This is a remote position.
Day-To-Day:
Review and confirm application information
Review waterfall documents to determine the appropriate lender for deal submission and ensure accurate allocation based on lender criteria.
Financial analysis of bank statements to ensure the financial health of the business meets necessary qualifications.
Send submissions to the lender through the lender’s online portal.
Collaborate with loan officers, underwriters, and other team members for efficient processing.
Leverage analytical skills and think outside the box to navigate complex deal structures, ident
Identify potential roadblocks, and develop innovative solutions that drive deals to successful completion.
Maintain accurate and up-to-date records of loan applications that were submitted.
Stay updated on industry trends, regulations, and best practices related to loan processing and underwriting.
Adhere to compliance guidelines and internal policies to ensure a high level of integrity and risk management.
Requirements
Qualifications:
• Minimum 6 months of experience in a Submission Coordinator, Loan Processing, Funding Coordinator, Underwriting Support, or related role
• Strong understanding of U.S. small business funding and alternative lending (preferred)
• Experience reviewing credit reports and business bank statements
• Excellent organizational, communication, and multitasking skills
• Proficiency with Excel, Microsoft Office, and Google Workspace
Important Notes:
Tools - Zoho CRM, Excel, G suite, Google Chat (Mode of Communication), Ring Central - phone number
Timeliness & Commit
Detail oriented
Proactive
Benefits
-100% Work from Home - 9 am - 6 pm EST- HMO
-Paid Leaves
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