Funding application specialist

Funding Application Specialist (Full-Time)

Schedule: Monday–Friday, 10:00 AM – 6:00 PM Eastern Time (EST)
Location: Remote

Overview

We are looking for a full-time Funding Application Specialist to assist clients throughout the funding application process. The ideal candidate is highly organized, detail-oriented, comfortable working with financial documents, and capable of managing multiple client files simultaneously.

This position is responsible for helping clients complete funding applications, collecting documentation, communicating with lenders and clients, managing email correspondence, tracking application progress, and becoming an expert in our proprietary funding platform.

Responsibilities

* Assist clients in completing funding applications with banks, credit unions, and lenders.
* Guide clients through the funding process from start to finish.
* Learn and master all features of our proprietary funding and credit platform.
* Review client files for completeness and accuracy.
* Collect and organize required documentation.
* Follow up with clients regarding missing information and outstanding tasks.
* Monitor and manage company email inboxes.
* Respond to client emails in a professional and timely manner.
* Communicate with lenders to obtain status updates on pending applications.
* Regularly contact clients to gather updates and provide status reports.
* Track all funding applications and maintain accurate records.
* Update CRM and client notes.
* Schedule appointments and follow-up calls when needed.
* Escalate complex situations to management.
* Ensure every client receives a high level of customer service and communication throughout the process.

Required Skills

* Excellent English communication skills (written and verbal).
* Strong email communication and customer service skills.
* Strong attention to detail.
* Ability to work independently with minimal supervision.
* Excellent organizational and time-management skills.
* Comfortable working with technology and learning new software.
* Ability to manage multiple client files simultaneously.

Preferred Experience

* Loan processing
* Banking
* Credit analysis
* Mortgage processing
* Financial services
* SBA or business funding
* Customer service
* Account management
* Email and client relationship management

Financial Documents You May Review

* Bank Statements
* Tax Returns
* Pay Stubs
* Profit & Loss Statements
* Business Formation Documents
* EIN Letters
* Operating Agreements
* Driver’s Licenses and Identification Documents

Key Performance Indicators (KPIs)

* Number of client files actively managed.
* Application completion rate.
* Client response and follow-up time.
* Accuracy of application submissions.
* Email response times.
* Client satisfaction.
* Documentation collection completion rate.

Compensation

Competitive compensation based on experience.

To Apply

Please submit:

1. Resume
2. 2–3 minute introduction video
3. Summary of your relevant experience
4. Expected monthly salary

We are seeking someone who is reliable, highly organized, proactive, and capable of owning the client communication process from application submission through funding decision. This person will serve as the primary point of contact for clients, lenders, and internal tea ---------- mbers to ensure every application moves forward efficiently.