Key Responsibilities:
1. Administrative Support for Operations
- Oversee the client support inbox, ensuring timely responses and updates.
- Process documentation submitted by clients prior to initial contact.
2. Client Interaction Management
- Manage incoming client calls and redirect as needed.
- Conduct initial and follow-up calls to clients applying for business funding.
3. Loan Application Support
- Verify application completeness and prepare required information, including business bank statement conversion.
- Follow up on outstanding documents (e.g., bank statements) needed for application processing.
4. Ad-hoc Duties
- Provide product, pricing, and loan term explanations.
- Guide clients on obtaining bank statements in the correct format.
- Organize client documents, create folders, and save bank statements.
- Perform additional administrative tasks as necessary.
Role Requirements:
Qualifications:
Experience:
- Minimum 3+ years in an administrative role.
Technical Skills:
- Proficient in Microsoft Office applications.
- Strong oral and written communication skills.
- Critical thinking and problem-solving abilities.
- Excellent time management and multitasking skills.
- Solid understanding of loan origination processes and client systems.
Behavioral Skills:
- Goal-oriented with strong personal work goals.
- Adaptable to change and responsive to client needs.
- Follows instructions with attention to detail.
- Collaborative team player with excellent interpersonal skills.
- Demonstrates high emotional intelligence and empathy.
Stakeholders:
Internal: Operations Team (Front Desk, Business Analysts)
External: Prospective and existing clients
Leadership Level: Leader of Self
