Submission Coordinator

Expert VA LLC; United States; On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

Work from home

Schedule: 9am–6pm EST

HMO

Job summary

Zohorecruit is seeking a Submission Coordinator/Loan Processing support professional for a 100% remote role in the United States. You will review and confirm application information, analyze bank statements, and determine the appropriate lender for deal submissions.

Collaborate with loan officers and underwriters to ensure compliant, timely processing and accurate record-keeping. The ideal candidate has at least 6 months of relevant experience, proficiency in Excel/Microsoft Office and Google

Qualifications

• Minimum 6 months of experience in a Submission Coordinator, Loan Processing, Funding Coordinator, Underwriting Support, or related role.
• Strong understanding of U.S. small business funding and alternative lending (preferred).
• Experience reviewing credit reports and business bank statements.
• Excellent organizational, communication, and multitasking skills.
• Proficiency with Excel, Microsoft Office, and Google Workspace.

Responsibilities

• Review and confirm application information.
• Review waterfall documents to determine the appropriate lender for deal submission and ensure accurate allocation based on lender criteria.
• Financial analysis of bank statements to ensure the financial health of the business meets necessary qualifications.
• Send submissions to the lender through the lender's online portal.
• Collaborate with loan officers, underwriters, and other team members for efficient processing.
• Think creatively to navigate complex deal structures and identify potential roadblocks.
• Identify potential roadblocks, and develop innovative solutions that drive deals to successful completion.
• Maintain accurate and up-to-date records of loan applications that were submitted.
• 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.

Skills

Organizational skills

Communication skills

Multitasking

Analytical thinking

Tools

Zoho CRM

Excel

G Suite

Google Chat

RingCentral

Job description

Review and confirm application information

Review waterfall documents to determine the appropriate lender for deal submission and ensure accurate allocation based on lender criteria.

Financial analysis of bank statements to ensure the financial health of the business meets necessary qualifications.

Send submissions to the lender through the lender's online portal.

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, ident

Identify potential roadblocks, and develop innovative solutions that drive deals to successful completion.

Maintain accurate and up-to-date records of loan applications that were submitted.

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

Qualifications:

• Minimum 6 months of experience in a Submission Coordinator, Loan Processing, Funding Coordinator, Underwriting Support, or related role
• Strong understanding of U.S. small business funding and alternative lending (preferred)
• Experience reviewing credit reports and business bank statements
• Excellent organizational, communication, and multitasking skills
• Proficiency with Excel, Microsoft Office, and Google Workspace

Important Notes: Tools - Zoho CRM, Excel, G suite, Google Chat (Mode of Communication), Ring Central - phone number

Timeliness & Commit

Detail oriented

Proactive

-100% Work from Home -9 am - 6 pm EST - HMO