CDC Small Business Finance
Administrative Assistant
CDC Small Business Finance, San Diego, California, United States, 92101
Administrative Assistant Of Production
The Momentus Capital branded family of organizations - which includes Capital Impact Partners and CDC Small Business Finance and Momentus Securities (an SEC-registered broker-dealer, MSRB-registered, FINRA/SIPC member) - are transforming how capital and investments flow into communities to provide people access to the capital and opportunities they deserve. We are working to reinvent traditional financial systems and advance locally-led solutions that create economic mobility and generational wealth. Through our continuum of financial, knowledge, and social capital, we offer a comprehensive package of loan products, impact investment opportunities, training and business advising programs, and technology solutions. Our holistic and streamlined approach offers comprehensive solutions for small business entrepreneurs, real estate developers, community-based organizations, and local leaders at every stage of growth, from inception to expansion. When these leaders have the opportunity to succeed, their communities, their residents
and our country
thrive. Position Summary Our organization is seeking an organized, outgoing Office Administrative Professional for Administrative Assistant of Production. In this position you will provide support to loan production staff members internally and remotely. Which includes sales, processing department members and companywide. Staff and Management Teams in a high performing and corporate setting. The position handles a wide variety of responsibilities and tasks to ensure the office runs smoothly and facilitates timely communications. In addition, it requires the initiative to take on projects when workflow is limited. Essential Responsibilities Assist assigned staff with their clerical and organizational needs. Pull requested reports using various vendor websites such as: SAM, BCR, FEMA, LEXISNEXIS, SBA (for SBSS credit), PACER and more. Draft derogatory explanations as needed based on information from the vendor report. Order tax return transcripts from vendor and compare against tax returns. Enter data into software systems. Process Flood Determination requests for loan production staff. Upload loan documents into document storage software Provides support on projects across Momentus Capital when requested
The Momentus Capital branded family of organizations - which includes Capital Impact Partners and CDC Small Business Finance and Momentus Securities (an SEC-registered broker-dealer, MSRB-registered, FINRA/SIPC member) - are transforming how capital and investments flow into communities to provide people access to the capital and opportunities they deserve. We are working to reinvent traditional financial systems and advance locally-led solutions that create economic mobility and generational wealth. Through our continuum of financial, knowledge, and social capital, we offer a comprehensive package of loan products, impact investment opportunities, training and business advising programs, and technology solutions. Our holistic and streamlined approach offers comprehensive solutions for small business entrepreneurs, real estate developers, community-based organizations, and local leaders at every stage of growth, from inception to expansion. When these leaders have the opportunity to succeed, their communities, their residents
and our country
thrive. Position Summary Our organization is seeking an organized, outgoing Office Administrative Professional for Administrative Assistant of Production. In this position you will provide support to loan production staff members internally and remotely. Which includes sales, processing department members and companywide. Staff and Management Teams in a high performing and corporate setting. The position handles a wide variety of responsibilities and tasks to ensure the office runs smoothly and facilitates timely communications. In addition, it requires the initiative to take on projects when workflow is limited. Essential Responsibilities Assist assigned staff with their clerical and organizational needs. Pull requested reports using various vendor websites such as: SAM, BCR, FEMA, LEXISNEXIS, SBA (for SBSS credit), PACER and more. Draft derogatory explanations as needed based on information from the vendor report. Order tax return transcripts from vendor and compare against tax returns. Enter data into software systems. Process Flood Determination requests for loan production staff. Upload loan documents into document storage software Provides support on projects across Momentus Capital when requested