Job summary 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. Responsibilities - 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 - 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) - 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 - 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) - Update CRM/client tracker with deal stages (lead → submitted → funded) - Log call notes, next steps, and important deal information after the client's meetings - 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 - 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 Qualifications - 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 Benefits - Permanent work from home - Immediate hiring - Steady freelance job Descripción del trabajo Lorem ipsum dolor sit amet , consectetur adipiscing elit. Nullam tempor vestibulum ex, eget consequat quam pellentesque vel. Etiam congue sed elit nec elementum. Morbi diam metus, rutrum id eleifend ac, porta in lectus. Sed scelerisque a augue et ornare. Donec lacinia nisi nec odio ultricies imperdiet. Morbi a dolor dignissim, tristique enim et, semper lacus. Morbi laoreet sollicitudin justo eget eleifend. Donec felis augue, accumsan in dapibus a, mattis sed ligula. Vestibulum at aliquet erat. Curabitur rhoncus urna vitae quam suscipit , at pulvinar turpis lacinia. Mauris magna sem, dignissim finibus fermentum ac, placerat at ex. Pellentesque aliquet, lorem pulvinar mollis ornare, orci turpis fermentum urna, non ullamcorper ligula enim a ante. Duis dolor est, consectetur ut sapien lacinia, tempor condimentum purus. Obtén acceso completo Accede a todos los puestos de alto nivel y consigue el trabajo de tus sueños. Inscríbete ahora