Administrative Assistant
Job title: Administrative Assistant in San Diego, CA at CDC Small Business Finance
Company: CDC Small Business Finance
Job description: The - which includes and and (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 , 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 SummaryOur 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
- Minimum of 2 years of experience as an Office Administrative professional with proven ability managing a busy reception desk/office environment with multiple areas of responsibility.
- This position is hybrid with the requirement to come on-site during planned/unplanned absences of the primary front desk personnel or as business needs dictate.
- Flexibility with hours between 8:00 am -5:00 p.m. and/or 8:30am-5:30 p.m. based on business needs
- Demonstrated experience answering and directing calls using a multi-line phone system.
- Multitasking and time-management skills, with the ability to prioritize tasks.
- Ability to be resourceful and proactive when issues arise.
- Demonstrated use of critical thinking and problem solving.
- Experience working with multi-function printers, ability to scan and send documents as an email attachment and configure copy settings.
- Proficiency in office productivity suites such as MS Outlook, Word, Excel, and Google Workspace.
- High School Diploma