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.

Thank you for taking the time to complete your application! Apply tot his job Apply To this Job