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Expert VA

Expert VA

Submission Coordinator

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Fully RemoteMarketingUnited States

Salary

Not listed

Posted

2h ago

Source

himalayas

Financial ServicesLoan ProcessingLoan CoordinationUnderwriting SupportAlternative Lending

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

Before you apply

  • Confirm attribution model and channel ownership clarity
  • Ask how performance is measured (pipeline vs revenue)
  • Check budget authority for the role's scope

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