Submission Specialist
Job Summary:
We are seeking a detail-oriented and analytical Submission Specialist to join our team in the financial services industry. In this role, you will be responsible for evaluating and processing funding submissions from businesses seeking financial support. Your expertise in data analysis and financial assessment will help us make informed decisions, streamline our submission processes, and ensure a high level of service for our clients.
Key Responsibilities:
What you can expect to be responsible for on a daily and ongoing basis.
Application Evaluation:
- Review and assess funding submissions, including financial statements, business plans, credit ratings, and revenue projections.
- Analyze data to determine the viability and risk associated with each submission.
- Conduct thorough risk assessments based on financial metrics, industry trends, and borrower profiles.
- Identify potential red flags and ensure compliance with internal policies and regulatory standards.
Data Analysis and Integrity:
- Gather, interpret, and synthesize financial and operational data to support evaluation processes.
- Create detailed reports summarizing insights and recommendations based on submission analyses.
- Input and maintain accurate data inside of our Salesforce CRM.
Stakeholder Communication:
- Collaborate with internal teams, such as sales and underwriting, to gather necessary information and clarify submission requirements.
- Communicate findings and decisions to applicants clearly and professionally, ensuring transparency throughout the process.
Process Improvement:
- Identify opportunities for enhancing submission evaluation workflows and recommend best practices.
- Assist in developing and refining submission guidelines and evaluation criteria to optimize efficiency and accuracy.
- Constantly improve time to funding on files.
Compliance and Documentation:
- Ensure all submissions comply with regulatory standards and internal policies.
- Maintain thorough records of evaluations, decisions, and communications related to each submission.
Continuous Learning:
- Stay informed about industry trends, market dynamics, and regulatory changes impacting revenue-based funding.
- Participate in professional development opportunities to enhance analytical and industry-specific skills.
Submission Ownership:
- Create compelling files and present to funders. Work with funders to fight for offers on the files created.
Qualifications:
- Bachelor’s degree in Finance, Business, Economics, or a related field.
- Experience in financial analysis, underwriting, or a similar role, preferably in the funding or lending industry.
- Strong analytical skills with the ability to interpret complex financial data.
- Excellent written and verbal communication skills.
- Proficiency in data analysis tools and software (e.g., Excel, financial modeling tools).
- Proficiency in Salesforce CRM platform
- Detail-oriented with a focus on accuracy and compliance.
- Ability to work collaboratively in a fast-paced environment and manage multiple priorities.
Our Culture: Join a team that is committed to fostering a dynamic environment where creativity and innovation thrive. Our core values of integrity, ownership, drive, excellence, enterprising, judgment, and levity truly guide our company and are embodied by our team. We empower our employees to excel through continuous professional development and support. Our culture is one of collaboration, respect, and transparency, ensuring that every team member can contribute significantly and grow along with the company.
Compensation:
- Base Salary: $50,000
- Performance Bonuses: $10,000
- Total Compensation: $60,000+ Benefits
Benefits:
- Comprehensive benefits package, including Medical, Dental, Vision, and Life Insurance.
- 401(k) plan with company matching.
- Generous Paid Time Off (PTO) policy, encompassing vacation, sick leave, and holidays.
Location:
Apply Today:
If you are a motivated and analytical professional ready to make an impact, we encourage you to apply. Help us shape the future of funding by evaluating submissions that drive business growth and success for our clients and company.
