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