Funding Coordinator - Growth, Bonus & Benefits

FairSquare

Orlando (FL)

On-site

USD 51,000 - 57,000

Full time

5 days ago
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Benefits offered by this job

Bonus
401(k) match
Health benefits
Amazing culture
Growth opportunities

Job summary

National Funding in Maitland, FL is seeking a Funding Coordinator to work onsite in a full-time role. You will manage documentation, verify accuracy, and coordinate with sales, brokers and credit to fund loan transactions.

The ideal candidate has 2+ years in an office and customer service environment, strong communication, and proficiency with Microsoft Office and CRM systems (Salesforce preferred). The position offers an hourly pay range of $24.50-$27.40 with annualized $51,000-$57,000, plus

Qualifications

  • 2+ years of experience in an office and customer service environment.
  • Understand the structure of a working capital business loan.
  • Thrive in a fast-paced, deadline-driven environment.
  • Build strong, professional relationships with internal sales staff, broker partners, and credit teams.
  • Strong oral and written communication skills.
  • Proficient with Microsoft Office (Adobe/Word/Excel) and Outlook for email.
  • Experience with CRM systems, especially Salesforce (preferred).
  • Demonstrates commitment to confidentiality and sound judgment.

Responsibilities

  • Generates documents using Adobe Sign platform and addendums, organizing missing information to fund each loan transaction.
  • Audits incoming signed documents for legitimacy and accuracy per guidelines.
  • Apply fraud prevention techniques from training for each loan transaction.
  • Executes verification calls with banks during due diligence process.
  • Confirms terms with borrower and verifies signer identity on the agreement.
  • Verifies customer and business information using the internet and third-party sources.
  • Interprets a credit approval and gathers supporting documentation to clear stipulations.
  • Collaborates with sales, brokers, and credit teams to fund each loan transaction.
  • Funds all working capital packages within the designated SLA.
  • Performs other duties as assigned.

Skills

Customer service
Office experience
Communication
Team collaboration

Tools

Salesforce (preferred)
Microsoft Office
Adobe
Outlook

Job description

National Funding in Maitland, FL is seeking a Funding Coordinator to work onsite in a full-time role. You will manage documentation, verify accuracy, and coordinate with sales, brokers and credit to fund loan transactions.

The ideal candidate has 2+ years in an office and customer service environment, strong communication, and proficiency with Microsoft Office and CRM systems (Salesforce preferred). The position offers an hourly pay range of $24.50-$27.40 with annualized $51,000-$57,000, plus

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