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Funding Coordinator

2 months ago

Southfield, United States Credibly Full time
Job DescriptionJob DescriptionDescription:

Who We Are:


A Top Place to Work

We believe in small businesses and the people who grow them. At Credibly, we leverage cutting-edge data science, technology, partner relations, and customer support to provide business owners with accelerated access to right-sized capital solutions. From working capital loans and merchant cash advances to lines of credit, we offer a suite of financing products that can accommodate nearly any stage of business development or credit profile.

Founded in 2010 with offices in Michigan, New York, and Arizona, we have provided access to over $2 billion to more than 50,000 small businesses nationwide. On top of being nominated as one of Crain’s 50 fastest growing companies in New York and making several appearances on the Inc. 500 list, Credibly is annually recognized for having one of the "Best Blogs For Small Businesses" by several media outlets.


The Opportunity


The Sales Support Associate assists the Funding in taking the files from a signed contract stage to being ready for funds to be released. He/she plays a pivotal role in our process flow and contributes to our goal of providing agile & right-sized funding to our small business customers.


What You Will Do:

  • Keep in constant communication with various landlords, franchisors, banks, merchants, fellow team members and underwriters.
  • Assist in database cleanup and maintenance via data entry and corrections
  • Clear and to the point verbal, phone, and email communication
  • Accurately enter banking information into system of record to enable funds to be transferred to merchant or company being paid
  • Review signed contracts (separate, appropriately label, upload documents to company server), draft legal documents specific to file at hand
  • Send out Decision Logic and support other Underwriting needs
  • Assist Customer Service in fielding calls and answering general questions about merchant accounts
  • Assist Renewals in submissions where necessary
  • Help Relationship Managers with submissions and doc cleanup

What Makes You Special:

  • Excellent organizational abilities; multi-tasking; prioritization; time management
  • Strong computer skills including Microsoft Office, Gmail, and internet-based applications
  • Strong attention to detail and accuracy
  • Experience working in a fast-paced, high-volume environment
  • High level of responsiveness
  • Bachelor's degree preferred but not required
  • 0-1 years of experience in banking, finance or underwriting
  • Able to type a minimum of 50 WPM or data entry related experience

How You Will Benefit:

  • Flexible working conditions, including remote or hybrid work
  • Generous PTO package
  • 8 Paid Company Holidays
  • Paid Parental Leave, Bereavement, and Jury Duty
  • 401k with company match (and 100% vesting after 2 years)
  • Medical insurance through BCBSM or BCN
  • Dental and Vision provided by BCBS
  • HAS and FSA available, including LPFSA and Dependent Care
  • Company paid life insurance and short-term disability
  • Additional optional insurances
Requirements: