Loan Processor Assistant (Multifaceted Admin & Marketing)

Role Overview

This is a full-time, remote position designed to support a U.S.-based insurance or finance executive. The ideal candidate will act as the glue between systems, handling repetitive but essential tasks that keep the loan pipeline moving while also managing basic marketing and data entry.

Key Responsibilities

• Loan Processing Support: Following a set pipeline to execute workflows and administrative tasks once a lead is secured.
• Data Management: Performing data entry for transactions in QuickBooks and setting up/managing data in Excel.
• Marketing & Design: Creating social media posts using Canva templates to maintain a professional online presence.
• Process Documentation: Assisting in the creation of a documented process so the role can be replicated as the team grows.

Required Skills &...