Executive Admin Assistant for Financial Company in FL

This is a remote position.

• Email Management
  
• 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.
  
• CRM / Salesforce Management
  
• Upload received documents and client details into Salesforce (or similar CRM).
  
• Update deal records through underwriting and approval stages.
  
• Retrieve documents from Salesforce when requested by underwriters.
  
• Maintain organized digital records within the CRM.
  
• Loan Processing Support
  
• Start loan processing once documents are received.
  
• Send missing document requests (e.g., tax returns) to clients or referral partners.
  
• Forward required docs to underwriters as needed.
  
• Coordination with Internal Team
  
• Notify internal reps when actions are needed on a deal.
  
• Follow up on pending tasks or missing documents.
  
• Data Entry
  
• Input all relevant data from loan submissions into Salesforce.
  
• Ensure accuracy of all uploaded and entered information.
  

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.
  
• Schedule: 10:00 AM – 5:00 PM EST (Monday to Thursday) and 10:00 AM – 12:00 PM EST (Friday)

• This is not an immediate job opening but a chance to be prioritized for future opportunities.
  
• Attaching your resume is optional but highly recommended to ensure the information in your application form is accurate.
  
• A Loom video is required as clients may request it during the selection process.
  
• Be sure to complete the skill set section thoroughly—this is crucial for our internal system automation and ensures your application is processed efficiently.