Mortgage & Financial Admin

✔ Processing applications & compliance documents
✔ Chasing lenders & clients for updates
✔ Managing financial paperwork & follow-ups

Data Entry & CRM Management

✔ Updating client records & databases
✔ Logging interactions & follow-ups
✔ Organizing spreadsheets & reports

Customer Service & Client Follow-Ups

✔ Handling inbound calls & emails
✔ Responding to FAQs & support tickets
✔ Managing client onboarding

Invoice & Expense Management

✔ Sending invoices & payment reminders
✔ Logging expenses & receipts
✔ Reconciling financial records

Document & File Organization

✔ Managing cloud storage & file naming
✔ Creating templates & SOPs
✔ Organizing contracts & legal documents

Email & Calendar Management

✔ Filtering & responding to emails
✔ Scheduling meetings & reminders
✔ Managing inbox organization