Funding Specialist
3 weeks ago
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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