Senior Credit Funding Specialist

Looking for a highly skilled and experienced Credit Funding Specialist who understands the nuances of the modern banking system and can help streamline our customer funding pipeline.

You’ll be working closely with our internal team to analyze credit profiles, segment client types, and build funding-ready strategies for each customer.

Your role is both strategic and tactical, focused on achieving high approval rates and maximum funding results across all major institutions.

You will:
- Assess customer credit reports and segment users based on funding readiness.
- Create tailored funding strategies per customer (must identify NO DOC, DOC, and prevent triggering FR’s between banks)
- Create a list of sequencing banks [by bureau] to optimize funding based on credit profile per customer
- Stay current on each institution's internal banking rules, approval criteria, and documentation requirements.
- Guide clients toward proper credit optimization before business credit applications.
- Maintain and update internal documentation regarding bank data points, requirements, and updates.
- Communicate effectively with the funding team to ensure a seamless handoff and execution of each client’s funding plan.