Funding & Processing Specialist

Infusion Capital Group; New York (NY); On-site; USD 60,000 - 85,000; Full time

Job summary

HighRise Capital is seeking an experienced Funding & Processing Specialist to manage MCA and business financing transactions from submission through funding. This is not an entry-level position; prior MCA industry experience is required.

Responsibilities include processing deals, underwriting, document collection, and coordination with brokers, funders, and underwriters. The role demands strong organization, communication, and the ability to manage multiple active transactions.

Qualifications

• Prior MCA/business finance processing experience required.
• Experience submitting deals to funders and underwriting stipulations.
• Strong organizational skills and attention to detail.

Responsibilities

• Process MCA and business financing transactions from submission through funding.
• Review applications and deal packages for completeness.
• Collect and organize bank statements, identification, voided checks, tax returns, and other required documents.
• Package files for underwriting.
• Submit deals to funding partners.
• Track approvals, declines, and outstanding stipulations.
• Communicate stipulations to the sales team and obtain missing documentation.
• Work directly with underwriters and funding partners.
• Coordinate contracts and closing documents.
• Review executed contracts for completeness.
• Coordinate funding calls and verification requirements.
• Track transactions through final funding.
• Maintain accurate deal statuses within the CRM.
• Manage multiple active transactions simultaneously.
• Provide management and sales representatives with updates on pending deals.
• Identify problems that could delay funding and work quickly to resolve them.

Skills

Excellent written communication

Excellent verbal communication

Strong organizational skills

Attention to detail

CRM experience

Tools

CRM software

Job description

• Funding documentation
• Excellent written and verbal communication

Prior Mca / Business Finance Processing Experience Required

HighRise Capital is seeking an experienced Funding & Processing Specialist to manage transactions from submission through funding.

This is NOT an entry-level position.

Candidates MUST have previous hands-on experience processing MCA or business financing transactions. Candidates without relevant industry experience will not be considered.

Responsibilities

• Process MCA and business financing transactions from submission through funding
• Review applications and deal packages for completeness
• Collect and organize bank statements, identification, voided checks, tax returns, and other required documents
• Package files for underwriting
• Submit deals to funding partners
• Track approvals, declines, and outstanding stipulations
• Communicate stipulations to the sales team and obtain missing documentation
• Work directly with underwriters and funding partners
• Coordinate contracts and closing documents
• Review executed contracts for completeness
• Coordinate funding calls and verification requirements
• Track transactions through final funding
• Maintain accurate deal statuses within the CRM
• Manage multiple active transactions simultaneously
• Provide management and sales representatives with updates on pending deals
• Identify problems that could delay funding and work quickly to resolve them

Requirements

REQUIRED EXPERIENCE

Applicants MUST have prior professional experience in MCA, alternative business lending, or commercial finance processing.

We are specifically looking for someone who already understands:

• MCA deal processing
• Submitting deals to funders
• Underwriting stipulations
• Bank statement requirements
• Funding documentation
• Contracts
• Funding calls and verifications
• Working with brokers, funders, and underwriters
• Managing deals from submission through funding

We are not looking to train someone from the ground up. You should be able to step into the position with an existing understanding of the MCA/business finance funding process.

Qualifications

• Previous MCA/business finance processing experience — REQUIRED
• Strong knowledge of the deal submission and funding process
• Excellent organizational skills
• Strong attention to detail
• Ability to manage a large pipeline of active transactions
• Excellent written and verbal communication
• Comfortable working in a fast-paced financial sales environment
• CRM experience
• Ability to work effectively with sales representatives, underwriters, funders, and business owners

Performance Expectations

Performance will be measured by deal turnaround time, file accuracy, stipulation turnaround, funded transactions, deal fallout, and overall pipeline management.

Benefits

• Health Care Plan (Medical, Dental & Vision)
• Retirement Plan (401k, IRA)
• Life Insurance (Basic, Voluntary & AD&D)
• Paid Time Off (Vacation, Sick & Public Holidays)
• Family Leave (Maternity, Paternity)
• Training & Development

Compensation

Competitive base salary plus performance-based bonus opportunities.

Career Growth

Funding & Processing Specialist → Senior Funding Specialist → Processing Manager → Director of Funding Operations