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Funding/ Submission Specialist

Expert VA

Role overview

Qualifications

  • Strong understanding of the US financial industry, especially related to B2B finance
  • Knowledge of credit ratings and their implications
  • Familiarity with basic standards and practices of financing in the U.S.
  • Salesforce experience is heavily preferred

Responsibilities

  • Review and confirm application information
  • Review waterfall documents to determine appropriate lender for deal submission
  • Collaborate with loan officers, underwriters, and other team members for efficient processing
  • Maintain accurate records of loan applications in Salesforce

Key facts

  • Remote from: Anywhere
  • Full time
  • English

Hard skills

Other skills

  • Multitasking
  • Communication
  • Microsoft Office
  • Problem Solving

About the company

Expert VA logo

Expert VA

Management Consulting

Are you a trailblazer in the real estate sector? Do you yearn to harness more hours in your day, delegating tasks, and focusing on the big picture? Welcome to Expert VA - where your ambitions meet our expertise. Driven by an unwavering dedication to growth, excellence, and hard work, we aren't just another outsourcing agency. We're here to shift paradigms, to reshape the way businesses operate. Imagine a world where your administrative tasks are managed by world-class virtual assistants, where each transaction is coordinated with precision, and where your digital marketing strategy is executed to perfection. That's the world we've built at Expert VA. 📌 Services Designed for Domination: ✔️ Admin REVA: Unleash unparalleled efficiency. ✔️ Executive Assistant: Making leaders more potent than ever. ✔️ Lead Generation: Seizing opportunities at their inception. ✔️ Social Media Management: Carve your legacy in the digital realm. ✔️ Transaction Coordination: Seamless, streamlined, spectacular. ✔️ Digital Marketing: Pioneering strategies to set you apart. ✔️ ISA/OSA: Unlocking the power of insightful interactions. The real estate sector awaits its next set of champions, its visionaries. Are you one? Because with us by your side, you're not just getting tasks done - you're building an empire, fostering customer relationships, and crafting stories that the world will remember.

Company details

IndustryManagement Consulting
Company size11 - 50

Links

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Job description

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




Salary: TBD

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Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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