Job Description

Our team is growing - we're adding a Funding Coordinator! Our Funding Coordinators are accountable for supporting all documentation workflow and onboarding of equipment finance and working capital transactions to the system, including critical review of fraud checks. You’ll be responsible for building relationships with internal and external partners and providing phone/email coverage for the team. This individual is critical in ensuring compliance procedures are followed to process equipment finance documents, reviewing stipulation documents, and handling funding requests from referral sources. The best candidates will be detail-oriented, comfortable reviewing key provisions of the document with clients prior to funding, collaborative, and eager to be a part of a rapidly growing business.

Key Responsibilities

• Prepare and review lease, loan, and business advance documents
• Verify all requirements are met and fraud checks are complete prior to funding
• Ensure compliance with company standards and procedures
• Adhere and verify state titling, usury, and regulatory requirements
• Foster good working relationships with internal staff and partners
• Maintain customers and accounts within system of record
• Verbally confirm contract terms with the customer
• Projects and other duties as required

Skills & Specifications

• 2-5 years of experience in commercial, non-mortgage, lending (preferred)
• Experience working with titled vehicles (preferred)
• Must be able to multitask and be highly adaptable to change
• Must be detail oriented, have excellent organizational and time management skills
• Good interpersonal relationship skills and motivation for personal growth
• Required knowledge of computer and proficient in Microsoft Office (Excel and Word)
• Strong math and analytical skills
• Friendly and personable
• Strong verbal and written communication skills

Education & Qualifications

• 2-4 year degree preferred but not required
• Must be able to work hybrid schedule in-office; this is not a remote work position
• Previous experience in Lending or Equipment FInance in a similar role preferred
• Demonstrated track record of accuracy and productivity

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