Virtual Assistant - Financial Assistant

We Clone You is a leading virtual assistant company that specializes in providing virtual assistance to businesses of all sizes. We are currently looking for a Virtual Assistant with expertise as a funding manager to join our client's team.

In this role, you will be responsible for performing various tasks, including

• Develop strategic plans for submitting credit applications, identifying optimal banks and lenders.
• Assist clients via Zoom calls during application submissions, ensuring they understand the process and pivot strategies based on approvals or denials.
• Navigate credit dynamics and provide expert guidance to achieve successful funding.
• Own client fulfillment in a complex industry, handling distressed, reactive, or emotional clients professionally.
• Communicate effectively with business bankers, fostering strong relationships to support client applications.
• Manage end-to-end client credit application processes, ensuring efficiency and accuracy.
• Track all applications, approvals, and related data in Google Sheets.
• Intuitively analyze credit products and make strategic decisions to maximize funding opportunities for clients.
• Adapt quickly to changing circumstances and guide clients toward alternative solutions when necessary.

Requirements

• Exceptional communication and customer support skills.
• Confidence to handle high-pressure situations and distressed clients calmly and assertively.
• Detail-oriented, organized, and able to juggle multiple responsibilities efficiently.
• Proactive and goal-oriented mindset, with a strong desire to learn and grow.
• Proficiency in Google Sheets for tracking and data management.
• Financial literacy and familiarity with lending, credit stacking, or related fields.
• Experience in the financial services industry, including lending, credit products, mortgages, real estate, or banking.
• Background in accounting or as a CPA is a plus.

Benefits

• Work from home;
• Payment in dollars per working hour (40-hour week);
• Starting salary for this position is between 4$ - 15$ per hour depending on your experience, with room for raises based on performance;
• A workplace that values its people;
• Referral bonus: If you refer a candidate, you will receive a $50 bonus once they’re hired by one of our clients;

Remember to upload your data in English, please. Including your resume.