Funding/Submission Specialist (Fully Remote)

Partner Company; United States; Remote; USD 70,000 - 100,000; Full time

Benefits offered by this job

Fully remote work environment

HMO coverage

Paid time off

Job summary

Partner Company in the United States is seeking a Financing Associate to support the end-to-end review and submission of small business loan applications. This full-time, fully remote position emphasizes accuracy, lender criteria alignment, and efficient processing.

You will analyze waterfall documents, verify data, and submit applications through Salesforce, monitoring progress and keeping stakeholders informed.

Qualifications

• Strong understanding of U.S. B2B and small business financing.
• Familiarity with credit ratings and U.S. financing standards.
• Experience with Salesforce and Microsoft Office preferred.
• Fully remote work environment with HMO coverage.
• Paid time off and full-time employment opportunity.
• Develop expertise in U.S. business financing and funding operations.

Responsibilities

• Review and verify application information for completeness and accuracy.
• Analyze waterfall documents and lender criteria to determine proper deal allocation.
• Submit financing applications to lenders through Salesforce and monitor progress.

Skills

US B2B financing

Small business financing

Credit ratings knowledge

Financial analysis

Tools

Salesforce

Microsoft Office

Job description

• Review and verify application information for completeness and accuracy.
• Analyze waterfall documents and lender criteria to determine proper deal allocation.
• Submit financing applications to lenders through Salesforce and monitor progress.

Requirements:

• Strong understanding of U.S. B2B and small business financing.
• Familiarity with credit ratings and U.S. financing standards.
• Experience with Salesforce and Microsoft Office preferred.
• Fully remote work environment with HMO coverage.
• Paid time off and full-time employment opportunity.
• Develop expertise in U.S. business financing and funding operations.

Partner Company

The company is a partner firm specializing in business financing solutions. They operate remotely with a focus on efficient processing and funding of small business loans.