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Virtual Assistant for Funding Company (U.S. Based Only)

Remote, USA Full-time Posted 2025-11-03
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 Job!  

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