Executive Admin Assistant
R
Realynk AssistantsFinancial Services
United States, 10:00 AM – 5:00 PM EST (Monday to Thursday) and 10:00 AM – 12:00 PM EST (Friday)Full-TimeMiddle
Salary not disclosed
Apply NowOpens the employer's application page
Job Details
- Languages
- English
- Experience
- 1-2+ years
- Required Skills
- SalesforceData entryCRM
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.
- Availability for the set schedule: 10:00 AM – 5:00 PM EST (Mon-Thu) and 10:00 AM – 12:00 PM EST (Fri).
- Ability to provide a Loom video if requested during the selection process.
Responsibilities
- 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.
- Update deal records through underwriting and approval stages.
- Start loan processing once documents are received.
- Send missing document requests to clients or referral partners.
- Notify internal reps when actions are needed on a deal.
- Input all relevant data from loan submissions into Salesforce.
View Full Description & ApplyYou'll be redirected to the employer's site
