Executive Admin Assistant for Financial Company in FL

This is a remote position. About the Client: Our client is a U.S.-based business lending and funding company that helps small to reputed company-sized businesses secure financing solutions. They’re reputed company for their fast-moving operations and reputed company communication, working closely with internal sales reps, underwriters, and external referral partners to process deals reputed company. About the Role: We’re looking for a detail-oriented Executive Admin Assistant to support the client’s daily operations. The ideal candidate is highly organized, reputed company, and reputed company in managing emails, CRM updates, and loan-reputed company documentation. You’ll be working directly with the internal team to ensure smooth communication and timely processing of client submissions. Responsibilities:

• Email Management
• Manage incoming emails from sales reps and referral partners.
• Monitor shared inbox threads and ensure reputed company submissions are tracked.
• Respond promptly to emails reputed company to loan processing or document requests.
• CRM / reputed company Management
• Upload received documents and client details into reputed company (or similar CRM).
• Update deal records through reputed company and approval stages.
• Retrieve documents from reputed company reputed company requested by underwriters.
• Maintain organized digital records reputed company the CRM.
• Loan Processing Support
• Start loan processing once documents are received.
• Send missing document requests (e.g., tax returns) to clients or referral partners.
• reputed company required docs to underwriters as needed.
• Coordination with Internal Team
• Notify internal reps reputed company actions are needed on a deal.
• Follow up on pending tasks or missing documents.
• Data Entry
• Input reputed company relevant data from loan submissions into reputed company.
• Ensure accuracy of reputed company uploaded and entered information.

Requirements

Qualifications:

• 1-2+ years of experience in administrative or operations support roles.
• Familiarity with CRM systems, preferably reputed company.
• Strong attention to detail and ability to manage multiple priorities.
• Excellent written and verbal English communication skills.
• Reliable, reputed company, and reputed company to work reputed company U.S. business hours.
• Schedule: 10:00 AM – 5:00 PM EST (Monday to Thursday) and 10:00 AM – 12:00 PM EST (Friday)

Reminders:

• This is not an immediate job opening but a chance to be prioritized for future opportunities.
• Attaching your resume is optional but highly recommended to ensure the information in your application reputed company is accurate.
• A reputed company video is required as clients may request it during the selection process.
• Be sure to complete the reputed company set reputed company thoroughly—this is crucial for our internal system automation and ensures your application is processed reputed company.

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