Personal Assistant for Loan Signing Agent

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TYPE OF WORK

Full Time

SALARY

$500/mo

HOURS PER WEEK

TBD

DATE POSTED

Aug 04, 2020

JOB OVERVIEW

Must be available 9AM - 5PM Eastern Standard Time (US)
Monday - Friday

Looking for an experienced personal assistant to handle the following daily tasks:
- Confirm appointments with signers via text and telephone (Must speak clear English)
- Manage Google calendar for loan signing requests (Input all required details)
- Prepare PDF packages by filling in preliminary information for printing
- Input new clients into online bookkeeping system
- Input appointments into online bookkeeping system
- Send invoices and past due reminders to clients in online bookkeeping system
- Mark payments received in online bookkeeping system
- Email potential clients introduction email to secure in-person appointments
- Provide daily end of the day report to team lead

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