Funding/ Submission Specialist

Lever, Inc.; España; A distancia; EUR 40.000 - 68.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Fully remote work environment

HMO coverage

Paid time off (PTO)

Full-time employment opportunity

US financing exposure

Descripción de la vacante

Lever, Inc. is seeking a Funding/Submission Specialist based in Spain for a fully remote role that handles submission through funding. You will review application data, assess lender requirements, and allocate deals accordingly while coordinating with loan officers and underwriters.

The position blends financial analysis with process coordination, documentation management, and problem-solving in a fast-paced environment using Salesforce and other digital tools.

Formación

• Strong understanding of U.S. business financing and small business funding.
• Experience with reviewing applications for completeness and accuracy.
• Familiarity with lender criteria and waterfall documents.

Responsabilidades

• Review and verify application information for completeness and accuracy.
• Analyze waterfall documents and lender criteria to assign deals correctly.
• Submit financing applications through Salesforce and monitor progress.
• Manage bank statements and financial docs with file-control processes.
• Collaborate with loan officers, underwriters, and teammates for efficient processing.
• Analyze complex deal structures and identify roadblocks to move deals forward.
• Maintain up-to-date records of applications, approvals, and denials in Salesforce.
• Stay informed on industry trends, regulations, and financing practices.
• Follow compliance requirements to support risk management.

Conocimientos

Financial analysis

Salesforce

Deal submission

Documentation management

Stakeholder coordination

Herramientas

Salesforce

Microsoft Office

Descripción del empleo

This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Funding/Submission Specialist based in Spain.

This remote role supports the efficient movement of business financing applications from submission through funding.
You will review application details, assess lender requirements, and determine the appropriate placement for each deal.
Working closely with loan officers, underwriters, and other stakeholders, you will help keep submissions accurate, complete, and moving forward.
The position combines financial analysis, process coordination, documentation management, and problem-solving in a fast-paced environment.
You will use Salesforce and other digital tools to manage submissions, financial records, approvals, and denials.
Your attention to detail and understanding of U.S. business finance will help identify potential roadblocks and support successful deal outcomes.
This is an opportunity for a motivated professional to contribute directly to timely processing and funding while developing expertise in small business financing.

Accountabilities:

• Review and verify application information for completeness and accuracy.
• Analyze waterfall documents and lender criteria to determine the appropriate lender and ensure accurate deal allocation.
• Submit financing applications to lenders through Salesforce and monitor submissions as they progress.
• Manage bank statements and financial documentation in coordination with automated tools and established file-control processes.
• Collaborate with loan officers, underwriters, and other team members to support efficient application processing.
• Analyze complex deal structures, identify potential roadblocks, and develop practical solutions to move transactions toward completion.
• Maintain accurate and up-to-date records of applications, approvals, and denials in Salesforce.
• Stay informed about relevant industry trends, regulations, and financing practices.
• Follow compliance requirements and internal policies to support effective risk management and operational integrity.

Requirements:

• Strong understanding of the U.S. financial services industry, particularly B2B and small business financing.
• Knowledge of credit ratings, their implications, and their role in financing decisions.
• Familiarity with fundamental U.S. financing standards and practices.
• One to two-plus years of experience in small business funding is preferred but not required.
• Experience with Salesforce is strongly preferred.
• Strong analytical and problem-solving skills, with the ability to navigate complex financing scenarios.
• Excellent multitasking, organization, prioritization, and time-management abilities in a fast-paced environment.
• Strong verbal and written communication skills.
• Proficiency with Microsoft Office, including Outlook, Excel, PowerPoint, and Word.
• Results-oriented mindset with the motivation to meet targets, close deals, and support timely funding.
• Ability to work independently while collaborating effectively with multiple stakeholders.

Benefits:

• Fully remote work environment.
• HMO coverage.
• Paid time off (PTO).
• Full-time employment opportunity.
• Opportunity to develop experience in U.S. business financing and funding operations.
• Results-oriented environment with opportunities to contribute directly to successful deal outcomes.

How Jobgether works:

We use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team.

We appreciate your interest and wish you the best!

Why Apply Through Jobgether?

Data Privacy Notice: By submitting your application, you acknowledge that Jobgether will process your personal data to evaluate your candidacy and share relevant information with the hiring employer. This processing is based on legitimate interest and pre-contractual measures under applicable data protection laws (including GDPR). You may exercise your rights (access, rectification, erasure, objection) at any time.

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