Virtual Assistant for Funding Company (U.S. Based Only)
Description:
Primo Solution Funding is actively seeking a U.S.-based Full-Time Virtual Assistant to join our remote team. We specialize in Merchant Cash Advances (MCA), SBA Loans, Lines of Credit, and other small business financing solutions. This role requires a sharp, self-motivated professional with exceptional communication skills, attention to detail, and the ability to work quickly and independently. Familiarity with Zoho CRM and the business funding industry is a strong plus.
Key Responsibilities:
Provide daily administrative support to leadership and sales teams
Draft, edit, and manage documents using Microsoft Word, Excel, and Google Docs
Maintain and update client and lead records in Zoho CRM
Assist with application processing, client follow-ups, and lead tracking
Ensure data accuracy and timely reporting
Communicate professionally with clients and internal team members
Complete all assigned tasks efficiently with minimal supervision
Requirements:
Must be based in the United States
Availability to work full-time during Eastern Standard Time (EST) business hours
Excellent written and verbal communication skills
Proficient in Microsoft Office Suite, Google Workspace, and Zoho CRM
Highly organized, responsive, and detail-oriented
Strong time management and problem-solving skills
Experience with MCA, SBA Loans, Lines of Credit, or business funding is a major plus
Preferred Qualifications:
Experience as a virtual assistant, executive assistant, or sales support
Knowledge of small business lending, financial products, or CRM workflows
Comfortable working remotely in a fast-paced, high-volume environment
How to Apply:
Please submit a short cover letter explaining your relevant experience and why you're a great fit for this position. Highlight any experience with Zoho CRM or in the business lending industry.
Compensation: Based on experience
Schedule: Full-Time (40 hours/week) | Must be available during EST business hours
Apply Now
Primo Solution Funding is actively seeking a U.S.-based Full-Time Virtual Assistant to join our remote team. We specialize in Merchant Cash Advances (MCA), SBA Loans, Lines of Credit, and other small business financing solutions. This role requires a sharp, self-motivated professional with exceptional communication skills, attention to detail, and the ability to work quickly and independently. Familiarity with Zoho CRM and the business funding industry is a strong plus.
Key Responsibilities:
Provide daily administrative support to leadership and sales teams
Draft, edit, and manage documents using Microsoft Word, Excel, and Google Docs
Maintain and update client and lead records in Zoho CRM
Assist with application processing, client follow-ups, and lead tracking
Ensure data accuracy and timely reporting
Communicate professionally with clients and internal team members
Complete all assigned tasks efficiently with minimal supervision
Requirements:
Must be based in the United States
Availability to work full-time during Eastern Standard Time (EST) business hours
Excellent written and verbal communication skills
Proficient in Microsoft Office Suite, Google Workspace, and Zoho CRM
Highly organized, responsive, and detail-oriented
Strong time management and problem-solving skills
Experience with MCA, SBA Loans, Lines of Credit, or business funding is a major plus
Preferred Qualifications:
Experience as a virtual assistant, executive assistant, or sales support
Knowledge of small business lending, financial products, or CRM workflows
Comfortable working remotely in a fast-paced, high-volume environment
How to Apply:
Please submit a short cover letter explaining your relevant experience and why you're a great fit for this position. Highlight any experience with Zoho CRM or in the business lending industry.
Compensation: Based on experience
Schedule: Full-Time (40 hours/week) | Must be available during EST business hours
Apply Now