Executive Admin (Finance & Operations)

Fundomate Technologies, Inc. is a dynamic and innovative technology-driven business funder with operational bases in Los Angeles, California, and Salt Lake City, Utah. Renowned for disrupting the small business financing industry, the company specializes in integrating payments and working capital solutions while offering proprietary embedded financial software to its partners. Recognized as one of Inc. 500’s fastest growing private companies, Fundomate is committed to transforming the landscape of small business funding through cutting-edge technology and strategic financial products. The organization fosters a fast-paced, collaborative environment that values innovation, integrity, and excellence in service delivery.

About the role

We are seeking a highly skilled Senior Underwriter to join our Merchant Cash Advance team. In this pivotal role, you will lead critical credit decision-making processes, conduct comprehensive financial analyses of merchants, and structure funding offers within a vibrant fintech environment. The ideal candidate will possess strong risk assessment skills, extensive experience in merchant cash advance underwriting, and a proactive approach to shaping credit strategies. This position offers the opportunity to work either in Utah or Virginia, reporting directly to the Director of Finance. The Senior Underwriter will play a vital role in supporting the company's growth by ensuring sound credit decisions and contributing to the development of innovative financial solutions tailored to our merchant clients.

Responsibilities

• Act as a confidential and reliable administrative partner, facilitating communication and escalating issues when necessary
• Coordinate and manage high-priority meetings for senior leadership, including the CEO and department heads
• Proactively schedule recurring forecast, budget, and operational meetings across multiple quarters
• Manage complex calendars, ensuring timely updates aligned with organizational changes
• Maintain and update the corporate organizational chart for both employees and entities
• Oversee state registration processes and track annual filing deadlines to ensure compliance
• Enter and maintain data for internal reporting, supporting operational transparency
• Prepare high-quality reports, spreadsheets, presentations, and business documents
• Support the team in using Microsoft tools effectively, serving as a subject matter resource
• Interface professionally with team members, clients, vendors, and internal support groups
• Organize and distribute incoming physical mail to relevant departments
• Manage weekly updates of the finance portal, including merchant offer statuses and payoff activities
• Assist with data cleanup, system maintenance, and accurate financial reporting
• Create ad hoc ACH schedules for makeup payments and support 1099 reporting processes
• Record incoming payments such as wire transfers, Priority Payments, and lockbox activities
• Update merchant offer statuses, including marking NSF transactions as paid and cross-checking reports
• Process expense reports and support internal culture initiatives, including team events and recognition programs
• Oversee UCC filings, no-interest letters, and support credit agency reporting activities
• Provide broad operational and administrative support, adapting as business needs evolve

Qualifications

• Minimum of 5 years of experience supporting senior executives or leadership teams
• Proven ability to thrive in high-change, fast-paced environments with shifting priorities
• Strong multitasking skills across administrative, operational, and financial responsibilities
• Exceptional organizational skills with keen attention to detail and follow-through
• High level of discretion and judgment in handling sensitive information
• Experience managing complex calendars, meetings, and travel logistics for senior leaders
• Exposure to business operations and corporate compliance, including Secretary of State filings
• Basic understanding of finance operations and the merchant cash advance (MCA) industry
• Strong project management and coordination skills
• Advanced proficiency in Microsoft 365 tools, especially Outlook, Excel, and PowerPoint
• Experience with AI tools such as ChatGPT and Canva for presentations and visual materials
• Ability to collaborate effectively across cross-functional teams and leadership levels
• Experience supporting or backing up other executive assistants is a plus
• Prior administrative experience within a small to mid-sized finance company is preferred

Benefits

• Competitive compensation package and performance-based bonus plan
• Core benefits including medical, dental, and vision insurance
• Flexible work environment with options for remote, hybrid, or in-office work depending on organizational needs
• Flexible time-off policy to support work-life balance
• Opportunities for professional growth and development within a fast-growing company