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Straight Line Source
Administrative Assistant - Sales & Funding Operations
Entry-Level JobVerifiedNo experience needed
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Based on New York data
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What they do
An Administrative Sales Assistant provides administrative support for a sales representative team. Responds to sales representative emails and customer calls. Assists with preparing sales reports. May assist with follow up on sales leads. May assist with placing customer orders or request price information from vendors.
$53,360 / year median in New York
+2% projected growth
Job Description
Administrative Assistant - Sales & Funding Operations @ Straight Line Source Business Funding | Commercial Finance | Full-Time | Career Growth Join a Growing Team That Helps Businesses Succeed Straight Line Source is looking for a highly organized and detail-oriented Administrative Assistant to support our Sales and Funding Operations team. This is an excellent opportunity for someone who enjoys working in a fast-paced office environment, managing documentation, communicating with clients and brokers, while ensuring projects move efficiently from start to finish. You'll play an important role in supporting our Account Executives, Funding Managers, and Operations team by organizing files, processing documentation, communicating with clients, and helping business owners secure the capital they need to grow. Responsibilities Provide administrative support to the sales and funding teams. Organize and review client applications and supporting documents. Request missing documentation from clients. Prepare and submit completed funding packages. Maintain accurate client records using CRM software. Track submissions and monitor application status. Coordinate with lenders, clients, and internal departments. Answer phones and respond to client emails professionally. Schedule appointments and assist with daily office operations. Perform general administrative and clerical duties as needed. Qualifications Previous experience as an Administrative Assistant, Office Administrator, Executive Assistant, Loan Processor, or Customer Service Representative preferred. Strong organizational skills and attention to detail. Excellent written and verbal communication. Ability to prioritize multiple tasks in a fast-paced environment. Proficient with Microsoft Office and Google Workspace. Comfortable learning CRM and document management systems. Positive attitude and willingness to learn. Preferred Experience Experience in any of the following is a plus: Administrative Support Office Administration Financial Services Business Funding Loan Processing Merchant Cash Advance (MCA) Commercial Finance Customer Service Data Entry CRM Software Document Management What We Offer Competitive salary. Performance bonus opportunities. Monday-Friday schedule. Career advancement opportunities. Paid training. Collaborative and supportive team environment. Opportunity to build a long-term career in the financial services industry. Why Straight Line Source? At Straight Line Source, every team member plays a vital role in helping businesses access the capital they need to grow. We believe in teamwork, professionalism, and creating opportunities for our employees to grow alongside our company. If you're organized, dependable, and looking for a career with room for advancement, we'd love to hear from you. Apply today and join the Straight Line Source team!