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Virtual Assistant
Virtual Assistant - CRM & Lender Coordination (2 hrs/day)
Confidential employer
CRM
Data Entry
Virtual Assistant
About the Role
MSBF Funding is a commercial finance brokerage connecting businesses with lenders for factoring and construction financing. We are hiring a detail-oriented Virtual Assistant for a focused 2-hour daily role supporting CRM management and lender package coordination.
RESPONSIBILITIES:
- Review and update lead records in Agile CRM daily
- Prepare and send referral packages to lenders
- Run the daily operations checklist and report status each morning
- Flag any system or pipeline issues to the broker immediately
REQUIREMENTS:
- Excellent written and spoken English
- Experience with CRM systems preferred
- NBI Clearance required before start
- One verifiable outside-Philippines reference required
- Reliable internet and quiet work environment
- Available during US business hours
- Self-directed with zero need for micromanagement
HOW TO APPLY: Include a 60-second voice recording introducing yourself and your available start date with your application.
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