Administrative Assistant - Business Finance

Company: The Accredited Group
Location: Melville
Posted on: January 21, 2025

Job Description:

The Accredited Group is looking for a reliable Administrative Assistant for our business finance division to perform initial reviews and submit files for business or individual loans. You will undertake an intermediary role between potential clients and our financial institution. The goal is to help qualified applicants obtain loans in a timely manner and protect our organization's credibility. Administrative Assistant duties and responsibilities will include financial document and credit analysis, data entry, and preparing files for Processor and Underwriting review.



You must answer the distance screening question, and only those within 30 miles of the office will be considered.



This is NOT a remote position.

Benefits:



--- 401(k)
--- Health insurance
--- Paid time off
--- Referral program

Physical Setting:

--- Office

Schedule:

--- Monday to Friday

Education:

--- High school or equivalent (Preferred)

Work Location: In person

Responsibilities:
--- Manage a large pipeline while meeting product-specific turn-time requirements
--- Perform a thorough review and analysis of borrowers' credit, employment, income, and assets as required by the particular loan program before submitting to underwriting
--- Order all required verifications, documentation, and subsequent follow-ups and ensure all timeframes and compliance requirements are being met
--- Requesting and following up on required documentation
--- Communicate with all parties involved in the transaction to keep them informed of the file status
--- Other projects and duties as assigned

Qualifications:
--- Detail-oriented and extremely well organized
--- Effective written and verbal communication skills
--- Possess excellent follow-up, planning, prioritization, organizational, and excellent time management skills
--- Able to work independently and proactively, prioritizing workload and handling multiple tasks
--- Must be flexible and able to work in a fast-paced environment.
--- Previous knowledge of business financing and commercial lending is preferred but not required
--- Previous experience working with a sales team is preferred but not required

About Company:
The Accredited Group is a boutique business development firm specializing in business loans, mortgages, insurance, and merchant processing. For over 17 years, we have been dedicated to providing top-notch financial solutions to small businesses across the United States, helping them grow swiftly and effectively. Our commitment to exceptional customer service is unwavering clients always come first. The Accredited Group is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

Keywords: The Accredited Group, East Orange , Administrative Assistant - Business Finance, Administration, Clerical , Melville, New Jersey