Administrative Assistant and Documentation Specialist
hace 1 semana
Talentek by Hubtek is a company that believes in young talent and seeks to support the development of its employees on a personal and professional level through learning experiences and growth opportunities. We support companies through our Talent and Technology services.
We have been impacting the world since 2018 , and we want to keep pushing ourselves to become the brightest minds in our field and better serve our customers.
As an Administrative Assistant and Documentation Specialist , you will ensure the efficient management and organization of financial documents.
Some of your responsibilities are but are not limited to:
- Reach out to clients to collect necessary documents for commercial loans, including but not limited to bank statements, driver's license, tax returns, questionnaires, articles of incorporation, SS-4 documents, invoices, bills of sale, equipment specifications, credit applications, and title copies.
- Call, email, and text clients to obtain financial documents using a company-provided phone tool.
- Add beginning and ending balances for bank statements using Excel, requiring a working knowledge of Excel.
- Use collected client files to create a complete and organized loan package for submission to the lending institution.
- Input and update information in the CRM and other online portals.
- Perform basic underwriting to determine appropriate banks based on the client's file.
- Other administrative tasks as may be assigned.
What would help you succeed:
- A friendly demeanor and positive attitude
- Proactivity and the ability to take initiative
- Strong English skills, including good listening and comprehension
- Task-oriented with excellent attention to detail
- A background in customer service
- Exceptional organizational skills
- Education: High school diploma is required; College education related to Business Administration, Finance or Accounting is a plus.
- Experience: With at least 1 year of work experience in administration, customer service, loans processing, financial management and documentation.
- Technical Skills: Proficient in the use of Microsoft Excel and has knowledge of CRM tools.
- Language: Good English skills. B2 or higher level is preferred.
- Schedule: Must be flexible and willing to be assigned to either of the two schedules: 8:00 AM to 5:00 PM or 12 PM to 8 PM (Eastern Standard Time), Monday to Friday, following the American calendar.
- Location: Remote
Would you like to be part of a company that belongs to the 100 tech companies recognized by Freight Waves in the supply chain industry in the United States?
Skills- Results Oriented
- Sense of Urgency
- Detail Oriented
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