Funding Coordinator

About the role

Elite is a national provider of small business financing solutions, focused on delivering speed, certainty, and consistency to our partner network across a broad range of credit profiles. We operate in a large and growing industry and are executing a clear strategy to become a core funding partner for our key relationships. The ISO Funding Coordinator supports all documentation workflow and boarding of working capital transactions to the system, including critical review of fraud checks. The role involves building relationships with the referral network and internal team, providing phone/e-mail coverage, and following documentation procedures to process loan/advance documents and funding requests.

Responsibilities

• Prepare loan and business advance documents
• Verify all requirements are met and fraud checks are complete prior to funding
• Ensure compliance with company standards and procedures
• Foster good working relationships with internal staff and partners
• Maintain customers and accounts within the system of record
• Generate funding and audit worksheets for Accounting
• Verbally confirm contract terms with the customer
• Handle projects and other duties as required

Requirements

• Adaptable to change and able to multitask in a fast-paced environment
• High attention to detail with excellent organizational and time management skills
• Strong work ethic and motivation for personal development, openness to feedback, and willingness to learn
• Ability to think critically and problem-solve creatively
• Ability to independently make decisions and confidently communicate the decision-making process
• Strong analytical and investigative skills
• Demonstrated track record of reliability, accuracy, and productivity
• Ability to work effectively within the policies and procedures of a highly regulated industry
• Demonstrated customer service skills, ability to communicate clearly and effectively both internally and externally
• Strong interpersonal skills and emotional intelligence with the ability to work well with and adapt to a variety of personality types
• Excellent verbal and written communication skills
• Proficiency in Microsoft Office (Excel and Word)

Qualifications

• Minimum 2-4 years of experience in Financial Services, Coordinating, Legal, Banking, Insurance, or a similar field
• Previous experience as a Funding Coordinator or similar Commercial Lending role preferred
• Associate's or bachelor's degree preferred

Benefits

• Medical, dental, and vision plans with HSA and FSA options
• Life insurance and disability plans
• Generous PTO policy
• Employer-match company 401K plan

Pay

$55,000 - $66,000 annually + monthly bonus