Role Description American Heritage Lending is in search of highly motivated and customer-centric individuals to join our team as Loan Officer Assistants. We are looking for sales professionals who are dedicated to enhancing the customer experience and adept at sourcing and fostering strategic relationships. Essential Duties & Responsibilities - Accurately input new loan applications into the system, ensuring all information is complete and correct. - Assist borrowers in collecting and submitting required initial documentation for loan processing. - Track and organize all submitted documents, ensuring they are uploaded into the system and shared with relevant stakeholders. - Perform quality checks on applications and documentation to identify and address discrepancies before submission. - Monitor loan application pipelines and provide updates to the sales team regarding application statuses and next steps. Operations Coordination - Work closely with the operations team to ensure quick and efficient processing of loan applications. - Act as a liaison to address operational inquiries, troubleshoot issues and escalate concerns when necessary. - Help streamline communication between sales and operations to enhance overall workflow. Customer Interaction - Serve as the primary point of contact for borrowers with simple inquiries, such as updates on their application status or clarification on required documentation. - Provide excellent customer service, ensuring borrowers feel supported and informed throughout the loan process. - Direct complex inquiries to the appropriate loan officer or team member for resolution. CRM Data Management - Maintain a clean and organized database by entering borrower details, monitoring loan statuses and tracking communication records. - Regularly audit CRM records to ensure data accuracy and consistency. - Generate reports and insights from the CRM to support sales strategies and performance tracking. Administrative Support - Follow up on outstanding borrower or partner tasks to ensure timely completion. - Assist the sales team with scheduling, preparing materials and coordinating meetings. - Take on ad hoc tasks and projects assigned by the sales team to support business objectives. Qualifications - Exceptional organizational and multitasking abilities with a keen eye for detail. - Strong communication skills, both written and verbal. - Proficiency in Microsoft Office Suite and CRM systems, experience with loan origination software a plus. - Customer-focused, friendly and professional demeanor. - Eagerness to learn and develop within the investment-purpose lending industry. - Ability to thrive in a fast-paced, deadline driven environment. Requirements - Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job. - Frequently required to sit, stand, kneel, stoop, or squat. - Use hands or fingers to handle or feel objects, tools, or controls. - Reach with hands and arms. - Talk or hear. - Specific vision ability includes close vision, distance vision, color vision, depth perception and the ability to adjust focus. - Occasionally lift and/or move up to 25 pounds. - Ability to analyze situations logically to identify causes and draw solid conclusions. - Ability to anticipate the consequences of a situation. - Ability to modify one’s own behavior to meet expectations of others. - Ability to sustain one’s own emotions from interfering with responding effectively to internal and external customer’s needs. - Displays honesty and trustworthiness; has a sense of personal accountability; maintains a moral conviction to do the right thing. Physical Demands - The physical demands are representative of those that must be met by an employee to successfully perform the essential functions of this job. - While performing the duties of this job, the employee is occasionally required to stand; walk; sit; use hands to finger, handle, or feel objects, tools or controls; reach with hands and arms; climb stairs; balance; stoop, kneel, crouch or crawl; talk or hear; taste or smell. - The employee must occasionally lift and/or move up to 25 pounds. - Specific vision abilities required by the job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus. Work Environment - This job operates in an office setting and largely sedentary, requiring the routine use of a computer and other standard office equipment. - The ability to lift or move up to 20 pounds, bend, reach, and perform manual tasks may also be required. - Remote work is an optional setting. - Work environment characteristics are representative of those that must be met by an employee to successfully perform the essential functions of this job. - While performing the duties of this job, the employee is exposed to weather conditions prevalent at the time. - Business travel may provide for varying degrees of change in the work environment. - The noise level in the work environment is usually moderate. Job Classification Non-Exempt Location Onsite- 19800 MacArthur Blvd., Ste 950, Irvine, CA 92612 Benefits - Medical - Dental - Vision - Matching 401(k) - Basic Life & AD&D - Paid Time Off - Paid Holidays Company Description We are a high-growth Company that doubled our staff in 2022. - Competitive Salary - Wide Product Options - Bridge, Fix and Flip, FHA, VA, Conventional, Non-QM, DCSR, Hard Money Loans and more. - We are not impacted by the volatility of the interest rate. - This Company describes its culture as: Family-Accountability-Integrity-Teamwork-Have fun along the way. Start your career today with American Heritage Lending! Note: Nothing in this job description restricts the company’s right to assign or reassign duties and responsibilities to this position at any time. Reasonable accommodations may be made in appropriate circumstances to enable individuals to perform the essential functions of the position.

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description Our client is a growth-focused firm that partners with entrepreneurs, startups, and small businesses to unlock their full potential. With deep expertise in operations, marketing, finance, and strategy, they offer hands-on support to help our clients build and scale stronger, more resilient companies. You’re a proactive administrative professional who thrives in a remote setup. You’re well-versed in handling routine tasks like inbox and calendar management, procurement, and travel coordination. You're also confident supporting sales activities like research and CRM upkeep. You love creating order, take initiative without being asked, and are comfortable using modern digital tools to manage workflows efficiently. You’re organized, responsive, and thrive on making things run smoothly behind the scenes. What You'll Do - Perform routine administrative tasks including scheduling, file management, and email monitoring - Handle procurement activities such as sourcing and ordering supplies, vendor coordination, and inventory management - Coordinate domestic and international travel arrangements for team members - Manage executive inboxes, prioritize messages, and track follow-up actions - Organize digital files and maintain folder structures across cloud-based platforms - Conduct desk research on prospects, competitors, or industry trends - Support sales outreach through email prospecting, template drafting, and CRM data entry - Help maintain clean and up-to-date records in CRM and project management tools - Assist with preparation of internal documents, presentations, or reports as needed Qualifications - 3+ years of administrative or executive support experience - Strong organizational and communication skills (verbal and written) - Experience with travel booking and vendor procurement - Familiarity with CRM platforms (e.g., HubSpot, Salesforce) and PM tools (e.g., Asana, Trello, ClickUp) - Comfortable navigating cloud-based tools like Google Workspace or Microsoft Office - Proven ability to handle confidential information with discretion - Tech-savvy and adaptable to new tools and processes - Knowledgeable in using AI and automation tools (Zapier, Make, etc.) Benefits - Competitive Compensation: Fair pay for your experience and contributions - Work From Home: 100% remote position - Paid Time Off: 18 paid leaves annually starting on Day 1 - U.S. Holiday Observance: Enjoy U.S. holidays - Free HMO Coverage: Health benefits to support your well-being - Growth-Friendly Environment: Learn and grow alongside a dynamic and driven team

Location: Remote (US or Canada) Type: US - Full-Time; Canada - Independent Contractor About Human Agency We're scaling rapidly and have a growing pipeline of opportunities that demand exceptional talent across disciplines. Our mission is to bring on individuals, from creative producers to technical experts to entrepreneurial leaders, who can help us realize this next chapter of growth. We are a company of doers. Leaders roll up their sleeves, teams work flat, and everyone contributes to what ships. Titles don't insulate us from feedback or basics. We invite critique, learn quickly, and keep raising the bar. The best ideas win here, no matter where they come from, because clients trust us to deliver the strongest outcomes every time. Our clients' missions, products, and bottom lines are sacred. We immerse ourselves in their world, becoming stewards of their goals and partners in solving big problems. Every product, strategy, or asset we create must be both beautiful and functional; practical, usable, and designed for real-world impact. Humans are our most valuable resource, and we only grow by hiring people who push us forward. Across strategy, engineering, design, data, and operations, we seek out teammates who raise the bar and make us better. Always hire up, never down. We partner with organizations of all sizes to explore, design, and implement AI strategies that are secure, scalable, and human-centered. We believe AI should amplify human potential, not replace it, and we build with that conviction in every engagement. From advisory and tooling to implementation and education, we meet clients where they are and help them integrate AI in ways that align with their mission and values. Our goal is to empower teams to work smarter, move faster, and unlock new possibilities through thoughtful, responsible innovation. And through it all, we lead with purpose, love, and adventure. We do meaningful work with people we care about, and we make the ride an adventure worth taking. Because at Human Agency, who we are and how we work are one and the same. The Opportunity You're going to run one of our ventures. Not assist on it. Not support it. Run it. You're a CEO without the title — yet. We hand you a venture, the AI infrastructure to build it faster than anyone else could, and the autonomy to make it work. You own the product. You own the customers. You own the revenue. You own the P&L. This isn't a fellowship or a residency. It's not a training ground. We're looking for someone who has already proven they can take something from zero to real — someone who knows what it feels like to build, ship, sell, and iterate under pressure. Someone who doesn't need a playbook because they've written one before. Human Agency is building multiple ventures simultaneously, and this role exists because we need operators who can move at AI speed. You'll have access to our studio resources, our AI tooling, our network, and our capital. But the decisions are yours. The wins are yours. The failures are yours. If that sounds like freedom, you're right. If it sounds terrifying, you're also right. What You'll Own - Full venture accountability. You're responsible for product direction, customer acquisition, operations, and financial performance. This is your business to build. - AI-native product development. You'll ship product using AI as a core capability from day one — not as a feature, but as the foundation of how you build and scale. - Revenue generation and growth. You're expected to find customers, close deals, deliver value, and build a repeatable growth engine. No one else is doing this for you. - Team building and leadership. As the venture scales, you'll hire and lead a small, high-performing team. You set the culture. You set the standards. - Strategic pivots and decision-making. You'll make calls with imperfect information, kill ideas that aren't working, and double down on what is. Speed and judgment matter more than consensus. - Studio reporting and collaboration. You'll regularly share progress, learnings, challenges, and pivots with the studio leadership. Transparency and intellectual honesty are non-negotiable. Who You Are Experience & Skills - You've run something real before — a startup, a product line, a business unit, or a revenue-generating venture where you owned the outcome. - You have both product instinct and sales instinct. You can build something people want and you can convince them to pay for it. - You're AI-native in your approach to work. You already build with AI tools, not around them. You understand what's possible and you know how to exploit it. - You've managed a P&L or been accountable for financial performance. You understand unit economics, burn rate, and what it takes to make a business sustainable. - You have proof of work. Not a resume full of logos — actual artifacts. Things you've built, shipped, sold, or grown. Show us. Mindset & Traits - You're self-managing and self-directing. No one is going to tell you what to do tomorrow morning. You figure it out and you execute. - You make decisions quickly with incomplete information and you're comfortable being wrong as long as you learn fast and correct course. - You think like an owner, not an employee. You don't wait for permission. You don't need your hand held. You take the problem and you solve it. - You're energized by autonomy and accountability, not paralyzed by it. The idea of running your own thing inside a larger engine excites you, not scares you. - You're intellectually honest about what's working and what isn't. You kill your darlings when the data says so, and you double down when momentum is real. - You want to build something that matters, not just collect a paycheck. You care about the mission, the product, and the people it serves. Compensation & Logistics - Remote position open to candidates based in the US or Canada. - Full-time employment with competitive compensation including base salary, performance-based incentives, and potential equity participation in the venture you build. - Some travel required. Equal Opportunity Commitment Human Agency is an Equal Opportunity Employer. We value diverse perspectives and are committed to building inclusive, high-performing teams where everyone can do their best work.

• Assist BCBAs with documentation and reports • Organize treatment plans and behavior data • Manage scheduling for therapy sessions • Assist with insurance authorization tracking • Prepare ABA session notes and documentation • Maintain electronic medical records • Coordinate communication between therapists and families