Broker Portal - Data Entry
$6-15 AUD / hora
My Business is Involved in the finance industry sourcing loans for my clients that best suits their needs. This is aided through a Loan processing platform, which is underwritten by a Customer Relationship Management Program, known as SalesForce. From my research it is a worldwide platform used by many sales driven industries. I am looking for an assistant to data entry the customers demographic and financial details into an online system, collate and formalise applications for finance, submit application and provide constant follow up with the financier and provide regular feedback, back to myself so I may keep an eye on the process through to settlement and drawdown. It is anticipated that one client loan would involve approximately 10 to 12 hours hours over a 6 week period.
ID do Projeto: #1468693
Sobre o projeto
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Experienced Auditor/Accountant & MBA Professional here ready to do this task for you. Kindly check your message inbox. Thank you.
41 freelancers estão ofertando em média $8/hora nesse trabalho
Good day im very interested to do this project please check Private Message for details. Thank you
PMP, MBA in Manrketing and experienced in Salesforce. Worked on various CRM platforms. Please PM me to discuss the details
I am an experienced virtual assistant with knowledge in loan processing, loan quotes, real estate and accounting domains. Kindly provide further details.
Dear Brad, I know what to do for this job. I'm just bidding $6/hour. Please let me know and I'm ready to start. Thanks, Eric
Sir, We are professional data entry team, with excellent SalesForce skills. Kindly review the detailed proposal and let us know if you are interested. Thanks and Regards, Scube BPO
Hi, Its good that you thought of transferring your non-core activity, so that you can concentrate on your core activity. In this process, I will surely help you. I completed my masters in finance, I can help you Mais
Hi, I am quite confident of delivering the job on time with required accuracy and complying the Client Metrices. Please check my private message as well. Regards Abhigyan