Job Description
This is a remote position.
Schedule : 40 hours per week, Monday to Friday 10am to 7pm PST with 1 hour unpaid break
Client Timezone : PST
Responsibilities :
Run applications for various finance companies on behalf of the construction company
Extract loan approval information and accurately enter data into the company CRM system
Ensure all data entry is completed correctly and meets company standards
Process DocuSign documents for client transactions
Conduct welcome calls with clients (recorded calls)
Collaborate with sales representatives on scopes of work and project details
Manage workflows across multiple finance companies with different requirements and rules
Requirements :
Hands-on experience running finance applications
Knowledge of Good Leap and Service Finance platforms
Strong critical thinking and problem-solving abilities
Ability to work independently without constant supervision
Excellent communication skills for client calls
Experience with CRM systems and data entry
Ability to think outside the box rather than following instructions blindly
Independent Contractor Perks :
ZR_28869_JOB
Requirements
Responsibilities : Run applications for various finance companies on behalf of the construction company Extract loan approval information and accurately enter data into the company CRM system Ensure all data entry is completed correctly and meets company standards Process DocuSign documents for client transactions Conduct welcome calls with clients (recorded calls) Collaborate with sales representatives on scopes of work and project details Manage workflows across multiple finance companies with different requirements and rules Requirements : Previous experience in construction industry, specifically in finance department (MUST) Hands-on experience running finance applications Knowledge of Good Leap and Service Finance platforms Strong critical thinking and problem-solving abilities Ability to work independently without constant supervision Excellent communication skills for client calls Experience with CRM systems and data entry Ability to think outside the box rather than following instructions blindly
Admin Assistant • Quezon, QUE, ph