Hire Overseas

Inbox & CRM Coordinator – Lending Operations

Hire Overseas

full-time

Posted on:

Location Type: Remote

Location: Philippines

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About the role

  • Monitor the shared lender reply inbox daily and ensure nothing is missed or left unaddressed
  • Track and organize incoming lender responses across active deals
  • Flag promising lender feedback and deal responses to the submissions team promptly
  • Keep communication threads organized and easy to reference across active submissions
  • Update the CRM accurately and consistently after every lender interaction
  • Maintain clean records on deal status, follow-up dates, and lender responses
  • Help manage the submission workflow across all active deals in the pipeline
  • Ensure CRM data reflects real-time deal status so the team always has a clear picture
  • Learn to review and scrub deals before they go out to lenders
  • Match deals with appropriate lenders based on deal profile and lender appetite
  • Send deals out to lenders once you have a solid understanding of the process
  • Develop the ability to read bank statements and make a basic judgment on deal quality over time

Requirements

  • Prior experience in the merchant cash advance, alternative lending, or financial services space strongly preferred
  • Strong organizational skills and the ability to manage a high-volume inbox without losing track of details
  • CRM proficiency and a habit of keeping records clean, current, and accurate
  • Responsive and reliable: you check the inbox, you update the CRM, and you close loops without being reminded
  • Clear written English communication skills for internal coordination and lender correspondence
  • Ability to learn quickly and take on more responsibility as you get up to speed
Benefits
  • You will be paid in **USD** (bi-monthly: every 15th and 30th)
  • **Paid Time Off** in accordance with company policy
  • Observance of **Holidays** per company guidelines
  • **100% remote setup** so you can work wherever you're most productive
  • Clear growth path from inbox and CRM management into deal scrubbing and lender submissions
  • Direct exposure to an active MCA pipeline with real deal volume from day one
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
CRM proficiencyrecord keepingdeal trackingdata organizationdeal scrubbingbank statement analysis
Soft Skills
organizational skillsresponsivenessreliabilitycommunication skillsability to learn quickly