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:
Strong understanding of the US financial industry, especially related to B2B finance
Knowledge of credit ratings, their implications, and how they impact financing decisions
Ability to review basic qualifications of business bank statements
Familiarity with basic standards and practices of financing of alternative lending markets 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 start-up environment.
Effective and prioritization skills.
Drive to deliver results
Excellent verbal and written communication skills.
Proficiency in Microsoft Office, Outlook, Excel, PowerPoint, and Word.
Highly motivated by the opportunity to earn through results, with a strong determination to successfully process applications and ensure timely funding.
Passionate about achieving targets and consistently exceeding expectations to contribute to personal and company success.
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
Skills Required
- Strong understanding of the US financial industry, especially related to B2B finance
- Knowledge of credit ratings and their implications on financing decisions
- Ability to review basic qualifications of business bank statements
- Familiarity with standards and practices of alternative lending markets 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 start-up environment
- Effective prioritization skills
- Drive to deliver results and motivation to earn through results
- Excellent verbal and written communication skills
- Proficiency in Microsoft Office (Excel, Word, PowerPoint) and Outlook
- Familiarity with Zoho CRM, G Suite, Google Chat, and RingCentral
- Timeliness, commitment, attention to detail, and proactive work style
What We Do
Expert VA LLC provides executive-grade virtual assistant services, offering strategically matched and expertly trained virtual professionals to leaders and businesses to help them reclaim strategic time and improve efficiency.
