The Funding/Submission Specialist reviews application information, determines lender suitability, collaborates with team members, and maintains records in Salesforce while ensuring compliance and security.
This is a remote position.
Day-To-Day:
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.
- Drive to deliver results
- 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.
Benefits
- HMO
- PTO
Similar Jobs
Cloud • Fintech • Software • Business Intelligence • Consulting • Financial Services
The Tax Manager will lead tax advisory services, manage client relationships in the healthcare sector, and supervise tax staff while ensuring compliance.
Top Skills:
AdobeCasewareDepreciation Processing SoftwareExcelGo File RoomPowerPointTax Preparation Software (Axcess)Tax Research Software (Ria)Word
Cloud • Fintech • Software • Business Intelligence • Consulting • Financial Services
Manage tax compliance engagements, serve as client contact, review tax work, supervise staff, and maintain technical tax expertise.
Top Skills:
AccountingCpaFinancial ReportingTax ComplianceTax Research
Cloud • Fintech • Software • Business Intelligence • Consulting • Financial Services
The Consultant II will implement solutions for clients, assist with business processes in a consulting capacity, and support project execution under senior supervision.
Top Skills:
AICloud-Based TechnologySage Intacct
What you need to know about the Boston Tech Scene
Boston is a powerhouse for technology innovation thanks to world-class research universities like MIT and Harvard and a robust pipeline of venture capital investment. Host to the first telephone call and one of the first general-purpose computers ever put into use, Boston is now a hub for biotechnology, robotics and artificial intelligence — though it’s also home to several B2B software giants. So it’s no surprise that the city consistently ranks among the greatest startup ecosystems in the world.
Key Facts About Boston Tech
- Number of Tech Workers: 269,000; 9.4% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Thermo Fisher Scientific, Toast, Klaviyo, HubSpot, DraftKings
- Key Industries: Artificial intelligence, biotechnology, robotics, software, aerospace
- Funding Landscape: $15.7 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Summit Partners, Volition Capital, Bain Capital Ventures, MassVentures, Highland Capital Partners
- Research Centers and Universities: MIT, Harvard University, Boston College, Tufts University, Boston University, Northeastern University, Smithsonian Astrophysical Observatory, National Bureau of Economic Research, Broad Institute, Lowell Center for Space Science & Technology, National Emerging Infectious Diseases Laboratories
