Related skills
slack excel google workspace monday.com freelancersπ Description
- Transaction coordination within a loan checklist; extract data from apps/docs accurately.
- Vendor & freelancer management: Source, vet, and manage Fiverr contractors for one-off projects.
- Process documentation (SOPs): Map workflows and create tutorials with Scribe.
- Stakeholder communication: Manage emails and calls with banks, title co., borrowers.
- System management: Maintain Mortgage Automator; operate Monday.com and Slack.
- Proactive problem solving: Research solutions and deliver completed work.
π― Requirements
- 3+ years in operations/administrative management or project coordination.
- Excel and Google Workspace mastery; screen recorders/Scribe.
- Fluent English; available for US Mountain or Eastern Time.
- Radical honesty and backbone; directness and constructive feedback.
- Autonomy; ability to work without hand-holding.
- High precision and attention to detail.
- Nice-to-have: AI tools like Claude/ChatGPT for automation.
- Nice-to-have: experience in real estate, mortgage, or private lending.
π Benefits
- 2 weeks paid vacation after one year; flexible observance of national holidays.
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