Funding/ Submission Specialist

Expert VA LLC; United States; On-site; USD 42,000 - 65,000; Full time

Job summary

Zohorecruit is seeking a proactive loan processor to support deal submissions, review applications, and determine the best lender per criteria. You will collaborate with loan officers and underwriters to ensure timely funding and accurate record-keeping.

In this role you will leverage Salesforce and MS Office to manage submissions and document control, stay updated on industry regulations, and help drive successful financing outcomes for business clients.

Qualifications

• 1–2+ years in small business funding is preferred.
• Strong understanding of US financial industry and credit ratings.
• Proficient with Salesforce, MS Office, Outlook and Excel.

Responsibilities

• Review and confirm application information.
• Review waterfall documents to determine the appropriate lender for deal submission.
• Send submissions to the lender through Salesforce.
• Perform bank and financial statement file control with Ocrolus automation.
• Collaborate with loan officers, underwriters, and team members for efficient processing.
• Use analytical skills to navigate complex deal structures and drive deals to completion.
• Maintain accurate records of loan applications, approvals, and denials in Salesforce.
• Stay updated on industry trends, regulations, and best practices in loan processing.

Skills

US financial industry

Credit ratings

Financing in US

Small business funding

Multitasking

Prioritization

Verbal & written communication

Salesforce experience

Microsoft Office

Tools

Salesforce

Microsoft Office

Outlook

Excel

Job description

Your day-to-day activities will revolve around:

• Review and confirm application information
• Review waterfall documents to determine the appropriate lender for deal submission and ensure accurate allocation based on lender criteria.
• Send submissions to the lender through SalesForce
• Bank and financial statement file control in tandem with Ocrolus automation
• Collaborate with loan officers, underwriters, and other team members for efficient processing.
• Leverage analytical skills and think outside the box to navigate complex deal structures, identify potential roadblocks, and develop innovative solutions that drive deals to successful completion.
• Maintain accurate and up-to-date records of loan applications, approvals, and denials in SalesForce as they come in
• Stay updated on industry trends, regulations, and best practices related to loan processing and underwriting.
• Adhere to compliance guidelines and internal policies to ensure a high level of integrity and risk management.

Requirements

About You

You will thrive in this role if you have:

• Strong understanding of the US financial industry, especially related to B2B finance
• Knowledge of credit ratings, their implications, and how they impact financing decisions
• Familiarity with basic standards and practices of financing in the U.S.
• One to two-plus years of experience working in small business funding (preferred but not required).
• Strong multitasking abilities in a high-energy/fast-paced environment.
• Effective and prioritization skills.
• Excellent verbal and written communication skills.
• Salesforce experience is heavily preferred.
• Proficiency in Microsoft Office, Outlook, Excel, PowerPoint, and Word.
• Highly motivated by the opportunity to earn through results, with a strong determination to successfully close deals and ensure timely funding.
• Passionate about achieving targets and consistently exceeding expectations to contribute to personal and company success.