Funding Assistant (Credit & Funding Support) – Commission + Hourly

Position Type: Part-Time (with potential to grow into Full-Time)
Compensation: Hourly + Commission
Company: Luxury Life Services / Warren Legacy Capital

About the Role

We are launching a new funding division next month and are looking for a highly skilled Funding Assistant who understands the full funding process from start to finish. This role requires experience reviewing credit reports, determining fundability, completing funding applications, managing documents, and assisting clients through the funding process.

This is NOT an entry-level position. Experience in funding, credit analysis, or financial services is required.


Key Responsibilities

Credit & Funding Analysis
    •    Review personal and business credit reports to determine fundability.
    •    Evaluate credit profiles for credit mix, utilization, payment history, inquiries, and derogatory items.
    •    Identify red flags that may affect funding approvals.
    •    Log into Experian (and similar platforms) to pull reports, analyze data, and verify accuracy.

Application & Document Support
    •    Complete funding applications accurately for clients (personal and business).
    •    Help clients gather required documents (bank statements, ID, proof of income, EIN, LLC docs, etc.).
    •    Organize, upload, and manage documents in proper folders.
    •    Ensure all applications are completed with correct information and submitted on time.

Client Support & Communication
    •    Guide clients step-by-step through the funding process.
    •    Explain fundability criteria, required documents, and next steps.
    •    Communicate professionally through email, chat, or CRM.
    •    Provide updates and follow-ups as needed.

Contract & Compliance Tasks
    •    Draft, review, and send contracts for signature.
    •    Make sure all client agreements are completed before application submissions.
    •    Maintain accurate records of client approvals, denials, funded amounts, and timelines.

Internal Systems & Tools
    •    Use tracking spreadsheets or Google Sheets to log client status.
    •    Update CRM / project board daily for transparency.
    •    Work closely with the team to ensure each client moves through the funding pipeline.

Qualifications
    •    Experience in business funding, personal funding, underwriting support, or credit analysis.
    •    Strong understanding of Experian, TransUnion, and Equifax credit data.
    •    Ability to identify what makes a profile “fundable” vs “non-fundable.”
    •    Experience completing personal and business credit applications.
    •    Familiarity with credit terminology: utilization, tradelines, inquiries, credit mix, DTI, fundability factors, etc.
    •    Experience sending and managing contracts.
    •    Organized, detail-oriented, and able to work independently.
    •    Reliable internet connection and ability to work U.S. hours when required.


Preferred Skills (Not Required but a Plus)
    •    Experience with business funding programs.
    •    Experience using CRM systems.
    •    Knowledge of EIN credit, business credit building, and tier structures.
    •    Understanding of bank underwriting behavior and lending criteria.


Why Work With Us
    •    Opportunity to grow into a full-time role.
    •    Performance bonuses and commission for every client funded.
    •    Long-term position with a supportive and organized company.
    •    Clear expectations, training, and growth potential as the funding program expands.