You will get client Interview Scheduling & Document Support for Loan Applications
Project details
You will get professional support for client interviews and document coordination for loan applications. I will schedule Zoom meetings, send email invites, take notes, and follow up with clients to collect required documents — including FIR after conditional approval. With experience supporting brokers and financial consultants, I ensure your workflow stays smooth and compliant.
Purpose
BusinessIndustry
Financial ServicesLanguage
EnglishWhat's included
| Service Tiers |
Starter
$30
|
Standard
$50
|
Advanced
$70
|
|---|---|---|---|
| Delivery Time | 1 day | 3 days | 5 days |
Number of Revisions | 1 | 1 | 1 |
Number of Hours of Work | 2 | 4 | 6 |
Basic Photo Editing | - | - | - |
Organize & Classify/Tag Files | |||
Formatting & Clean Up | |||
Project Management Support | - | ||
Travel Planning | - | - | - |
About Thi Mai Hoa
Executive Virtual Assistant | Sales Ops | Zoom | Admin Pro
Hanoi, Vietnam - 5:41 pm local time
✅Before I joined:
Director overwhelmed with post-meeting paperwork → delays
Cross-department stalls → unmet lender requirements
Frustrated clients & stalled approvals
✅After I took ownership:
100% follow-up documentation handled by me – collected, organized, submitted in <48h
Clients delighted with proactive updates & dedicated case management
Internal teams thrilled – essential files delivered fastest possible → faster approvals
Zero backlog. Zero stress.
✅Client Delight Engine:
Beyond admin, I build loyalty – sent personalized birthday & holiday greetings to 100+ clients. Result: 98% 5-star feedback, repeat business, referrals. “Thi makes clients feel like family – best hire ever!” – Actual client quote
✅Core Expertise:
Calendar & Zoom Mastery: Multi-timezone scheduling, zero double-bookings
Email & CRM Management: Inbox zero, Salesforce/HubSpot updates
Document Automation: Google Drive, DocuSign, Adobe Acrobat
Financial Sales Admin: Client onboarding, lender checklists, compliance tracking
Industry-specific systems: Familiar with Australian lender portals, compliance platforms, and internal workflow tools
✅Tools & Platforms:
MS Office (Excel dashboards),
Canva (client proposals),
Google Suite and various internal platforms tailored to financial operations
✅ Key Skills
Virtual Assistance
Executive Administrative Assistance
Calendar Management
Zoom Meeting Coordination
Email Management
Data Entry
Document Preparation
Salesforce CRM
Microsoft Excel
Google Workspace (Docs, Sheets, Drive, Gmail)
File Management
Client Onboarding
I empower high-performers to sell more and stress less. If your pipeline is clogged with admin drag, I’m your solution.
Steps for completing your project
After purchasing the project, send requirements so Thi Mai Hoa can start the project.
Delivery time starts when Thi Mai Hoa receives requirements from you.
Thi Mai Hoa works on your project following the steps below.
Revisions may occur after the delivery date.
Schedule Interview & Send Zoom Link
Set up calendar invite, create Zoom link, and email client with interview details.
Conduct Interview & Take Notes