Operations Assistant

Job Description

ABOUT JOB

We are seeking a dynamic and highly organized Operations Assistant to join our team! This vital role supports daily office functions, manages administrative tasks, and ensures smooth operations across various departments. The ideal candidate will be proactive, detail-oriented, interested in pursuing a career in finance, and possess excellent communication skills to help foster an efficient and welcoming work environment. This paid position offers an exciting opportunity to develop your office management expertise while contributing to a thriving organization.

Duties

• handle incoming calls, emails, and general inquiries
• Manage day-to-day office needs, including supplies, mail, and deliveries
• Schedule meetings and help maintain calendars
• Prepare and proofread basic documents and correspondence for the underwriting and sales departments
• Provide general administrative support to the team as needed
• Set up and maintain digital loan files, ensuring borrower documentation is complete and properly organized
• Coordinate scheduling for appraisals, inspections, and closings
• Monitor expiration dates on time-sensitive documents (credit reports, appraisals, rate locks) and flag items needing renewal
• Assist in preparing and distributing loan disclosures and correspondence for signature
• Serve as an administrative point of contact for borrowers and brokers on file status and document logistics

Experience

• Previous office experience or administrative support roles demonstrating strong organizational skills and multitasking ability
• Proficiency in computer skills including Microsoft Office (Word, Excel, Outlook), and basic data entry tasks
• Experience in banking or financial services is preferred but not required
• Demonstrated ability to manage time efficiently while handling multiple priorities in a fast-paced environment
• Dependable, professional, and able to handle confidential information with discretion
• Eager to learn and take direction in a fast-paced environment

Join us as an Operations Assistant and become an integral part of a vibrant team dedicated to operational excellence! Your proactive approach will help streamline our processes while providing exceptional support to colleagues and clients alike. We value energetic individuals eager to grow their skills in a professional setting!

Pay: $20.00 – $25.00 per hour

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Parental leave
• Vision insurance

Experience:

• Financial/Real Estate: 1 year (Preferred)

Are you interested in this position?

Apply by clicking on the “Apply Now” button below!

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