About the role
- 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.
- Upload received documents and client details into Salesforce (or similar CRM).
- Update deal records through underwriting and approval stages.
- Input all relevant data from loan submissions into Salesforce.
- Notify internal reps when actions are needed on a deal.
Requirements
- 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.
- Health insurance
- Flexible work hours
- Remote work opportunities
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
data entryloan processingdocument management
Soft skills
attention to detailtime managementcommunication skillsresponsivenessreliability