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20four7VA is seeking offshore independent contractors to deliver remote services to clients worldwide, with a primary focus on developed markets such as the United States, the United Kingdom, Canada, and Australia.
A mortgage professional managing a team of loan officers is seeking a Business Support Virtual Assistant to help manage leads, maintain an organized CRM, conduct consistent follow-up, and schedule qualified appointments.
The primary focus is providing personalized lead follow-up without overly aggressive outreach. The client receives purchased leads, referral opportunities, and prospects through multiple sources and needs a dependable VA to ensure these opportunities are properly organized, nurtured, and followed up with.
Mortgage experience is strongly preferred; however, excellent English communication, phone presence, appointment-setting ability, and personality are the highest priorities.
The objective of each engagement is to assist the client in improving business efficiency, enhancing service delivery, or supporting operational functions through high-quality, task-specific services rendered by a qualified contractor.
Contractors will be required to provide services that align with the following client tasks:
Each engagement is based on a defined scope of work and is governed by an independent contractor agreement. Services must be performed professionally, with adherence to any timelines, guidelines, and deliverables agreed upon in writing.
The Contractor must demonstrate proficiency in the following, depending on the Client’s requirements:
Note: The Company will make reasonable efforts to align the Assigned VA’s schedule with the Client’s preferred hours as set forth above. However, availability may vary based on time zones, capacity, and the contracted hours set in this SOW. Any changes must be mutually agreed to in writing through a revised SOW.
Support credit processing and client operations by preparing dispute packets, conducting follow-ups, and maintaining organized client records as a part-time virtual assistant.
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Provide reliable and professional customer support through email and live chat, utilizing Shopify and Gorgias to manage inquiries and enhance service delivery.
As a Customer Care Specialist, you will engage in training programs to develop a deep understanding of user needs and enhance user satisfaction through effective communication.
