Administrative Assistant and Documentation Specialist

hace 1 semana


Bogotá, Bogotá D.E., Colombia Hubtek A tiempo completo
Administrative Assistant and Documentation Specialist - Colombia Description

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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