Draw Specialist
About The Position
A growing financial services firm in Pasadena is hiring a Draw Specialist to join its team. This is a great opportunity for someone early in their career who is organized, professional, and strong with written communication. In this role, you will help gather documents, track missing information, update internal systems, and communicate regularly by email with clients, contractors, lenders, and team members. Much of the day-to-day work involves following up, staying organized, and making sure the right information gets to the right people. You do not need direct experience in lending, real estate, or construction finance. The team is willing to train someone who is detail-oriented, responsive, comfortable with technology, and eager to learn. This is a strong opportunity for someone who wants to get into the financial services, lending, and real estate industries and grow with a stable company.
Requirements
- Excellent written communication skills, especially email communication
- Strong attention to detail and accuracy
- Highly organized and able to track multiple follow-up items
- Comfortable using Microsoft Outlook, Excel, Word, and internal systems
- Tech-savvy and comfortable learning new software
- Professional, responsive, and comfortable communicating with clients and team members
- Positive attitude and willingness to learn
Nice To Haves
- Administrative, customer service, office support, project coordination, accounting, title, escrow, lending, real estate, construction, or professional services experience is helpful
Responsibilities
- Send and respond to email communication with clients, contractors, lenders, and internal team members
- Request missing documents and follow up on outstanding items
- Review incoming documents for completeness
- Track project updates and document status in internal systems
- Enter and update information accurately
- Help organize project files and maintain clean records
- Review basic invoices, budgets, contracts, lien waivers, and supporting documents
- Flag missing information or discrepancies for the team
- Help keep projects moving through the process
- Support reporting, quality control, and special projects as needed
Benefits
- Medical, dental, and vision insurance
- 401(k) with 5% match
- PTO and holidays
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
