Related skills
crm salesforce microsoft excel microsoft outlook microsoft powerpoint📋 Description
- Coordinate deals from quote to closing for the Affordable Housing team.
- Set up and manage electronic deal files; ensure documents are organized and compliant.
- Collect and track borrower and property deliverables (rent rolls, regulatory agreements, HAP contracts, bond/LIHTC documents, and third-party reports).
- Enter and maintain deal, contact, and property data in Salesforce/Omniview and other internal systems.
- Coordinate third-party reports (appraisal, environmental, PCA) and deadlines.
- Assist with team reporting, closing calendars, and weekly pipeline updates.
🎯 Requirements
- 1+ years in admin, operations, loan processing, or coordinator roles.
- Strong organizational skills managing multiple files, tasks, deadlines in fast-paced environment.
- Attention to detail in documents, data entry, and numbers (e.g., tracking deliverables and wire information).
- Proficiency in MS Office (Outlook, Word, Excel, PowerPoint); create trackers and reports.
- Familiar with CRM systems (Salesforce) and internal data maintenance.
- Strong written and verbal communication with internal teams, borrowers, vendors, and external partners.
🎁 Benefits
- Monthly paid volunteer hours and donation matching.
- Employee Resource Groups to help you grow with us.
- Fertility and family planning services.
- Up to 12 weeks of fully paid parental leave.
- Mental health care with free counseling sessions.
- Tuition reimbursement to fund your learning journey.
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