Admin Assistant

Employer based in · Remote

Hiring talent from: all countries

Admin Assistant (VA1)Client, Lender & New Hire OnboardingAssist with onboarding for residential and commercial clients and new recruits Welcome clients or hires via phone or Zoom, introduce yourself, and provide onboarding instructions Guide them through required forms, systems, and training portals. Collect necessary documents and information and ensure they are uploaded correctly Prepare and manage lender/broker onboarding packages (online forms, PDF templates, broker packages) Process & Workflow ManagementHelp build and refine onboarding workflows and standard operating procedures (SOPs) Maintain organized digital filing (Google Drive, CRM, client folders) Support continuous improvement by identifying and optimizing inefficient processes NMLS & Licensing Support (If Applicable)Assist in maintaining and updating information within the NMLS system for compliance Support future licensing requirements for residential and commercial divisions Track submission statuses, license renewals, and regulatory documentation Lender Coordination & RenewalsManage lender onboarding: ensure forms are completed, follow approval processes, and add approved lenders to internal databases Maintain and update lender lists and CRM records Assist with lender renewals and ongoing compliance tasks Call Reports & DocumentationAccess online systems to submit quarterly call reports Categorize, update, and maintain reports regularly Organize digital files, onboarding documents, lender forms, and compliance folders Financial & Regulatory AdministrationUpdate financial reports and records with national registry systems (residential side) Track and document loan volumes, submissions, and lender activity Meetings & Team SupportJoin internal team meetings to assist with updates, process explanations, and task tracking Prepare meeting notes, organize follow-ups, and ensure deadlines are met Experience and ProficiencyExcellent English communication skills (written and verbal)Should have professional phone etiquette and comfortable being on Zoom Should have administrative support experience either from a corporate set-up or as a VA **IMPORTANT Should have graduated from college or have a degree if non-experienced and is coachable, doing the role **IMPORTANT Should have GoHighLevel CRM management experience **IMPORTANT Should have experience building out SOPs or processes **IMPORTANT Should be proficient in utilizing Zoom **IMPORTANT Personality RequirementsHas operational mindset Organized Self-starter Detail oriented Proactive Resourceful Strong Communicator Team-Oriented Engaged Talent Aligned Collaboration HoursMonday to Friday, TBC, following MST (Full - Time) Engagement Compensation$3 and up/hr. -** open for a good mix of talentsExperienced Talents, Corporate-experienced, and Diploma/degree holders Engaged Talent CommunicationWork Email MS Teams Engaged Talent Commencement DateASAP Final Alignment Session ScheduleFriday, 7th of November at 1:00 PM MST (2:00 PM CST) Onboarding Call Recording Link ------------------------------Notes------------------------------------ Should have GoHighLevel CRM management experience **IMPORTANT Should have experience building out SOPs or Processes **IMPORTANT Should be proficient in utilizing Zoom **IMPORTANT Schedule notes: Friday, 7th of November at 1:00 PM MST (2:00 PM CST)