Offer summary

Qualifications:

Detail-driven with strong organizational skills., Tech-savvy, comfortable using CRMs, Google Sheets, and Asana., Excellent communication skills for writing clear and polite emails., Ability to learn quickly and adapt to new processes..

Key responsibilities:

Acknowledge new applications with timely thank-you emails.

Input and organize applicant data into the CRM and Google Sheets.

Track and update deal statuses in the CRM and spreadsheet.

Communicate decisions to partners and brokers regarding applications.

Job description

This is a remote position.

Data Entry

Join a fast-moving finance team working at the heart of deal flow. In this role, you'll help power a high-volume funding pipeline by keeping our CRM and broker communications accurate and organized. This is a great opportunity for someone who’s detail-driven, tech-savvy, and organized. You'll thrive in a fast-paced environment where clarity and speed are essential.

What You'll Do:

Acknowledge new applications by sending timely thank-you emails with a 24-hour response expectation.
Input and organize applicant data into the company CRM and a color-coded Google Sheet, including status updates and key details.
Track and update deal statuses—such as approved, declined, or pending—in both the CRM and spreadsheet.
Communicate decisions to partners and brokers, including clear reasons for declines and relevant credit info.
Manage follow-ups for approved deals via scheduled email outreach and reminders.
Upload documents and pre-approvals into platforms like Asana for internal tracking.
Support with additional responsibilities as new products are added (e.g., SBA), potentially including basic client outreach down the line.

Who You'll Work With:

Be a key member of a responsive finance operations team, working closely with U.S.-based partners, brokers, and internal staff. You’ll collaborate with fast-paced professionals who rely on organized systems and timely communication to keep deals moving smoothly.

Who We're Looking For:

Organized: Able to track multiple things without letting anything fall through the cracks.
Tech-Savvy: Comfortable learning to use CRMs, Google Sheets, Asana, and AI tools like ChatGPT or Grammarly for professional communication.
Detail-Oriented: Accurately inputs client data, ensures correct formatting, and keeps all records clear and complete.
Communicative: Writes clear, polite emails and keeps brokers/partners updated regularly and proactively.
Fast Learner: Picks up new processes quickly, follows directions well, and adapts easily without needing repeated instruction.
Work Setup: Dual monitors are preferred but not required.
Experience: General work experience is required.

Why Join Us?

Impact: Help streamline a crucial part of the deal process by ensuring every lead is properly handled and tracked.
Culture: Join a team that thrives on fast-paced collaboration, clear communication, and operational accuracy.
Benefits:
- Enjoy preset salary growth and weekly salary payments.
- 100% work-from-home flexibility.