Finance Operations / Admin Manager

About the Role:
We are seeking a meticulous and reliable Operations Manager to support our loan processing and administrative functions. This role involves coordinating with clients, funders, lawyers, and internal teams to ensure smooth end-to-end handling of financing transactions. The ideal candidate should be detail-oriented, responsible, and able to handle multiple tasks efficiently.

Key Responsibilities:

• Manage banking transactions and maintain accurate records in CRM (e.g., Google Sheets)
• Process incoming payments and allocate to invoices and investors appropriately
• Prepare and issue invoices, payment receipts, and statements of account
• Draft and generate loan documents with a given template provided
• Purchase company and property documents from platforms such as ACRA, SLA, and EIS
• Coordinate with investors on participation structure
• Liaise with clients to remind and follow up on due payments
• Arrange and attend client signings, either virtually (Zoom) or on-site with legal representatives
• Coordinate with brokers and collect required documentation for compliance
• Support ad-hoc administrative, operational, and client-facing duties as needed

Requirements:

• Prior experience in operations, admin, legal, or finance support preferred
• Strong organizational skills with a keen eye for detail
• Proficient in Google Workspace (Sheets, Docs, Gmail, Calendar)
• Able to work independently and communicate effectively with clients and stakeholders
• Comfortable handling confidential information
• Willing to travel for on-site client appointments when required

Bonus Points:

• Familiarity with legal or loan documentation
• Experience working in a lending, brokerage, or legal environment