Processing Associate

• Manage 40–60 active client files simultaneously while maintaining accuracy and attention to detail.
• Work directly with our network of lending partners to place, process, and fund transactions.
• Efficiently collaborate with the sales team to package and prepare complete files for lender submission.
• Serve as the primary conduit between our sales team and lending partners, ensuring clear communication and timely updates throughout the funding process.
• Track, label, and maintain accurate submission, approval, and funding data within our CRM and internal systems.
• Review files for completeness and proactively request any missing documentation.
• Monitor deal progress, identify roadblocks, and help keep transactions moving toward funding.
• Maintain detailed notes and accurate records in Salesforce.
• Deliver a high level of customer service and professionalism when communicating with internal teams and external partners.

• Exceptional organizational and multitasking skills.
• Ability to manage a high-volume workload without sacrificing quality.
• Strong attention to detail and a sense of urgency.
• Excellent written and verbal communication skills.
• Comfortable working in a fast-paced, team-oriented environment.
• Experience with CRM systems (Salesforce is a plus).
• Previous experience in loan processing, financial services, banking, mortgages, operations, or administrative support is preferred but not required.