Realynk Assistants (Formerly Trans Support)
Access your zone of genius through our virtual assistants.
Executive Admin Assistant, Financial
Location
Florida
Posted
140 days ago
Salary
Not specified / year
High School1 yr expEnglish
Job Description
• Manage incoming emails from sales reps and referral partners.
• Monitor shared inbox threads and ensure all submissions are tracked.
• Respond promptly to emails related to loan processing or document requests.
• Upload received documents and client details into Salesforce (or similar CRM).
• Update deal records through underwriting and approval stages.
• Input all relevant data from loan submissions into Salesforce.
• Notify internal reps when actions are needed on a deal.
Job Requirements
- 1-2+ years of experience in administrative or operations support roles.
- Familiarity with CRM systems, preferably Salesforce.
- Strong attention to detail and ability to manage multiple priorities.
- Excellent written and verbal English communication skills.
- Reliable, responsive, and able to work within U.S. business hours.
Benefits
- Health insurance
- Flexible work hours
- Remote work opportunities
