Virtual Assistant, Funding Manager

Summary

Join We Clone You, a leading virtual assistant company, as a Virtual Assistant specializing in funding management. You will develop strategic funding plans, guide clients through the application process, navigate credit dynamics, and manage client relationships. This role requires exceptional communication, problem-solving skills, and proficiency in Google Sheets. Experience in financial services is essential, and a background in accounting is a plus. The position offers work-from-home flexibility, hourly pay with potential for raises, and a referral bonus.

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

Responsibilities

• 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

Preferred Qualifications

Background in accounting or as a CPA

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