Funding Analyst

2 months ago


Doral, United States StevenDouglas Full time

ON - SITE

MUST BE LOCATED IN SOUTH FLORIDA

Funding Analyst

We have immediate opportunities for entry to junior level professionals interested in leveraging their proven success and expanding their career in the financial services industry.

The Funding Analyst’s work in a casual, fast-paced office environment in Downtown Doral; they function within cooperative teams to ensure that our clients receive the working capital they need to grow their business. There is extensive training provided and an emphasis on internal promotion opportunities

Description of Responsibilities (after a 1-2 week training period):

• Accurately and thoroughly audit/review bank statements, application submissions.

• Quickly interpret bank statements for key information such as average daily balances, debits, revenue credits, negative days, NSF's, number of deposits, and other criteria as determined.

• Identify and flag any trends that may increase underwriting risk.

• Review credit and business scores, ownership records, mortgage or lease records, site inspections or other factors used by senior underwriters.

• Successfully meet or exceed all Company established performance/production metrics

• Proven time management skills.

• Proven ability to work independently, accurately, quickly while focusing on details.

• Proficient in Microsoft Office, particularly in use of Excel; able to navigate Excel spread sheets.

• Bilingual (English/Spanish)


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