Merchant Cash Advance (MCA) Processor

Infusion Capital Group; New York (NY); On-site; USD 52,000 - 72,000; Full time

Benefits offered by this job

Competitive salary and bonuses

Health, dental, and vision insurance

401(k) retirement plan

Paid time off and holidays

Clear growth opportunities to Senior/”

Supportive team in a growing industry

Job summary

Infusion Capital Group is seeking a detail-oriented Processor to review deal submissions, verify merchant and owner data, and coordinate with ISOs, brokers, and merchants. You will manage documents, contracts, and e-signatures, while supporting underwriting and funding teams.

The role requires strong attention to detail, multitasking in a fast-paced environment, and proficiency with MS Office/Google Workspace and e-signature tools.

Qualifications

• 1+ year of experience as a processor in MCA, small business lending, or alternative finance.
• Reading and reviewing business bank statements.
• Strong attention to detail and organizational skills.
• Clear, professional written and verbal communication.
• Comfortable managing multiple deals at once in a fast-paced environment.
• Proficiency with Microsoft Office/Google Workspace and e-signature tools.

Responsibilities

• Review new deal submissions for completeness (applications, bank statements, IDs, voided checks, etc.).
• Communicate with ISOs, brokers, and merchants to collect missing documents and clarify information.
• Organize files and prepare them for underwriting review.
• Verify merchant and owner information, including business details, ownership, and bank account data.
• Prepare, send, and track contracts and e-signatures.
• Complete pre-funding checklists and coordinate with the funding team.
• Update deal statuses and notes accurately in the CRM/loan management system.
• Follow compliance procedures, including document verification and fraud-prevention protocols.
• Meet daily and weekly processing targets while maintaining a high level of accuracy.

Skills

Attention to detail

Organizational skills

Written and verbal communication

Multitasking in fast-paced environment

Tools

Microsoft Office/Google Workspace

e-signature tools

Salesforce

Centrex/Pipeline/Fusion CRM

Job description

• Review new deal submissions for completeness (applications, bank statements, IDs, voided checks, etc.)
• Communicate with ISOs, brokers, and merchants to collect missing documents and clarify information
• Organize files and prepare them for underwriting review
• Verify merchant and owner information, including business details, ownership, and bank account data
• Prepare, send, and track contracts and e-signatures
• Complete pre-funding checklists and coordinate with the funding team
• Update deal statuses and notes accurately in the CRM/loan management system
• Follow compliance procedures, including document verification and fraud-prevention protocols
• Meet daily and weekly processing targets while maintaining a high level of accuracy
  
  

Key Responsibilities

• Review new deal submissions for completeness (applications, bank statements, IDs, voided checks, etc.)
• Communicate with ISOs, brokers, and merchants to collect missing documents and clarify information
• Organize files and prepare them for underwriting review
• Verify merchant and owner information, including business details, ownership, and bank account data
• Prepare, send, and track contracts and e-signatures
• Complete pre-funding checklists and coordinate with the funding team
• Update deal statuses and notes accurately in the CRM/loan management system
• Follow compliance procedures, including document verification and fraud-prevention protocols
• Meet daily and weekly processing targets while maintaining a high level of accuracy
  
  

Requirements

Requirements

• 1+ year of experience as a processor in MCA, small business lending, or alternative finance
• Working knowledge of MCA deal structures and terminology (factor rates, holdbacks, ACH/split funding, stacking, etc.)
• Ability to read and review business bank statements
• Strong attention to detail and organizational skills
• Clear, professional written and verbal communication
• Comfortable managing multiple deals at once in a fast-paced environment
• Proficiency with Microsoft Office/Google Workspace and e-signature tools
  
  

Nice to Have

• Experience with an MCA CRM or LMS (e.g., Salesforce, Centrex, Pipeline, Fusion CRM)
• Familiarity with UCC filings and basic fraud-detection practices
• Experience working directly with ISOs/brokers
  
  

Benefits

What We Offer

• Competitive salary [and performance bonuses]
• [Health, dental, and vision insurance]
• [401(k) / retirement plan]
• [Paid time off and paid holidays]
• Training and clear opportunities to grow into Senior Processor, Underwriting, or Funding roles
• A supportive team in a growing industry