Portfolio Assistant

This is an entry-level administrative position and requires attention to detail, basic Microsoft office skills, and basic math skills. Some of the duties are data entry, use of excel spreadsheets, reviewing documents, copying, scanning, printing, filing.

Duties/Responsibilities:

• Data entry


• Process Document request’s


• Lien release of titles


• Enter information onto excel logs


• Make copies and fax documents


• Filing


• Booking deals in the system


• Sending notices and letters to the customers


• Daily money reconciliations


• Reviewing documents


• Electronic deposits


• Running reports from the system

Education and Experience

• High school diploma


• One or more years administrative work experience (preferred)


• Ethical and professional


• Excellent communication skills are essential