strategic plans for submitting credit applications and identifying optimal banks and lenders.

Assist clients via Zoom calls during application submissions and provide expert guidance.

Manage end-to-end client credit application processes, ensuring efficiency and accuracy.

Communicate effectively with business bankers to foster strong relationships for client applications.

Job description

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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