VA, Project Coordinator, Design Systems and Presentations

I am professional salesperson in commercial lending. I have a huge passion for serving my customers and creating the best possible experience for them. Jeff Bezos said it best when he said, ""(T)he No. 1 thing that has made us successful by far is obsessive compulsive focus on the customer as opposed to obsession over the competitor". Similarly, I want to create an amazing experience in the lending world.

I need someone to help me along this journey. If you have a passion for serving customers and creating cool things, it would be great if you applied for this position. I am looking for someone who enjoys working, is organized, and has a passion for serving customers.

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Roles and responsibilities:
Presentation Designer
• help organize and make presentations for client meetings

Project Management Designer
• help develop new systems and processes

Virtual Assistant (VA)
• call me every day at a particular time to run through daily tasks
• help me stay organized with my to-do-list, schedule and processes
• general research
• help organize LinkedIn posts that I send out at periodic intervals (interest rates, industrial real estate research, “hot sheets”, events I go to, etc)
• put together prospect lists

Project Coordinator
• keep track of milestones on active deals
• keep track of leads through sales funnel


Skills desired:
• Word
• Excel
• PowerPoint
• Organizational skills
• Following processes
• Creating processes

Passions
• Passion for serving customers