This is a remote position.

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

Requirements

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

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