Executive Admin Assistant for Financial Company in FL
Realynk Assistants · United States ·
- Work mode
- Remote
- Category
- Administration
- Experience
- 2+ years
This is a remote position.
About the Client:
Our client is a U.S.-based business lending and funding company that helps small to medium-sized businesses secure financing solutions. They’re known for their fast-moving operations and responsive communication, working closely with internal sales reps, underwriters, and external referral partners to process deals efficiently.
About the Role:
We’re looking for a detail-orientedExecutive Admin Assistantto support the client’s daily operations. The ideal candidate is highly organized, responsive, and experienced in managing emails, CRM updates, and loan-related 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 all submissions are tracked.
- Respond promptly to emails related to loan processing or document requests.
-
CRM / Salesforce Management
- Upload received documents and client details into Salesforce (or similar CRM).
- Update deal records through underwriting and approval stages.
- Retrieve documents from Salesforce when requested by underwriters.
- Maintain organized digital records within 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.
- Forward required docs to underwriters as needed.
-
Coordination with Internal Team
- Notify internal reps when actions are needed on a deal.
- Follow up on pending tasks or missing documents.
-
Data Entry
- Input all relevant data from loan submissions into Salesforce.
- Ensure accuracy of all uploaded and entered information.
Requirements
Qualifications:
- 1-2+ years of experience in administrative or operations support roles.
- Familiarity with CRM systems, preferably Salesforce.
- Strong attention to detail and ability to manage multiple priorities.
- Excellent written and verbal English communication skills.
- Reliable, responsive, and able to work within 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 form is accurate.
- A Loom video is required as clients may request it during the selection process.
- Be sure to complete the skill set section thoroughly—this is crucial for our internal system automation and ensures your application is processed efficiently.
Thank you for taking the time to complete your application!