Are you a superstar with impeccable attention to detail and time management skills? Want to work at the fastest growing financial firm on the West Coast and directly impact that growth? If so, read on-

Duties and responsibilities

• Review documentation request and determine if requirements have been met to prepare documentation
• Review approval to see if documentation request matches approval amount and terms
• Update company database systems to reflect correct legal business name, address, and other key information
• Communicate with Sales rep if additional information is required prior to document preparation
• Complete commercial lease, EFA or loan documents
• Provide timely and professional communication between sales and operations
• Be aware of and bring attention to any potential signs of fraud
• Ensure all funding packages are complete, accurate, and comply with company policy
• Performs other duties assigned by Funding Manager

Qualifications

• Bachelor's Degree
• Must be proficient with Microsoft Office (Word, Excel, Outlook)
• Have an ability to multi-task and prioritize
• Ability to thrive under pressure in a fast-paced environment
• Must be professional, courteous, and have ability to work with multiple departments
• Good written and oral communication skills
• Docusign and mailmerge knowledge is a plus.
• Basic understanding of business entity structure