Credit Commando (Funding Technician)

Confirm client’s LLC is properly structured (NAICS, address, business checking, D-U-N-S, etc.).

Submit funding applications via your banking relationships (Chase, Truist, BofA, etc.).

Request limits through underwriters and DocuSign.

Track approvals, follow up with banks, and record outcomes.

Communicate with clients during funding phase (“Congrats! Chase approved for $15K”).

Tools: Bank portals, DocuSign, Google Sheets tracking dashboard