Funding/Submission Specialist

📋 Description

• Review and verify application information for completeness and accuracy.
• Analyze waterfall documents and lender criteria to determine the appropriate lender and ensure
• Submit financing applications to lenders through Salesforce and monitor submissions as they
• Manage bank statements and financial documentation in coordination with automated tools and
• Collaborate with loan officers, underwriters, and other team members to support efficient
• Analyze complex deal structures, identify potential roadblocks, and develop practical solutions to

🎯 Requirements

• Strong understanding of the U.S. financial services industry, particularly B2B and small business
• Knowledge of credit ratings, their implications, and their role in financing decisions.
• Familiarity with fundamental U.S. financing standards and practices.
• One to two-plus years of experience in small business funding is preferred but not required.
• Experience with Salesforce is strongly preferred.
• Strong analytical and problem-solving skills, with the ability to navigate complex financing

🎁 Benefits

• Fully remote work environment.
• HMO coverage.
• Paid time off (PTO).
• Full-time employment opportunity.
• Opportunity to develop experience in U.S. business financing and funding operations.
• Results-oriented environment with opportunities to contribute directly to successful deal outcomes.