• Provide comprehensive administrative and operational support to clients worldwide • Manage calendars, appointments, and meetings • Organize emails and follow ups • Prepare documents, reports, and presentations • Maintain CRM records and assist with improving internal processes • Coordinate with team members for efficient task completion • Schedule and publish social media content

• Coordinate with utility providers to establish, transfer, and discontinue service for residential and commercial properties. • Prepare and enter utility billing data into accounting and property management software. • Research and resolve utility billing discrepancies and service-related issues. • Maintain accurate utility account records, including account numbers, service addresses, and billing information. • Work closely with property management and accounting staff to support utility-related operations. • Maintain organized electronic records and documentation related to utility accounts and vendor communications. • Assist with resident and tenant utility billing processes, including adjustments and account reconciliations.

Role Description As a Chattel Closing Assistant, you will provide support to the Closing team throughout the loan closing and funding process. Working under the direction of the Closing Manager, you will assist with pipeline management, document review, condition collection, borrower and builder communication, and funding preparation. This entry-level role is designed to develop a thorough understanding of all closing and funding functions, with the expectation of learning the full Closing Specialist role and providing pipeline coverage during team member absences. Key Responsibilities - Assist with maintaining loan pipelines and providing status updates to borrowers, builders, and internal partners. - Support the closing and funding process by sending closing documents, tracking signatures, and following up on outstanding requirements. - Collect, review, and organize funding conditions and supporting documentation for accuracy and completeness. - Obtain verifications of employment, address verifications, and other required borrower documentation. - Review signed closing documents and identify missing items or discrepancies for resolution. - Assist with accurately updating loan statuses and clearing funding conditions in accordance with established workflows. - Maintain regular follow-up on document signatures, funding conditions, and loan status updates to support timely funding. - Learn and understand all closing documents, workflows, policies, and funding procedures. - Support funding preparation and communicate clearly and accurately with Accounting and other internal departments as directed. - Adhere to all compliance requirements, service level expectations, and funding timelines. - Provide coverage and support for loan pipelines during Closing Specialist absences and periods of increased volume. - Escalate issues promptly and according to established escalation procedures. - Perform additional duties and special projects as assigned by the Closing Specialists or Closing Manager. Qualifications - Proficient knowledge of Microsoft Office. - High School Diploma (or equivalent) or two years consistent work history is required. - Ability to communicate professionally and effectively with borrowers, builders, and team members to support a positive customer and team experience. - Capable of handling multiple assignments simultaneously while remaining organized and responsive to team needs. - Ability to adjust easily to work situations based on team member, group, or business needs. - Excellent listening, organizational, and time management skills. Benefits - Medical - Dental - Vision - Life Insurance - 401K match - PTO - Sick Time - 10 Paid Holidays - Remote work opportunities

• Own and manage the executive's calendar, balancing competing priorities while protecting strategic focus time • Coordinate meetings across multiple stakeholders and time zones • Anticipate scheduling conflicts and proactively resolve them • Prepare agendas, briefing materials, and supporting documentation before meetings • Ensure the executive is informed, prepared, and operating efficiently throughout each day • Utilize Fireflies or similar AI-powered meeting assistants to capture meeting transcripts • Convert discussions into concise summaries, action items, and executive briefs • Organize documentation and meeting records across internal systems • Track follow-ups, commitments, and deadlines to ensure timely completion • Drive accountability by following up with stakeholders on outstanding action items • Manage and prioritize incoming email communications • Draft professional correspondence on behalf of the executive • Identify urgent matters requiring immediate attention • Maintain a highly organized inbox and ensure timely responses • Support clear communication across internal teams, external partners, and leadership • Coordinate multiple operational initiatives simultaneously while tracking progress against deadlines • Maintain project trackers, timelines, and priority lists • Monitor milestones and proactively identify risks or blockers • Coordinate with cross-functional teams, vendors, consultants, and external partners • Prepare executive status updates, reports, and project summaries • Ensure action items remain on schedule and stakeholders remain aligned • Coordinate domestic travel arrangements, including flights, accommodations, transportation, and itineraries • Manage schedule changes and travel adjustments as needed • Maintain organized travel documentation and itineraries • Process and reconcile expense reports and receipts • Ensure compliance with company policies and reporting requirements • Support weekly planning, prioritization, and operational planning sessions • Organize documentation, trackers, and executive resources • Manage recurring administrative processes and reminders • Serve as a trusted operational partner for executive support and coordination • Continuously improve workflows and identify opportunities to increase operational efficiency