Administrative Assistant
hace 3 días
We're Hiring: Loan Underwriter Assistant (Financial Brokerage)
Location:
Remote
Type:
Full-time
We are looking for a detail-oriented
Administrative Assistant
to support our funding process between sales closers and lenders. This role ensures accurate documentation, smooth communication, and timely approvals for business financing applications.
If you have strong analytical skills, love working with numbers, and can coordinate tasks with precision, this position could be a great fit for you
Role Overview
You will act as the key connection between sales closers, clients, and lenders
, reviewing documents, gathering missing information, and ensuring files are fully compliant and ready to be funded.
Responsibilities
- Review applications and financial documentation submitted by the sales team.
- Verify business bank statements, revenues, credit, and underwriting criteria.
- Prepare files and submit them to lenders for approval.
- Maintain communication with lenders regarding deal status, missing items, and funding requirements.
- Coordinate with closers to collect additional documents or correct discrepancies.
- Update CRM and ensure all data is accurate and complete.
- Follow up on offers, approvals, declines, and funding progress.
- Support in generating approval terms to the sales team.
Requirements
- Experience in financial services, loan processing, underwriting, banking, MCA underwriting, or similar.
- Strong analytical and document review skills.
- High attention to detail and ability to work under deadlines.
- Highly organized
- Excellent communication and written skills.
- English Proficiency (required).
- Ability to work remotely with reliable internet.
- Knowledge of business financing, lending, or merchant cash advance (MCA) is a plus.
- CRM understanding is a plus.
What We Value
- Proactivity & problem solving
- Strong organizational skills
- Professional communication
- Integrity & confidentiality with sensitive financial data
- Team collaboration while working independently
Compensation
- Competitive base salary
How to Apply
Send your CV and (if available) relevant experience or case examples to:
Subject Line:
Loan Underwriter Assistant – Application
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