Remote Funding & Submissions Specialist

Lever, Inc.; Portugal; Remote; EUR 32,000 - 42,000; Full time

Benefits offered by this job

Fully remote work environment

HMO coverage

Paid time off (PTO)

Full-time employment opportunity

Job summary

Lever, Inc. partners to fill a Funding/Submission Specialist role based in Portugal. This remote position supports moving U.S.

small business financing applications from submission to funding. You will review application details, coordinate with loan officers and underwriters, and manage documentation in Salesforce and MS Office while ensuring accuracy and timely processing. The role emphasizes compliance, data integrity, and problem-solving in a fast-paced environment, offering full-time

Qualifications

• Experience with U.S. business financing is a plus.
• Strong analytical and problem-solving skills.
• Excellent multitasking, organization, and time-management abilities.

Responsibilities

• 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.

Skills

Analytical skills

Problem-solving

Communication skills

Time management

Multitasking

Tools

Salesforce

MS Office

Excel

Job description

Lever, Inc. partners to fill a Funding/Submission Specialist role based in Portugal. This remote position supports moving U.S.

small business financing applications from submission to funding. You will review application details, coordinate with loan officers and underwriters, and manage documentation in Salesforce and MS Office while ensuring accuracy and timely processing. The role emphasizes compliance, data integrity, and problem-solving in a fast-paced environment, offering full-time