Business and Personal Communications
Draft professional emails, letters, and other correspondence for both business and personal communication on behalf of executives, ensuring clarity and professionalism
Outlook Calendar Management
Efficiently manage and organize the executive’s calendar by scheduling meetings, appointments, and reminders, ensuring optimal time management
Proactive Task Management
Anticipate the needs of the executive and take initiative to complete personal tasks, ensuring smooth workflow and timely execution
Client Outreach and Communication
Contact clients, realtors, referrals, and past clients via phone using proven scripts, ensuring high-quality customer service and fostering strong relationships in the mortgage industry
Administrative Support
Provide comprehensive administrative support to the team, including managing daily reports, handling scheduling, coordinating correspondence, and performing clerical tasks to ensure smooth operations.
And more!
Email management, reports, schedule management, meeting preparation, data management, client interaction, and loan process assistance.
