Full-Time Inbox & Due Diligence Assistant
Budget: $2 – $8 AUD
I’m looking for a disciplined operator who can keep my inbox under control and move each private-lending deal toward approval without letting a single document slip through the cracks.
Your core focus will be document coordination: gathering term sheets, valuation reports, borrower financials, and any outstanding items, then making sure they reach the right internal reviewer in the right order. Alongside that, you’ll draft and send clear, professional emails to brokers, borrowers, and colleagues so every stakeholder always knows the next step.
Day-to-day you will:
• Organise and prioritise my email inbox, flagging anything that needs my direct input
• Prepare basic credit files using our existing checklists and templates
• Track deal milestones in a simple spreadsheet so I can see status at a glance
• Follow up relentlessly on missing paperwork or unanswered questions
To excel here you need strong written English, solid business etiquette, and ideally some familiarity with private lending or commercial finance. Organisation, initiative, and follow-through matter more than years of experience.
If you thrive in a fast-moving environment and can show relevant experience handling similar responsibilities, send a brief introduction highlighting that background. I’m aiming for a long-term, full-time collaboration with a consistent workload, so reliability is key.
Your core focus will be document coordination: gathering term sheets, valuation reports, borrower financials, and any outstanding items, then making sure they reach the right internal reviewer in the right order. Alongside that, you’ll draft and send clear, professional emails to brokers, borrowers, and colleagues so every stakeholder always knows the next step.
Day-to-day you will:
• Organise and prioritise my email inbox, flagging anything that needs my direct input
• Prepare basic credit files using our existing checklists and templates
• Track deal milestones in a simple spreadsheet so I can see status at a glance
• Follow up relentlessly on missing paperwork or unanswered questions
To excel here you need strong written English, solid business etiquette, and ideally some familiarity with private lending or commercial finance. Organisation, initiative, and follow-through matter more than years of experience.
If you thrive in a fast-moving environment and can show relevant experience handling similar responsibilities, send a brief introduction highlighting that background. I’m aiming for a long-term, full-time collaboration with a consistent workload, so reliability is key.