Customer-centric inbound and outbound communication that meets company quality standards
Investigation and verification of credit, employment, and financial information supporting mortgage underwriting
Management of incoming and pending supplement requests with attention to detail and turnaround time
Altisource drives innovation that powers the mortgage and real estate lifecycle. They foster an inclusive culture celebrating diverse voices and are committed to fair hiring.
Manage leads, maintain CRM, and schedule qualified appointments for a mortgage professional.
Conduct professional follow-up via phone, SMS, and email, and qualify leads with a personalized approach.
Organize CRM pipelines, track follow-ups, and support referral outreach and administrative tasks.
20four7VA connects offshore independent contractors with clients worldwide, focusing on developed markets like the US, UK, Canada, and Australia. They offer free training, support, and a vibrant community for contractors.
Conduct outbound calls using provided scripts to generate qualified Zoom appointments with prospective clients.
Perform personalized email outreach through Gmail and web contact forms while tracking activity accurately.
Maintain organized records of calls, emails, and follow-ups to ensure no prospects are overlooked.
20four7VA is a platform that connects offshore independent contractors with clients worldwide, providing virtual assistant and business support services. It operates with a global network of contractors and emphasizes professional development and community support.
Manage daily settlement pipelines, payment setup processes, and exception reporting to ensure accurate and timely payment execution.
Communicate with creditors, agencies, law offices, and external partners through phone and email to resolve payment exceptions and outstanding issues.
Collect and validate required documentation, review banking ledgers, and maintain accurate client records in CRM systems.
Jobgether is an AI-powered job matching platform that connects candidates with hiring companies. They foster a collaborative remote work environment focused on community, connection, and belonging.
Prepare mortgage insurance claims on assigned agency or investor-acquired properties.
Complete reconciliation of all advances to be included in the claim.
Validate all necessary supporting documents needed for the claim.
LoanCare is a leading full-service mortgage loan subservicer serving banks and credit unions. Backed by Fortune 500 company Fidelity National Financial, they subservice over 1.8 million loans and have a seasoned team.
Manage the founder's calendar and inbox daily, prioritizing tasks with urgency to clear the queue.
Own each step of client transactions independently, from handoff to completion.
Handle polished communication with high-net-worth clients, using CRM (HubSpot) and spreadsheets.
Assist World is a company that provides virtual assistant services, including for a life insurance brokerage focusing on high-net-worth clients across Africa, the Middle East, and Europe. They emphasize a remote-first culture with no time trackers and value independence and precision.
Review and analyze delinquent accounts to determine the best course of action for resolution.
Contact clients via phone and email to discuss accounts and negotiate repayment plans.
Document all interactions and agreements and ensure compliance with company policies.
Above Lending is a next-generation financial services company helping everyday Americans break the cycle of high-cost debt and move toward a stronger financial future. They are a rapidly growing company with a culture grounded in compliance and ethics.
Manage daily accounting operations including data synchronization between QuickBooks Online and GoHighLevel.
Handle full cycle of accounts receivable and payable, including invoicing and bill payment.
Support month-end close by performing reconciliations and maintaining accurate financial records.
VA Claims Insider is a company that helps veterans secure their VA disability benefits. They are a growing team that values financial precision and operational excellence.
Manage and maintain HubSpot CRM, ensuring data accuracy and organization.
Build and manage automations using Zapier and AI tools like ChatGPT.
Support operational processes, scheduling, and KPI tracking across the business.
Assist World provides virtual assistant services to growing consulting businesses. They are a remote-first company focused on automation and process efficiency, fostering a culture of ownership and proactive problem-solving.
Act as the first point of contact, creating a warm and professional experience for prospects and clients.
Manage scheduling, phone calls, emails, and client records in the firm's CRM and systems.
Support the team with administrative tasks and follow up on leads and networking events.
We connect talented individuals with remote job opportunities at US-based companies. We're a lifestyle company that ensures everyone has a fantastic time, earning Great Place to Work Certification every year since 2022.
Answer incoming calls and provide exceptional customer service, including technical support and order processing.
Perform administrative support tasks such as generating reports, updating curriculum, and handling accounts receivable/payable.
Conduct occasional in-person Saturday training facilitation and assist with various projects as needed.
We are an innovative online contractor training company offering state-of-the-art training solutions. We are a small, tight-knit company that fosters remote, independent work and a collaborative environment.
Consult and enroll qualified clients into debt relief programs with empathy and professionalism.
Document client discussions clearly using Salesforce CRM and multitask across systems.
Meet performance criteria, adapt to changing schedules, and maintain reliable attendance.
National Debt Relief is a debt relief organization that helps consumers settle debt and regain financial stability. The company has helped over 450,000 people settle over $10 billion in debt and is rated A+ by the BBB, with a team-oriented culture and employee growth opportunities.
Provide administrative and estimating support for a Louisiana-based construction company, including preparing estimates, invoices, and project documentation.
Follow up with clients on estimates, invoices, and project updates, and maintain organized records.
Handle recurring computer-based tasks, CRM management, and light social media posts using AI tools.
20four7VA connects businesses with qualified offshore independent contractors to deliver remote services. They offer free training, weekly payments, and a vibrant community for support.
Manage and maintain CRM platforms like MLOFLO daily, including campaign health, contact records, and lead routing.
Create professional marketing content using Canva or Adobe Express, and maintain social media calendars.
Deliver weekly and monthly reports on campaign performance and referral tracking.
A growing mortgage lending operation based in Plano, Texas, seeking a Virtual Assistant to manage their marketing technology stack and CRM platforms. They are a high-producing business focused on systems and output, working with a small team of two people.
Make high-volume outbound calls to generate qualified 30-minute Zoom appointments with prospective clients using company-provided lists.
Handle basic objections and conduct brief qualification conversations to schedule appointments that are likely to be retained.
Maintain accurate appointment details and adhere to calling scripts and activity management requirements.
20four7VA connects offshore independent contractors with clients worldwide to deliver remote services. They offer competitive rates, weekly payments, free training, and a supportive community.
Manage high-volume recruiting and onboarding for driver candidates through Indeed and SmartRecruiters.
Coordinate drug screenings, background checks, and document tracking to move candidates from application to onboarding.
Maintain candidate spreadsheets, conduct interviews by phone or Zoom, and follow up consistently throughout the hiring process.
20four7VA connects offshore independent contractors with clients worldwide, focusing on developed markets like the US, UK, Canada, and Australia. They provide remote business support services and offer a supportive community with free training and upskilling.
Manage Adam's calendar, including booking, confirming, and rescheduling client meetings while maintaining a quarterly cadence.
Monitor and manage Adam's email inbox, ensuring timely responses and coordination with internal operations staff.
Keep the CRM (Salesforce) updated with client notes and occasionally handle client phone calls with a professional, personable style.
An independent financial planning and wealth management practice operating on the Ameriprise broker-dealer platform, focusing on portfolio construction and management. The team is small, led by advisor Adam Novak, with a culture of proactive client service and operational efficiency.
Own day-to-day operational workflows and execution across the firm.
Manage CRM systems, tasks, and follow-through to ensure accountability.
Lead workflow management and facilitate team meetings with clear next steps.
Nardis Advisors is a growing, independent financial advisory firm based in New York. They focus on delivering financial advice and are seeking a proactive operations associate to drive execution and efficiency.
Manage your own pipeline of loans from submission to closing, ensuring accuracy, completeness, and speed.
Communicate proactively with borrowers, loan officers, and contractors to gather documentation and resolve conditions.
Prepare files for underwriting by verifying income, assets, credit, and property documentation.
RenoFi is a renovation lending platform that empowers homeowners to borrow based on after-renovation value. They are a small, collaborative team inside a fast-growing fintech lender with a remote-first culture, having financed over $1 billion in renovation projects.
Act as the first point of contact for inbound mortgage leads, building rapport and qualifying them for mortgage advisers.
Manage a large lead pipeline through CRM, follow-up calls, and structured processes to book qualified appointments.
Use modern tools like CRM, communication platforms, and AI-supported productivity systems to stay organized and efficient.
Jobgether is a platform that uses AI-powered matching to connect candidates with hiring companies. It processes applications efficiently and shares top candidates with employers for final decisions.