Benefits:

401(k)

Dental insurance

Health insurance

Opportunity for advancement

Paid time off

Stock options plan

Training & development

Vision insurance

Position Summary This Administrative Assistant role supports executive scheduling, reporting, travel coordination, data management, renewals, vendor coordination, and accounts receivable follow-up. The ideal candidate is detail-oriented, proactive, and ensures nothing falls through the cracks.

Key Responsibilities

Prepare recurring and ad hoc reports using Excel and CRM data

Maintain CRM accuracy and generate basic reports

Manage executive calendars and schedule meetings

Prepare meeting materials and track action items

Coordinate domestic travel arrangements

Monitor aging reports and follow up on past-due invoices

Track and manage company licensing and insurance renewals and related documentation

Coordinate with vendors, manage subscriptions, and maintain vendor records

Maintain organized digital files and documentation

Create materials and presentations using Canva

Qualifications

2+ years of administrative or executive support experience required

Strong proficiency in Microsoft Excel required

Experience working in a CRM system (HubSpot, Salesforce, or similar)

Experience using Canva for presentations or documents required

Experience managing licensing renewals and/or vendor relationships

Excellent written and verbal communication skills

Highly organized with strong attention to detail

Professional, dependable, and proactive

Experience in fintech, commercial real estate, or lending is a plus.

Compensation $45,000 – $60,000 annually, based on experience.

Why Join CommLoan

Growing fintech company in Scottsdale

Direct exposure to leadership

High-performance, collaborative culture

Opportunity for long-term growth