Funding Coordinator

Elite | Built for What's Next; Kennesaw (GA); On-site; USD 55,000 - 66,000; Full time

Benefits offered by this job

Medical, dental, and vision plans

Life insurance

Disability plans

PTO policy

401K with employer match

Job summary

Elite is seeking an ISO Funding Coordinator to support documentation workflow and boarding of working capital transactions. You will review fraud checks, engage with referral networks, and cover phone/email needs for the team.

The role contributes to a rapidly growing business while upholding stringent documentation procedures and regulatory standards. You will prepare loan documents, ensure all funding requirements are met, and maintain accurate records in the system.

Qualifications

• Minimum 2-4 years of experience in Financial Services, Coordinating, Legal, Banking, Insurance, or a similar field.
• Previous experience as a Funding Coordinator or similar Commercial Lending role preferred.
• Associate's or bachelor's degree preferred.

Responsibilities

• Prepare 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
• Foster good working relationships with internal staff and partners
• Maintain customers and accounts within the system of record
• Generate funding and audit worksheets for Accounting
• Verbally confirm contract terms with the customer

Skills

Attention to detail

Communication

Multitasking

Problem solving

Decision making

Analytical skills

Team collaboration

Time management

Customer service

Education

Associate's degree

Bachelor's degree

Tools

Microsoft Office

Excel

Word

Job description

Position Responsibilities

The ISO Funding Coordinator is accountable for supporting all documentation workflow and boarding of working capital transactions to the system, including critical review of fraud checks. Responsible for building relationships with the referral network and internal team and providing phone/e-mail coverage for the team. Accountable for following documentation procedures to process loan/advance documents, image documents received, and handle funding requests from referral sources. The best candidates will be detail-oriented, comfortable reviewing key provisions of the document with clients prior to funding, team-oriented, and eager to be a part of a rapidly growing business.

Description

The ISO Funding Coordinator is accountable for supporting all documentation workflow and boarding of working capital transactions to the system, including critical review of fraud checks. Responsible for building relationships with the referral network and internal team and providing phone/e-mail coverage for the team. Accountable for following documentation procedures to process loan/advance documents, image documents received, and handle funding requests from referral sources. The best candidates will be detail-oriented, comfortable reviewing key provisions of the document with clients prior to funding, team-oriented, and eager to be a part of a rapidly growing business.

Key Tasks

• Prepare 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
• Foster good working relationships with internal staff and partners
• Maintain customers and accounts within the system of record
• Generate funding and audit worksheets for Accounting
• Verbally confirm contract terms with the customer

Key Performance Indicators

• Monthly applications processed
• Applications processed within SLA
• Monthly dollars funded
• Monthly units funded

Skills & Specifications

• Must be adaptable to change and able to multitask in a fast-paced environment
• Must possess a high attention to detail with excellent organizational and time management skills
• Demonstrate strong work ethic and motivation for personal development, openness to feedback, and willingness to learn
• Ability to think critically and problem-solve creatively
• Ability to independently make decisions and confidently communicate the decision-making process
• Strong analytical and investigative skills
• Demonstrated track record of reliability, accuracy, and productivity
• Demonstrated ability to work effectively within the policies and procedures of a highly regulated industry
• Demonstrated customer service skills, ability to communicate clearly and effectively both internally across teams and externally with partners and customers
• Strong interpersonal skills and emotional intelligence with the ability to work well with and adapt to a variety of personality types
• Excellent verbal and written communication skills
• Required knowledge of computer programs and proficiency in Microsoft Office (Excel and Word)

Education & Qualifications

• Minimum 2-4 years of experience in Financial Services, Coordinating, Legal, Banking, Insurance, or a similar field
• Previous experience as a Funding Coordinator or similar Commercial Lending role preferred
• Associate's or bachelor's degree preferred

Company Summary

Elite is a national provider of small business financing solutions, focused on delivering speed, certainty, and consistency to our partner network across a broad range of credit profiles. We operate in a large and growing industry and are executing a clear strategy to become a core funding partner for our key relationships.

Over the past several years, Elite has built a strong foundation defined by deep partner relationships, disciplined credit performance, and consistent execution. As we enter our next phase of growth, we are intentionally expanding our risk appetite through risk-based pricing, increasing funding capacity, and investing in operational scale, technology, and talent to support higher volumes without sacrificing credit quality or profitability.

At Elite, we believe sustainable growth is achieved by pairing robust partnerships with strong credit judgment and efficient, scalable operations that deliver consistently for our partners. We’re making targeted investments in leadership, staffing, and technology to ensure we can grow responsibly while delivering strong returns and a best-in-class experience.

Elite offers a collaborative, performance-driven environment where team members are empowered to make data-informed decisions. We are committed to developing our people, modernizing our operating model, and positioning Elite as a long-term, trusted funding partner in the small business finance ecosystem.

The company offers a flexible work environment and encourages innovation and team member development. Benefits include medical, dental, and vision plans with HSA and FSA options; life insurance and disability plans; along with a generous PTO policy and employer-match company 401K plan.

Salary Description

$55,000 - $66,000 annually + monthly bonus