Remote Account Executive Assistant (Administrative Assistant)

August 30

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Visio Lending

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Fast. Simple. Dependable. Rental loans for single-family properties. Great thinking!

Property Financing • Property Lending • Landlord Finance • Investors • Marketplace Lending

51 - 200

Description

• Provide administrative support to the Sr. Account Executive in loan origination • Aiding and supporting in administrative and marketing duties that support the assigned Sr. Account Executive • Inputting loan applications, collecting loan information and loan documents, and utilizing appropriate Customer Relationship Management (CRM) • Conducting follow-up calls to brokers, customers, and prospects • Facilitating the loan process procedure to ensure loans move to processing, gathering required documentation, utilizing DocuSign, and ordering title and appraisals • Managing and responding appropriately to all correspondence, planning, and scheduling meetings, calls, and appointments as needed • Ensuring all required documentation is fully completed, organized, and retained according to established processes • Entering data into spreadsheets and/or loan databases • Performing special projects, research, and/or analysis as needed • Completing other assigned tasks and projects per business needs

Requirements

• Someone with 2 years of administrative experience • Someone with an HS/GED equivalent • Someone with the ability to use standard office equipment including laptop, telephone, headphone/ear-bud devices, and other peripheral electronics • Someone with knowledge of Microsoft Office products including Outlook, Teams, SharePoint, Word, and Excel • Someone who is a motivated self-starter, organized, disciplined, and service-oriented attitude • Someone with attention to detail & accuracy • Someone with the ability to prioritize and multitask in a fast-paced environment for top-producing Sr. Account Executive/Loan Originator • Someone with strong interpersonal, written, and verbal communication skills • Internal Applicants: 6 months of Visio Lending work experience which includes no disciplinary actions within the last 3 months. • Current Manager notification is needed in order to apply for a vacant position. Any applicant that does not meet these conditions will require approval from the executive team member over the hiring department prior to extending a job offer