资助/提交专员
Funding/ Submission Specialist
其他限定地区（需当地身份）
公司Expert VA
薪资未公开
工作地点United States
地域资格限定地区（需当地身份）
时区要求日间重叠约 9 小时，基本正常作息
用工类型Full Time
发布时间今天
数据来源Himalayas
注意地域限制：该职位明确限定在 United States 招聘。如果你是位于中国大陆的求职者，通常需要当地工作身份才能投递，或需与雇主确认是否接受独立合同（Contractor）形式合作。
这是一个远程职位。
日常职责：你的日常工作将围绕以下内容展开：
· 审核并确认应用程序信息
- 审阅瀑布文档以确定合适的贷款人进行交易提交，并根据贷款人标准确保准确分配
- 通过 SalesForce 将申请提交给贷款人
- 与 Ocrolus 自动化系统协同管理银行和财务报表文件
- 与贷款专员、承销人和其他团队成员协作，以实现高效处理
- 运用分析技能，跳出常规思维，应对复杂的交易结构，识别潜在障碍，并制定创新解决方案，推动交易顺利完成
- 及时在 SalesForce 中维护贷款申请、批准和拒绝的准确且最新的记录
- 关注与贷款处理和承销相关的行业趋势、法规和最佳实践
- 遵守合规指南和内部政策，以确保高标准的诚信和风险管理
要求
关于你
如果你具备以下条件，你将在该职位中表现出色：
· 对美国金融行业有深入了解，尤其是 B2B 金融相关领域
- 了解信用评级及其影响，以及它们如何影响融资决策
- 熟悉美国融资的基本标准和实践
- 一至两年以上在中小企业融资领域的工作经验（优先但非必需）
- 在高能量/快节奏环境中具备强大的多任务处理能力
- 具备有效的工作优先级安排能力
- 有成果导向的动力
- 优秀的口头和书面沟通能力
- 有 SalesForce 使用经验者优先考虑
- 熟练使用 Microsoft Office、Outlook、Excel、PowerPoint 和 Word
- 有通过结果获得回报的强烈动力，有坚定的决心成功完成交易并确保及时资金到位
- 对达成目标充满热情，并持续超越期望，为个人和公司成功做出贡献
福利
- HMO
- PTO
最初发布于 Himalayas
查看英文原文
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
Originally posted on Himalayas
本页面信息整理自 Himalayas，版权归原发布方所有。职位可能随时关闭，投递请以原始页面为准。
本站只做信息聚合展示，不参与招聘流程，也不向求职者收取任何费用。
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