Mortgage/Real Estate VA

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Looking for full-time work (8 hours/day)

at $10.00/hour ($1,760.00/month)

Bachelor of Science  Major in Management Accounting

Last Active

December 1st, 2023 (3 days ago)

Member Since

December 5th, 2019

Profile Description

As a  Mortgage/Real Estate VA  I did a lot of data entry tasks along with my
other major tasks. Here are some of the tasks I did for my clients:

Australian Mortgage Broker Assistant:
- File Management - organize and rename submitted documents from clients
- Review - documents submitted and identify lacking requirements
- CRM Management - create new customer/loan records via Salestrekker and Applyonline
- Fill-out - various online forms such as servicing calculator, discharge, rebate, pricing, and property valuation forms
- Conversion , merging and splitting of files 
- Email for pricing upload to lenders
- Research property address, business address, and contact numbers for incomplete
- Design - business (flyers), newsletters, and rate updates in CANVA 
- Social Media - post updates on Facebook and Instagram as per clients request 
- Bookkeeping - recording of monthly expenditures in MYOB

US Real Estate Analyst:
- Research and gather data market conditions, property values, rental rates on
comparable properties from Property Radar, MLS and Real estate websites
(Zillow, Redfin, Realtor and Upgrade to see actual info)
- Data entry on Close CRM 
- Prepares CMA Report 
- Generates Market Activity Report 
- Prepares Contract Agreement 
- Data scraping on different counties for distressed properties and its owners 
- Research contact numbers from True People Search for property owners

US Transaction Coordinator Assistant:
- Review contracts, identifying important dates and verifying for complete signatures from both parties
- Email organization
- CRM maintenance, upload  offers to KW Command, contracts and other documents for newly submitted deals in Dotloop
- Graphic design for agents listing flyers using Canva
- File conversion- merging and splitting of contracts

Top Skills

Office and Administration » Data Entry

Office and Administration » Personal Assistant

Other Skills

Customer Support » Phone Support » English Speaking

Video Editing


Accounting » Bookkeeping

Accounting » Financial Accounting » Financial Analysis

Marketing » Social Media Management » Social Media Marketing

Office and Administration » Microsoft Excel

Design » Web Design & Page Layout

Basic Information

Not Specified
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DAVAO CITY, Davao Del Sur
Tests Taken
Score:  135
Dominance: 22%
Influence: 11%
Steadiness: 40%
Compliance: 27%
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