E-Comm/Mortgage/Collections/VA/Sales/Ops

Overview

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

at $7.54/hour ($1,452.80/month)

Bachelors degree

Last Active

June 25th, 2026 (today)

Member Since

June 18th, 2020

Profile Description

• Guide the customers through the whole loan process.• Provide the entire list of required documents.• Assess and validate the financial records provided by the customers.• Approve and reject loan applications based on the evaluation of the credit, assets, and expenses of the applicants.• Achieve the monthly sales targets.• Assist in gathering data from customers, internal and external sources (including credit reports, RP Data); prepare spreadsheets and analyze financial information including financial statements and tax returns, payslips and bank statements; and contact customers for additional information and clarification.• Assist customers in navigating through the mortgage application, approval, and closing procedures.• Completed diverse tasks on daily basis to serve customer needs, including processing and issuing money orders, managing returns and exchanges, and logging daily shipments.• Answered inbound calls per day and directed to designated individuals or departments.• Answered more than 50 daily phone calls to resolve customer issues efficiently.• Ranked in top 100% for customer satisfaction among thousands competing agents.• Goi the extra mile to find needed documents/HIPAA documents for the clients• Calling facilities and clients as well to ensure accurate information being gathered• Keep records of calls and update customer information• Processing medical/billing records of US patient• Process verification and validation for client’s insurance benefits • Schedule appointment for clients thru calls or email• Coordinate with other department such as intake team and insurance team prior to scheduling• Managing calendar •
Scheduling appointments• Handling outbound and inbound calls• Email management • Organizing meeting with clients