Submission Coordinator

New
E
Expert VAFinancial Services
United States, 9 am - 6 pm ESTFull-TimeMiddle
Salary not disclosed
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Job Details

Experience
Minimum 6 months of experience
Required Skills
Microsoft ExcelMicrosoft OfficeFinancial analysisGoogle Workspace

Requirements

  • 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.
  • Proficiency with Excel, Microsoft Office, and Google Workspace.
  • Strong organizational, communication, and multitasking skills.
  • Detail oriented and proactive approach.
  • Commitment to meeting deadlines and timeliness.

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.
  • Perform financial analysis of bank statements to ensure the business meets qualification requirements.
  • Submit applications to lenders through online portals.
  • Collaborate with loan officers, underwriters, and team members for efficient processing.
  • Identify potential roadblocks and develop solutions for complex deal structures.
  • Maintain accurate and up-to-date records of submitted loan applications.
  • Stay updated on industry trends, regulations, and best practices for loan processing and underwriting.
  • Ensure adherence to compliance guidelines and internal policies for risk management.
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