Inbox & CRM Coordinator – Lending Operations

Hire Overseas

Inbox & CRM Coordinator monitoring lender communications and managing CRM in fast-moving merchant cash advance operations. Ideal for organized individuals with MCA experience in a remote setup.

Posted 4/17/2026full-timeRemote • 🇵🇭 PhilippinesMid-LevelSeniorWebsite

About the role

Key responsibilities & impact

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

What you’ll need

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

Comp & perks

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

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

CRM proficiencyrecord keepingdeal trackingdata organizationdeal scrubbingbank statement analysis

Soft Skills

organizational skillsresponsivenessreliabilitycommunication skillsability to learn quickly