The Funding/Submission Specialist reviews application information, determines lender suitability, collaborates with team members, and maintains records in Salesforce while ensuring compliance and security.
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
Similar Jobs
Cloud • Computer Vision • Information Technology • Sales • Security • Cybersecurity
Responsible for planning, deploying, and supporting the CrowdStrike platform. Engage with customers for implementation and troubleshoot issues across various environments.
Top Skills:
BashChefCrowdstrike Falcon PlatformGroup PolicyIbm BigfixLinuxmacOSMcafee EpoPowershellPuppetPythonSccmWindows
Cloud • Computer Vision • Information Technology • Sales • Security • Cybersecurity
Deliver proactive cybersecurity advisory engagements: assess and mature security and incident response programs, develop exercise scenarios, produce high-quality reports and recommendations, identify emerging threats, and contribute thought leadership and internal methodology development. Work closely with customer executives and support engagement leadership to ensure timely delivery.
Top Skills:
AI
Cloud • Computer Vision • Information Technology • Sales • Security • Cybersecurity
Deliver strategic advisory engagements to assess and mature cybersecurity and incident response programs, develop exercise scenarios, produce high-quality reports and recommendations, identify emerging trends, and contribute thought leadership and methodology development. Support engagement leadership, work independently and with teams, and travel to client sites up to 30% of the time. Utilize AI technologies to enhance decision-making and workflows.
Top Skills:
AICrowdstrike
What you need to know about the Austin Tech Scene
Austin has a diverse and thriving tech ecosystem thanks to home-grown companies like Dell and major campuses for IBM, AMD and Apple. The state’s flagship university, the University of Texas at Austin, is known for its engineering school, and the city is known for its annual South by Southwest tech and media conference. Austin’s tech scene spans many verticals, but it’s particularly known for hardware, including semiconductors, as well as AI, biotechnology and cloud computing. And its food and music scene, low taxes and favorable climate has made the city a destination for tech workers from across the country.
Key Facts About Austin Tech
- Number of Tech Workers: 180,500; 13.7% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Dell, IBM, AMD, Apple, Alphabet
- Key Industries: Artificial intelligence, hardware, cloud computing, software, healthtech
- Funding Landscape: $4.5 billion in VC funding in 2024 (Pitchbook)
- Notable Investors: Live Oak Ventures, Austin Ventures, Hinge Capital, Gigafund, KdT Ventures, Next Coast Ventures, Silverton Partners
- Research Centers and Universities: University of Texas, Southwestern University, Texas State University, Center for Complex Quantum Systems, Oden Institute for Computational Engineering and Sciences, Texas Advanced Computing Center
