The Executive Admin Assistant will manage emails, support loan processing, maintain CRM records, and coordinate with the internal team to ensure timely processing of client submissions.
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-oriented Executive Admin Assistant to 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!
Similar Jobs
.png)
Cloud • Insurance • Payments • Software • Business Intelligence • App development • Big Data Analytics
The Associate Customer Support Technician will assist customers with software and hardware inquiries while providing excellent customer service via phone, email, and chat. Responsibilities include troubleshooting, problem resolution, and escalating issues as needed.
Top Skills:
FreshdeskJIRAMicrosoft ApplicationsSalesforceTalkdesk
Cloud • Insurance • Payments • Software • Business Intelligence • App development • Big Data Analytics
The Customer Support Technician provides technical assistance and support to customers regarding software and hardware, resolving issues, documenting cases, and contributing to team efforts.
Top Skills:
Applied EpicSaaS
Cloud • Information Technology • Productivity • Security • Software • App development • Automation
The Account Executive Team Lead will coach and develop a sales team, drive expansion in SMB accounts, manage pipeline using Salesforce, and collaborate cross-functionally with teams to optimize sales strategies.
Top Skills:
Salesforce
What you need to know about the Los Angeles Tech Scene
Los Angeles is a global leader in entertainment, so it’s no surprise that many of the biggest players in streaming, digital media and game development call the city home. But the city boasts plenty of non-entertainment innovation as well, with tech companies spanning verticals like AI, fintech, e-commerce and biotech. With major universities like Caltech, UCLA, USC and the nearby UC Irvine, the city has a steady supply of top-flight tech and engineering talent — not counting the graduates flocking to Los Angeles from across the world to enjoy its beaches, culture and year-round temperate climate.
Key Facts About Los Angeles Tech
- Number of Tech Workers: 375,800; 5.5% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Snap, Netflix, SpaceX, Disney, Google
- Key Industries: Artificial intelligence, adtech, media, software, game development
- Funding Landscape: $11.6 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Strong Ventures, Fifth Wall, Upfront Ventures, Mucker Capital, Kittyhawk Ventures
- Research Centers and Universities: California Institute of Technology, UCLA, University of Southern California, UC Irvine, Pepperdine, California Institute for Immunology and Immunotherapy, Center for Quantum Science and Engineering
