Data Entry

Join a fast-moving finance team working at the heart of deal flow. In this role, you'll help power a high-volume funding pipeline by keeping our CRM and broker communications accurate and organized. This is a great opportunity for someone who’s detail-driven, tech-savvy, and organized. You'll thrive in a fast-paced environment where clarity and speed are essential.

What You'll Do:

• Acknowledge new applications by sending timely thank-you emails with a 24-hour response expectation.
• Input and organize applicant data into the company CRM and a color-coded Google Sheet, including status updates and key details.
• Track and update deal statuses—such as approved, declined, or pending—in both the CRM and spreadsheet.
• Communicate decisions to partners and brokers, including clear reasons for declines and relevant credit info.
• Manage follow-ups for approved deals via scheduled email outreach and reminders.
• Upload documents and pre-approvals into platforms like Asana for internal tracking.
• Support with additional responsibilities as new products are added (e.g., SBA), potentially including basic client outreach down the line.

Who You'll Work With:

Be a key member of a responsive finance operations team, working closely with U.S.-based partners, brokers, and internal staff. You’ll collaborate with fast-paced professionals who rely on organized systems and timely communication to keep deals moving smoothly.

Who We're Looking For:

• Organized: Able to track multiple things without letting anything fall through the cracks.
• Tech-Savvy: Comfortable learning to use CRMs, Google Sheets, Asana, and AI tools like ChatGPT or Grammarly for professional communication.
• Detail-Oriented: Accurately inputs client data, ensures correct formatting, and keeps all records clear and complete.
• Communicative: Writes clear, polite emails and keeps brokers/partners updated regularly and proactively.
• Fast Learner: Picks up new processes quickly, follows directions well, and adapts easily without needing repeated instruction.
• Work Setup: Dual monitors are preferred but not required.
• Experience: General work experience is required.

Why Join Us?

• Impact: Help streamline a crucial part of the deal process by ensuring every lead is properly handled and tracked.
• Culture: Join a team that thrives on fast-paced collaboration, clear communication, and operational accuracy.
• Benefits:
  • Enjoy preset salary growth and weekly salary payments.
  • 100% work-from-home flexibility.

Work Details:

• Schedule: Mon - Fri 9:00 AM - 5:00 PM EST
• Employment Type: Full-time

How to Apply:

Click "I'm Interested" to start your application. Come and make a difference in a high-growth finance operation!

We are an equal opportunity employer and value diversity at our company.