Office Admin, ME&E (Valuation Services)
$55,000–$55,000 year
On-siteLehi, Utah, United States
Job Summary
Coordinate incoming appraisal requests, route SBA lending opportunities through HubSpot CRM, and assign projects to the appropriate appraisers. Monitor project timelines, communicate status with internal and external stakeholders, and prepare documentation for equipment liquidation engagements. Manage nationwide travel logistics for field inspections, including flights, hotels, and itineraries, while maximizing travel efficiency and budgets. Prepare Requests for Proposals to industrial auction houses, track responses, and maintain accurate project documentation in HubSpot and Google Drive. Organize trade show logistics and support post-event follow-up activities. This role serves as the operational backbone of the Machinery & Equipment Appraisal division, ensuring projects move efficiently from client intake through delivery.
Required Qualifications
- 3+ years of experience in operations, project coordination, executive administration, or client services
- Experience supporting professional services, financial services, appraisal, legal, banking, or consulting organizations
- Proficiency with Microsoft Office and Google Workspace
- Experience using HubSpot CRM, including pipelines, workflows, and task automation
- Familiarity with SBA lending, commercial appraisals, business valuations, or machinery and equipment appraisals
- Experience coordinating conferences, trade shows, or client events
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