Offer summary

Qualifications:

High school diploma required; college education in Business Administration, Finance, or Accounting is a plus., At least 1 year of experience in administration, customer service, loan processing, or financial management., Proficient in Microsoft Excel and knowledgeable in CRM tools., Strong English skills at B2 level or higher, with excellent attention to detail..

Key responsabilities:

Manage and organize financial documents for commercial loans.

Reach out to clients via phone, email, and text to collect necessary documentation.

Create complete and organized loan packages for submission to lending institutions.

Input and update information in the CRM and perform basic underwriting tasks.

Job description

Talentek by Hubtek is a company that believes in young talent and seeks to support the development of its employees on a personal and professional level through learning experiences and growth opportunities. We support companies through our Talent and Technology services.

We have been impacting the world since 2018, and we want to keep pushing ourselves to become the brightest minds in our field and better serve our customers.

As an Administrative Assistant and Documentation Specialist, you will ensure the efficient management and organization of financial documents.

Some of your responsibilities are but are not limited to:

Reach out to clients to collect necessary documents for commercial loans, including but not limited to bank statements, driver’s license, tax returns, questionnaires, articles of incorporation, SS-4 documents, invoices, bills of sale, equipment specifications, credit applications, and title copies.
Call, email, and text clients to obtain financial documents using a company-provided phone tool.
Add beginning and ending balances for bank statements using Excel, requiring a working knowledge of Excel.
Use collected client files to create a complete and organized loan package for submission to the lending institution.
Input and update information in the CRM and other online portals.
Perform basic underwriting to determine appropriate banks based on the client’s file.
Other administrative tasks as may be assigned.

Minimum Requirements

What would help you succeed:

A friendly demeanor and positive attitude
Proactivity and the ability to take initiative
Strong English skills, including good listening and comprehension
Task-oriented with excellent attention to detail
A background in customer service
Exceptional organizational skills

Minimum Requirements:

Education: High school diploma is required; College education related to Business Administration, Finance or Accounting is a plus.
Experience: With at least 1 year of work experience in administration, customer service, loans processing, financial management and documentation.
Technical Skills: Proficient in the use of Microsoft Excel and has knowledge of CRM tools.
Language: Good English skills. B2 or higher level is preferred.

Perks:

Schedule: Must be flexible and willing to be assigned to either of the two schedules: 8:00 AM to 5:00 PM or 12 PM to 8 PM (Eastern Standard Time), Monday to Friday, following the American calendar.
Contract: Independent Contractor
Location: Remote
Salary: COP 2,729,650.00

Would you like to be part of a company that belongs to the 100 tech companies recognized by Freight Waves in the supply chain industry in the United States?

Required profile