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Submission Coordinator

Expert VA

Role overview

Qualifications

  • Minimum 6 months of experience in a Submission Coordinator, Loan Processing, Funding Coordinator, Underwriting Support, or related role
  • Strong understanding of U.S. small business funding and alternative lending
  • Experience reviewing credit reports and business bank statements
  • Excellent organizational, communication, and multitasking skills

Responsibilities

  • Review and confirm application information
  • Review waterfall documents to determine the appropriate lender for deal submission
  • Financial analysis of bank statements to ensure the financial health of the business
  • Send submissions to the lender through the lender’s online portal

Key facts

Hard skills

Other skills

  • Microsoft Excel
  • Microsoft Office
  • Organizational Skills
  • Communication
  • Multitasking
  • Timelines
  • Detail Oriented
  • Proactivity

About the company

Expert VA logo

Expert VA

  • Outsourcing & BPO
  • 11–50
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.
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Job description

This is a remote position.

Day-To-Day:

  • Review and confirm application information

  • Review waterfall documents to determine the appropriate lender for deal submission and ensure accurate allocation based on lender criteria.

  • Financial analysis of bank statements to ensure the financial health of the business meets necessary qualifications.

  • Send submissions to the lender through the lender’s online portal.

  • 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, ident

  • Identify potential roadblocks, and develop innovative solutions that drive deals to successful completion.

  • Maintain accurate and up-to-date records of loan applications that were submitted.

  • 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



Qualifications:

• Minimum 6 months of experience in a Submission Coordinator, Loan Processing, Funding Coordinator, Underwriting Support, or related role
• Strong understanding of U.S. small business funding and alternative lending (preferred)
• Experience reviewing credit reports and business bank statements
• Excellent organizational, communication, and multitasking skills
• Proficiency with Excel, Microsoft Office, and Google Workspace

Important Notes:
Tools - Zoho CRM, Excel, G suite, Google Chat (Mode of Communication), Ring Central - phone number 


  • Timeliness & Commit

  • Detail oriented

  • Proactive



Benefits

-100% Work from Home - 9 am - 6 pm EST - HMO

-Paid Leaves

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