I help business owners and lending teams with funding applications, loan processing support, and admin tasks for US-based companies. My experience includes assisting with business credit cards, MCA, SBA, Equipment & LOC applications. I handle document collection, application review, CRM updates, lender follow-ups, credit report checks, and making sure all requirements are complete and submitted on time.
I also have experience with admin operations, including scheduling, client communication, invoice creation,
I’m detail-oriented, organized, and able to work efficiently in fast-paced remote environments while maintaining accuracy and professionalism.
KEY STRENGTHS:
Loan processing and funding support
Strong attention to detail and organization
Credit report review and document verification
Client, lender, and team communication
CRM management and admin support
Experience working with U.S.-based businesses
Quick learner with strong multitasking skills
TOOLS & PLATFORMS:
• Salesforce
• Zoho CRM
• HubSpot
• Google Workspace
• MS Office
• Slack
• Microsoft Teams
• Helcim
• SalesNav
• Airtable
• Skool
• Calendly
Experience: 2 - 5 years
Experience: 2 - 5 years
Experience: 2 - 5 years
Experience: 1 - 2 years
Experience: 2 - 5 years
“"The process with OnlineJobs.ph was unbelieveably easy and simple. ..It's literally been game changing for me and for my life."”
Mike Killen
SEE MORE REAL RESULTSOnlinejobs.ph "ID Proof" indicates if "they are who they say they are".
It DOES NOT indicate skill level.
ID Proof scores are 0 - 99 with 99 being the best. It is calculated based on dozens of data points.
It's intended to help employers know who they're talking to is real, and not a fake identity.