Funding Specialist

3 weeks ago


Miami, United States StevenDouglas Full time

About the Role:

We are seeking a highly skilled Funding Analyst to join our team at StevenDouglas. As a key member of our financial services team, you will be responsible for ensuring that our clients receive the working capital they need to grow their business.

Key Responsibilities:

  • Audit and review bank statements and application submissions to ensure accuracy and thoroughness.
  • Interpret bank statements to identify 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.
  • Meet or exceed all Company established performance/production metrics.
  • Utilize time management skills to prioritize tasks and meet deadlines.
  • Work independently, accurately, and quickly while focusing on details.
  • Proficient in Microsoft Office, particularly in the use of Excel, and able to navigate Excel spreadsheets.
  • Bilingual (English/Spanish).

What We Offer:

Extensive training provided and an emphasis on internal promotion opportunities.


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