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

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