Submission Coordinator
Expert VA
About This Role
This is a remote position.
Day-To-Day:
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Review and confirm application information
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Review waterfall documents to determine the appropriate lender for deal submission and ensure accurate allocation based on lender criteria.
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Financial analysis of bank statements to ensure the financial health of the business meets necessary qualifications.
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Send submissions to the lender through the lender s online portal.
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Collaborate with loan officers, underwriters, and other team members for efficient processing.
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Leverage analytical skills and think outside the box to navigate complex deal structures, ident
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Identify potential roadblocks, and develop innovative solutions that drive deals to successful completion.
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Maintain accurate and up-to-date records of loan applications that were submitted.
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Stay updated on industry trends, regulations, and best practices related to loan processing and underwriting.
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Adhere to compliance guidelines and internal policies to ensure a high level of integrity and risk management.
Requirements
Qualifications:
• 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
• Excellent organizational, communication, and multitasking skills
• Proficiency with Excel, Microsoft Office, and Google Workspace
Important Notes:
Tools - Zoho CRM, Excel, G suite, Google Chat (Mode of Communication), Ring Central - phone number
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Timeliness & Commit
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Detail oriented
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Proactive
Benefits
-100% Work from Home - 9 am - 6 pm EST- HMO
-Paid Leaves
Originally posted on Himalayas
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