Operations Manager - Lending

Role Overview :

We are seeking a meticulous and proactive Admin / Operations Manager to join our team. In this in-office role, you will manage various administrative functions, oversee accounting, human resources, and IT operations, and ensure that our CRM and sales pipeline are up-to-date.

Your contributions will be crucial in maintaining operational efficiency and supporting our team.

Compensation :

$55,000 - $70,000 per year

Responsibilities :

Key Responsibilities :

Administration :

• Develop and implement organizational procedures and systems.
• Manage records and document organization (physical and electronic).
• Oversee office equipment and supplies.
• Handle professional subscriptions, enrollments, and registrations.
• Maintain and enhance workflow procedures.
• Interact with vendors and service providers.
• Manage business insurance renewals.

Sales and CRM Management :

• Interact daily with the sales team to ensure the sales pipeline and CRM data are accurate and up-to-date.
• Monitor CRM systems and support the creation and analysis of sales reports and pipeline metrics.

Accounting :

• Perform bookkeeping tasks including accounts payable and receivable.
• Maintain the time and billing system.
• Process bi-monthly and semi-monthly payrolls.
• Generate invoices and manage fund transfers.
• Produce financial reports as needed.

Support Services :

• Format financial statements and draft communications for clients and financial institutions.
• Prepare supporting documents and schedules for client reviews.
• Handle business entity management, including incorporations and dissolutions.
• Support administrative tasks related to Peer Review and Inspection cycles.

Human Resources :

• Coordinate benefits enrollment, onboarding, recruiting support, and exit interviews.
• Maintain personnel files and employment records.
• Manage employee benefits enrollments and renewals.
• Track staff PTO and daily attendance.

IT :

• Serve as the liaison to IT service providers to ensure system efficiency and security.
• Manage video conference operations and software updates.
• Oversee software installations, license assignments, and password management.

Qualifications :

• 3-5 years of experience in administration, preferably within a business development or financial services environment.
• Experience with CRM systems and reporting tools.
• Ability to excel in a fast-paced environment with tight deadlines.
• Strong organizational skills with the ability to prioritize and multitask effectively.
• Excellent written and verbal communication skills.
• Advanced computer skills and comfort with new technologies.
• Proficiency in Microsoft Office Suite.

About Company

The Accredited Group (TAG) is a boutique business development firm specializing in business loans, mortgages, insurance, and merchant processing.

For over 15 years, we have been dedicated to providing top-notch financial solutions to small businesses across the United States, helping them grow swiftly and effectively.

At TAG, our commitment to exceptional customer service is unwavering our 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.