Here’s a quick video sharing why you may want to work with us! 

I’m Rhino Julie, and I LOVE building super teams to service our clients' needs.

If you love a challenge, love problem solving, love working with others (and also love working by yourself LOL), and it makes you happy when you overdeliver for clients, I want you on my team!

My promise to you:

I provide a FUN working environment.

We are constantly learning new things.

We are a team who wants to be the best at what we do, which means you have the BEST teammates.

I ALWAYS pay on time.

I treat all of my team members with respect and love.

Client Overview:

Cynthia is a mortgage financing specialist, and she is looking for an amazing unicorn who can help her with administrative and lead management tasks.

Client Requirements:

• Must be able to work 40 hours weekly
• Must be able to work 11am to 7pm Pacific Time (US)
• Must have strong written and verbal communication skills, and can communicate clearly, directly, and effectively
• Highly organized, detail-oriented, proactive, and able to manage multiple priorities independently
• Must be a collaborative team player with a fun, positive attitude.

Responsibilities/Tasks:

Must-Have Experience (Responsibilities You Must Be Proficient In):

These are the tasks the VA needs to handle independently and confidently from day one:

Administrative and CRM Support:

• Update CRM records and referral tracking systems
• Assist with scheduling, calendar management, and reminders
• Prepare files and documents for lead follow-up or loan processing
• Handle email communication related to leads and administrative tasks
• Support general administrative duties as needed

Lead Management, Communication, and Follow-Up:

• Manage incoming leads from realtors and other referral partners
• Track and update lead information in CRM systems such as Follow Up Boss
• Make notes of all conversations, emails, and interactions in the CRM
• Automate follow-up processes where possible to ensure timely communication
• Monitor group texts and messaging threads
• Energize and motivate buyers to engage in conversations and submit necessary documents for loan approval
• Coordinate with agents and internal team to ensure leads are consistently tracked and updated
• Maintain professional, clear, and engaging communication with leads, agents, and internal team
• Follow the client’s established protocols for responding to inquiries and updates

Nice-to-Have Experience (Responsibilities You Can Learn Over Time):

These tasks are valuable but can be trained on the job:

• Be able to securely access the client’s systems, including POS and loan operating system (LOS)
• Upload and organize documents within the LOS, with training on how to categorize and file them correctly
• Assist with marketing tasks such as creating flyers, co-marketing materials, and social media posts
• Support with sending postcards or mailers using services like SendOutCards
• Learn other administrative tasks as needed to support lead follow-up and client communication

Pay and Benefits:

• Competitive hourly rates
• Wellness package
• Squad Breaks (paid time off)
• Quarterly performance bonuses
• Holiday and year-end bonuses
• Annual appraisal

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Our super cool hiring process:

• We have real people communicating with you and looking at your application!
• We PAY you to take a Paid Test for the client you're applying for to make sure you like the job and you have the skills for it. 
• At any time, you can check out the other clients we have and ask to take Paid Tests for them, as well!

Please note that there is a 1-time Profile that you will help us fill out before the Paid Test. This profile will be sent to our clients, along with your Paid Test results. We value you as a person, and we value your time. Once you're in with Rhino Squad, you're IN, and you have lots of job opportunities available to you. So we appreciate your help in preparing your details to present to our clients.

IMPORTANT: Do not book on Rhino Julie's client booking page, this causes our potential clients to be unable to book sales calls with her. We love your enthusiasm, but Rhino Julie's job is to get clients for our virtual assistants to get their dream jobs. Our recruitment teams job is to take care of our applicants and help them match with their dream job. So, please apply here for your dream job and we will invite you for an interview if your qualifications match the job you're interested in. We cannot stress how important it is to leave her calendar open for her client calls.