Client Operations & Lending Support Assistant

This is a remote position.

• 20 hours/week: Monday to Friday, 4 hours per day within client business hours (9am to 5pm)
  

We’re seeking a detail-oriented and proactive Client Operations & Lending Support Assistant to support the client and the broader team with client file management, lender submissions, communications, and internal coordination. This is a remote, part-time role (20 hours/week) ideal for someone who thrives on organization, clear communication, and keeping systems running smoothly. The right candidate will play a critical role in ensuring no detail falls through the cracks—from managing client documentation to supporting lender interactions and reporting.

Key Responsibilities:

Client File Management

• Organize and label client documents within shared folders
  

• Create and maintain individual client checklists (documents received/missing)
  

• Update internal databases with client info, lender preferences, and deadlines
  

• Ensure confidentiality and secure handling of sensitive client information
  

Client Communication & Follow-Up

• Send follow-up emails for missing documents on the client's behalf (e.g., weekly or Mon/Thurs)
  

• Respond to client emails using templates; escalate complex questions to the client
  

• Track outstanding items per client and send a weekly “open items” report
  

• Assist in scheduling client calls across multiple calendars (method TBD)
  

Lender Submission Support

• Prepare lender-ready folders (clean formatting, naming, and organizing)
  

• Maintain internal tracker of lender submissions and document flow
  

• Monitor submission confirmations and receipt acknowledgments
  

• Review loan packages to ensure completeness before final submission
  

Preliminary Research & Light Analysis

• Gather basic lender information (terms, requirements, eligibility)
  

• Track changes in lending criteria (interest rate shifts, loan caps, etc.)
  

• Research and log new funding programs (regional banks, credit unions, alt lenders)
  

CRM & Project Management Support

• Update CRM/client tracker with deal stages (lead → submitted → funded)
  

• Log call notes, next steps, and important deal information after the client's meetings
  

Reporting & Internal Documentation

• Generate weekly pipeline reports (active deals, status, blockers)
  

• Draft internal summaries for team updates: wins, bottlenecks, overall status
  

• Help document SOPs for handling various loan/lender situations
  

Internal Coordination

• Attend internal calls to take notes and assign action items
  

• Communicate next steps and responsibilities across departments
  

• Ensure smooth handoffs and follow-ups between the client, sales, and delivery teams
  

Requirements

• Previous experience in administrative, operations, or financial services support
  

• Strong organizational skills and attention to detail
  

• Proficiency with shared drives, CRM tools, and email/calendar systems (Google Workspace preferred)
  

• Strong written communication and follow-up skills
  

• Ability to track multiple open tasks and follow through independently
  

• Discretion and professionalism when handling sensitive information
  

• Self-starter comfortable in a remote work environment
  

• Permanent work from home
  
• Immediate hiring
  
• Steady freelance job