Job Description This is a remote position. Schedule: - 20 hours/week: Monday to Friday, 4 hours per day within client business hours (9am to 5pm) Client timezone: PST (US) Job Overview: We’re seeking a detail-oriented and proactive Client Operations & Lending Support Assistant to support the client and the broader team with client file management, lender submissions, communications, and internal coordination. This is a remote, part-time role (20 hours/week) ideal for someone who thrives on organization, clear communication, and keeping systems running smoothly. The right candidate will play a critical role in ensuring no detail falls through the cracks—from managing client documentation to supporting lender interactions and reporting. Key Responsibilities: Client File Management - Organize and label client documents within shared folders - Create and maintain individual client checklists (documents received/missing) - Update internal databases with client info, lender preferences, and deadlines - Ensure confidentiality and secure handling of sensitive client information Client Communication & Follow-Up - Send follow-up emails for missing documents on the client's behalf (e.g., weekly or Mon/Thurs) - Respond to client emails using templates; escalate complex questions to the client - Track outstanding items per client and send a weekly “open items” report - Assist in scheduling client calls across multiple calendars (method TBD) Lender Submission Support - Prepare lender-ready folders (clean formatting, naming, and organizing) - Maintain internal tracker of lender submissions and document flow - Monitor submission confirmations and receipt acknowledgments - Review loan packages to ensure completeness before final submission Preliminary Research & Light Analysis - Gather basic lender information (terms, requirements, eligibility) - Track changes in lending criteria (interest rate shifts, loan caps, etc.) - Research and log new funding programs (regional banks, credit unions, alt lenders) CRM & Project Management Support - Update CRM/client tracker with deal stages (lead → submitted → funded) - Log call notes, next steps, and important deal information after the client's meetings Reporting & Internal Documentation - Generate weekly pipeline reports (active deals, status, blockers) - Draft internal summaries for team updates: wins, bottlenecks, overall status - Help document SOPs for handling various loan/lender situations Internal Coordination - Attend internal calls to take notes and assign action items - Communicate next steps and responsibilities across departments - Ensure smooth handoffs and follow-ups between the client, sales, and delivery teams Requirements - Previous experience in administrative, operations, or financial services support - Strong organizational skills and attention to detail - Proficiency with shared drives, CRM tools, and email/calendar systems (Google Workspace preferred) - Strong written communication and follow-up skills - Ability to track multiple open tasks and follow through independently - Discretion and professionalism when handling sensitive information - Self-starter comfortable in a remote work environment Independent Contractor Perks - Permanent work from home - Immediate hiring - Steady freelance job ZR_26002_JOB Requirements Previous experience in administrative, operations, or financial services support Strong organizational skills and attention to detail Proficiency with shared drives, CRM tools, and email/calendar systems (Google Workspace preferred) Strong written communication and follow-up skills Ability to track multiple open tasks and follow through independently Discretion and professionalism when handling sensitive information Self-starter comfortable in a remote work environment Required Skill Profession Secretaries And Administrative Assistants