Operations & Loan Admin Specialist

TaliMar Financial Inc.; San Diego (CA); In loco; USD 36.000 - 41.000; Tempo pieno

Vantaggi offerti da questo lavoro

Health, dental & retirement plans

Professional growth opportunities

Collaborative work environment

Exposure to multiple business areas

Descrizione del lavoro

TaliMar Financial is seeking an organized, detail‑oriented Operations Assistant to support management and assist with daily operations in a growing financial services business based in San Diego. The role spans administrative work, loan operations, document management, and special projects, requiring flexibility to shift between priorities and tasks as needs evolve.

The ideal candidate is dependable, professional, and capable of maintaining accuracy across a range of duties while gaining broad

Competenze

• Strong organizational skills with exceptional attention to detail.
• Professional appearance, demeanor, and communication.
• Strong written and verbal communication abilities.
• Ability to listen carefully, follow instructions, and implement direction promptly.
• Comfortable working in a dynamic environment with shifting priorities.
• Ability to manage multiple assignments and meet deadlines.
• Proficiency with Microsoft Outlook, Word, and Excel.

Mansioni

• Provide day‑to‑day support to management and organize files and records.
• Assist with scheduling, materials preparation, and correspondence.
• Handle confidential information with discretion and professionalism.
• Create, organize, and maintain loan and other business documents.
• Monitor and update project lists, deadlines, and follow‑ups.
• Support operational functions and assist with special projects as needed.

Conoscenze

Organizational skills

Attention to detail

Professional communication

Multitasking

Time management

Adaptability

Independent work

Team collaboration

Formazione

Degree in business/finance/accounting or related field

Strumenti

Microsoft Outlook

Microsoft Word

Microsoft Excel

Descrizione del lavoro

TaliMar Financial is seeking an organized, detail‑oriented Operations Assistant to support management and assist with daily operations in a growing financial services business based in San Diego. The role spans administrative work, loan operations, document management, and special projects, requiring flexibility to shift between priorities and tasks as needs evolve.

The ideal candidate is dependable, professional, and capable of maintaining accuracy across a range of duties while gaining broad