FundingLoan Submission Coordinator
FundingLoan Submission Coordinator
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Job Description
This is a remote position.
- Verifying application information
- Send submissions to lender network through SalesForce
- Send submissions through lender portals in accordance with direction from management
- Document verification and packaging
- Bank and financial statement file control in tandem with Ocrolus automation
- May collaborate with loan officers underwriters and other team members for efficient processing.
- Maintain accurate and uptodate records of loan applications approvals and denials.
- 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
- 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 standard and practices of financing in the U.S.
- One to twoplus years of experience working in small business funding.
- Strong multitasking abilities in a highenergy/fastpaced environment.
- Effective and prioritization skills.
- Drive for delivering results
- Excellent verbal and written communication skills.
- Salesforce experience is heavily preferred.
- Proficiency in Microsoft Office Outlook Excel PowerPoint and Word.
- Excellent communication skills
- Attention to detail
- Ability to handle queries professionally and maintain a customer centric approach
- Ability to work independently and collaboratively in a fastpaced environment.
Benefits
- Competitive salary package
- Great culture
- HMO
- PTO
About You You will thrive in this role if you have: Strong understanding of the US financial industry, especially related to consumer finance Knowledge of credit ratings, their implications and how they impact financing decisions Familiarity with basic standard and practices of financing in the U.S. One to two-plus years of experience working in small business funding. Strong multitasking abilities in a high-energy/fast-paced environment. Effective and prioritization skills. Drive for delivering results Excellent verbal and written communication skills. Salesforce experience is heavily preferred. Proficiency in Microsoft Office, Outlook, Excel, PowerPoint, and Word. Desired Skills: Excellent communication skills Attention to detail Ability to handle queries professionally and maintain a customer centric approach Ability to work independently and collaboratively in a fast-paced environment.
Employment Type
Full Time
Company Industry
Financial Services / Insurance Agencies and Brokerages / Investment Banking
