Administrative Assistant Job at CDC Small Business Finance, San Diego, CA

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  • CDC Small Business Finance
  • San Diego, CA

Job Description

The Momentus Capital branded family of organizations - which includes Capital Impact Partners and CDC Small Business Finance and Momentus Securities (an SEC-registered broker-dealer, MSRB-registered, FINRA/SIPC member) - are transforming how capital and investments flow into communities to provide people access to the capital and opportunities they deserve.

We are working to reinvent traditional financial systems and advance locally-led solutions that create economic mobility and generational wealth. Through our continuum of financial, knowledge, and social capital , we offer a comprehensive package of loan products, impact investment opportunities, training and business advising programs, and technology solutions.

Our holistic and streamlined approach offers comprehensive solutions for small business entrepreneurs, real estate developers, community-based organizations, and local leaders at every stage of growth, from inception to expansion. When these leaders have the opportunity to succeed, their communities, their residents – and our country – thrive.

Position Summary

Our organization is seeking an organized, outgoing Office Administrative Professional for Administrative Assistant of Production. In this position you will provide support to loan production staff members internally and remotely. Which includes sales, processing department members and companywide. Staff and Management Teams in a high performing and corporate setting. The position handles a wide variety of responsibilities and tasks to ensure the office runs smoothly and facilitates timely communications. In addition, it requires the initiative to take on projects when workflow is limited.

Essential Responsibilities

  • Assist assigned staff with their clerical and organizational needs.
  • Pull requested reports using various vendor websites such as: SAM, BCR, FEMA, LEXISNEXIS, SBA (for SBSS credit), PACER and more.
  • Draft derogatory explanations as needed based on information from the vendor report.
  • Order tax return transcripts from vendor and compare against tax returns.
  • Enter data into software systems.
  • Process Flood Determination requests for loan production staff.
  • Upload loan documents into document storage software Provides support on projects across Momentus Capital when requested

Requirements

  • Minimum of 2 years of experience as an Office Administrative professional with proven ability managing a busy reception desk/office environment with multiple areas of responsibility. 
  • Flexibility with hours between 8:00 am -5:00 p.m. and/or 8:30am-5:30 p.m. based on business needs
  • Multitasking and time-management skills, with the ability to prioritize tasks.
  • Ability to be resourceful and proactive when issues arise. 
  • Demonstrated use of critical thinking and problem solving.
  • Proficiency in office productivity suites such as MS Outlook, Word, Excel, and Google Workspace. 
  • High School Diploma

Benefits

The Hourly rate for this position is $22.46 - $26.00 and is eligible for an annual incentive.

This role is Hybrid.

All employees must be legally authorized to work in the United States. The Company will not sponsor applicants for work visas.

EEO: Momentus Capital is an equal opportunity employer committed to a diverse work force; and, as such, is fully committed to providing employment for qualified individuals, free from discrimination on the basis of race, color, religion, sex, age, sexual orientation, gender identity, national origin, disability, marital status, pregnancy, childbirth or related medical conditions, or any other protected characteristic established by applicable law.

Job Tags

Hourly pay, Full time, Work at office, Local area, Remote work, Visa sponsorship, Work visa,

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