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Submission Coordinator

Expert VA

RemoteUnited StatesentryFull Time
Posted
3 weeks ago
Source
Himalayas

Skills

CommunicationExcelCRM

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 Originally posted on Himalayas

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