Hire Overseas
Finance / FinServ
Inbox&CRMCoordinator(LendingOperations)
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Inbox & CRM Coordinator (Lending Operations) at Hire Overseas. Skills: Inbox Monitoring, Lender Communication, CRM Management, Record Keeping, Deal Scrubbing, Lender Submissions. monitoring the lender reply inbox daily. keeping the CRM accurate and up to date”
What You'll Achieve.
keeping a high-volume inbox and CRM clean without dropping details; ensure nothing is missed or left unaddressed; Update the CRM accurately and consistently after every lender interaction; Maintain clean records on deal status, follow-up dates, and lender responses; Ensure CRM data reflects real-time deal status so the team always has a clear picture
Industry & Context.
Submit a short Loom video (1 to 2 minutes) introducing yourself, describing any experience you have in the MCA or lending space, and explaining how you manage a high-volume inbox or CRM in your current or previous role, Only candidates who submit a Loom video will be moved to the next step of the hiring process.
What They're Looking For.
Must Have
organizational skills and the ability to manage a high-volume inbox without losing track of details, CRM proficiency and a habit of keeping records clean, current, and accurate, Responsive and reliable: you check the inbox, you update the CRM, and you close loops without being reminded, Clear written English communication skills for internal coordination and lender correspondence, Ability to learn quickly and take on more responsibility as you get up to speed
Nice to Have
Prior experience in the merchant cash advance, alternative lending, or financial services space strongly preferred, Hands-on experience scrubbing MCA deals or reviewing bank statements, Familiarity with lender appetite and deal matching in the MCA space, Experience working within a submissions or funding team at an ISO or MCA shop
What You'll Do.
monitoring the lender reply inbox daily
keeping the CRM accurate and up to date
scrubbing deals before submission
sending deals out to lenders directly
Monitor the shared lender reply inbox daily and ensure nothing is missed or left unaddressed
Track and organize incoming lender responses across active deals
Flag promising lender feedback and deal responses to the submissions team promptly
Keep communication threads organized and easy to reference across active submissions
Update the CRM accurately and consistently after every lender interaction
Maintain clean records on deal status
Help manage the submission workflow across all active deals in the pipeline
Ensure CRM data reflects real-time deal status so the team always has a clear picture
Learn to review and scrub deals before they go out to lenders
Match deals with appropriate lenders based on deal profile and lender appetite
Send deals out to lenders once you have a solid understanding of the process
Develop the ability to read bank statements and make a basic judgment on deal quality over time
How You'll Work.
Team & Collaboration
internal coordination; lender correspondence
Communication Scope
Clear written English communication skills
Full Job Description
We're looking for an **Inbox and CRM Coordinator** to join a fast-moving merchant cash advance operation. This role starts with two core responsibilities: monitoring the lender reply inbox daily and keeping the CRM accurate and up to date. As you get comfortable with how deals move through the pipeline, you will grow into scrubbing deals before submission and eventually sending deals out to lenders directly. This role is ideal for someone who has worked in the MCA or alternative lending space and understands how deals flow from submission through lender response. If you are organized, responsive, and can keep a high-volume inbox and CRM clean without dropping details, this role is a strong fit. ### Why You'll Want to Join * You will be paid in **USD** (bi-monthly: every 15th and 30th) * **Paid Time Off** in accordance with company policy * Observance of **Holidays** per company guidelines * **100% remote setup** so you can work wherever you're most productive * Clear growth path from inbox and CRM management into deal scrubbing and lender submissions * Direct exposure to an active MCA pipeline with real deal volume from day one ### What You'll Work On **Inbox Monitoring and Lender Communication** * Monitor the shared lender reply inbox daily and ensure nothing is missed or left unaddressed * Track and organize incoming lender responses across active deals * Flag promising lender feedback and deal responses to the submissions team promptly * Keep communication threads organized and easy to reference across active submissions **CRM Management and Record Keeping** * Update the CRM accurately and consistently after every lender interaction * Maintain clean records on deal status, follow-up dates, and lender responses * Help manage the submission workflow across all active deals in the pipeline * Ensure CRM data reflects real-time deal status so the team always has a clear picture **Deal Scrubbing and Submissions (After Training)** * Learn to review and scrub deals befor
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