Office Administrator

hace 3 semanas


Mexico City LaTeam Partners A tiempo completo

Modality: 100% Remote – Full-time (EST business hours) Note: CVs must be submitted in English and free of grammatical or typographical errors. About the Company Ubridge Private Lending is a Miami-based private lending firm specializing in real estate investment loans. The company is expanding its remote operations and is seeking a highly organized, proactive, and detail-oriented Office Administrator to support servicing, administration, compliance, marketing coordination, and CRM/software management. This role does not involve loan origination. Role Objective The position will maintain operational excellence across servicing, compliance, insurance tracking, CRM management, marketing coordination, and internal reporting. This person will be the operational backbone of the lending team, ensuring all files are updated, deadlines are met, and communication flows efficiently. Key Responsibilities 1. Software & CRM Management Maintain Baseline and CRM systems fully updated at all times. Upload and organize documents for each loan file. Record payments, interest, extensions, and draws. Create weekly reports and maintain clean dashboards. Monitor payments, late fees, and delinquencies. Manage renewals and extensions. Process construction draws, verifying photos and invoices. 3. Insurance Management Verify active insurance policies for every file. Renew policies ahead of expiration. Upload new policies and track critical dates. 4. Compliance Update KYC/AML documentation for investors and borrowers. Maintain W-9, W-8, EIN, and corporate records up to date. Ensure all loan files are fully complete (appraisal, insurance, title, closing docs). 5. Contact Database & First Contact Maintain and grow the database of brokers, wholesalers, GCs, and realtors. Make professional first contact (non-originator role). Log interactions and updates in the CRM. 6. Marketing Coordination Prepare segmented lists for marketing campaigns. Coordinate posts or content when required. Generate short outreach performance summaries. 7. Research Research new markets, brokers, and wholesalers. Organize weekly priorities: payments, expirations, insurance renewals. Maintain daily communication via WhatsApp/Zoom. Requirements Strong experience working with CRM systems (Baseline is a strong plus). Advanced skills in Google Drive, Google Sheets, and Excel. Highly organized, detail-oriented, and proactive. Advanced English (C1) for communication and documentation. Ability to work independently in a fast-paced environment. Must be based in Latin America (LATAM). KPIs for Success 100% of loan files fully updated and compliant. Zero expired insurance policies. KYC/AML completed and current for all parties. Weekly reports delivered on time. Continuous monthly growth of the contact database. #J-18808-Ljbffr


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