???? Loan Processing Virtual Assistant | Client Support & Document Collection

2. Required Skills & Experience:
? Fluent in English (spoken & written) – Must handle calls professionally.
? Experience in Loan Processing, Finance, or Customer Service – Knows how to collect documents, verify info, and follow up with clients.
? Call Handling & Sales Experience – Can answer calls, guide clients, and ensure document submission.
? CRM & Data Entry Skills – Experience with Google Sheets, Pipedrive, HubSpot, or similar.
? Follow-Up & Organizational Skills – Can keep track of pending documents and remind clients.
? Basic Knowledge of US Business Loans – Understands bank statements, tax documents, and pay stubs.
? Comfortable Using WhatsApp, Email, and Phone Calls – Must communicate efficiently.