Funding/ Submission Specialist

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 Originally posted on Himalayas