Executive Assistant – Funding Operations

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: TYPE OF WORK

Full Time

: SALARY

$5-$6

: HOURS PER WEEK

40

: DATE UPDATED

Mar 19, 2026

JOB OVERVIEW

Job Title: Executive Assistant – Funding Operations
Location: Remote
Working Hours: U.S. Eastern Standard Time (Full-Time | 40 hours/week)

Job Title: Executive Assistant – Funding Operations
Location: Remote
Working Hours: U.S. Eastern Standard Time (Full-Time | 40 hours/week)

Position Overview

We are seeking a highly organized and detail-oriented Executive Assistant to support a U.S.-based funding business specializing in credit card stacking and financing solutions for clients with high-interest debt and limited credit access.

This role is heavily focused on operations, requiring the ability to manage funding applications, coordinate with brokers, review credit-related information, and ensure that deals move efficiently through the pipeline. You will play a critical role in maintaining speed, accuracy, and organization in a fast-paced, deal-driven environment.

The Executive Assistant will primarily support backend operations and broker communications, while the business owner manages direct relationships with clients and financial institutions.

Key Responsibilities

Deal Processing and Broker Communication

Manage incoming funding applications submitted by brokers

Communicate with brokers via email to request missing documentation and provide status updates

Send pre-approvals, declines, and contract documents

Ensure contract requests are processed and sent within 30 minutes

Maintain fast and professional communication to help secure deals in a competitive environment

Client File Management

Organize and maintain client funding files and documentation

Track each deal throughout the approval and funding lifecycle

Ensure all required documents are complete before funding proceeds

Maintain accurate and well-structured records for each client file

Credit Review Support

Conduct soft credit checks for potential clients

Review credit reports and identify key financial indicators such as debt obligations, credit utilization, and overall credit profile strength

Assist in preparing internal deal summaries for review

Administrative and Operational Support

Input and maintain deal data in Excel and internal tracking systems

Assist with onboarding processes and documentation collection

Support day-to-day operational workflows to keep deals moving efficiently

Assist leadership in maintaining an organized and structured deal pipeline

Process and Workflow Coordination

Ensure applications move efficiently through each stage of the funding process

Identify and flag incomplete files or missing documentation

Maintain organized internal systems for tracking deals and client information

Assist in improving workflows and documenting processes for scalability

Potential Future Responsibilities

Access client bank accounts through secure systems to verify balances and statements

Assist with underwriting preparation and deeper financial review

Support advanced deal tracking, reporting, and operational analysis

Ideal Candidate

The ideal candidate is fast, detail-oriented, and highly responsive, with the ability to manage multiple deals at once while maintaining accuracy. You should be comfortable working in a high-volume, deadline-driven environment and able to anticipate next steps without constant supervision.

You are someone who takes ownership of your work, communicates clearly, and thrives in structured, process-driven roles.

Required Skills

Strong written English communication skills, particularly in email correspondence

Ability to review and interpret credit reports

Proficiency in Excel or spreadsheet tools

Strong organizational and multitasking abilities

Ability to follow structured processes while maintaining speed and accuracy

High attention to detail, especially when handling financial data

Preferred Experience

Experience as an Executive Assistant or Operations Assistant

Background in financial services, lending, or credit-related industries

Experience reviewing credit reports or financial documentation

Experience working with U.S.-based clients or brokers

Exposure to loan processing, underwriting support, or funding operations

How to apply: Please send us your CV , Intro video & Whatsapp number

SKILL REQUIREMENT

Administrative Management Credit Repair Executive Assistance

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Executive Assistant – Funding Operations

Please login or register as jobseeker to apply for this job.

TYPE OF WORK

SALARY

HOURS PER WEEK

DATE UPDATED

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