The Funding/Submission Specialist reviews application information, determines lender suitability, collaborates with team members, and maintains records in Salesforce while ensuring compliance and security.
This is a remote position.
Day-To-Day:
Your day-to-day activities will revolve around:
- Review and confirm application information
- Review waterfall documents to determine the appropriate lender for deal submission and ensure accurate allocation based on lender criteria.
- Send submissions to the lender through SalesForce
- Bank and financial statement file control in tandem with Ocrolus automation
- 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, identify potential roadblocks, and develop innovative solutions that drive deals to successful completion.
- Maintain accurate and up-to-date records of loan applications, approvals, and denials in SalesForce as they come in
- 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
About You
You will thrive in this role if you have:
- Strong understanding of the US financial industry, especially related to B2B finance
- Knowledge of credit ratings, their implications, and how they impact financing decisions
- Familiarity with basic standards and practices of financing in the U.S.
- One to two-plus years of experience working in small business funding (preferred but not required).
- Strong multitasking abilities in a high-energy/fast-paced environment.
- Effective and prioritization skills.
- Drive to deliver results
- Excellent verbal and written communication skills.
- Salesforce experience is heavily preferred.
- Proficiency in Microsoft Office, Outlook, Excel, PowerPoint, and Word.
- Highly motivated by the opportunity to earn through results, with a strong determination to successfully close deals and ensure timely funding.
- Passionate about achieving targets and consistently exceeding expectations to contribute to personal and company success.
Benefits
- HMO
- PTO
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Ranked among the hottest tech cities in 2024 by CompTIA, Charlotte is quickly cementing its place as a major U.S. tech hub. Home to more than 90,000 tech workers, the city’s ecosystem is primed for continued growth, fueled by billions in annual funding from heavyweights like Microsoft and RevTech Labs, which has created thousands of fintech jobs and made the city a go-to for tech pros looking for their next big opportunity.
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