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Job Summary:
We are seeking a Specialist with expertise in financial services, particularly in Commercial Finance processing and origination. The ideal candidate will have strong understanding of B2B Sales.
Responsibilities:
- Process Funding applications and ensure all required documentation is accurate and complete
- Conduct financial analysis to determine funding eligibility
- Communicate with clients to gather necessary information and provide updates on approval status
- Collaborate with underwriters and business owners to expedite the loan approval process
- Maintain confidentiality of sensitive financial information
Skills:
- Proficiency in 10-key typing
- basic math skills
-Experience using a CRM
- Some knowledge of processing and origination commercial financing procedures
- Experience working in a finance or sales environment
- Excellent communication and customer service skills
This position offers a great opportunity for individuals with a background in financial services to utilize their skills in a dynamic and rewarding environment. If you meet the qualifications and are looking to advance your career in the banking industry, we encourage you to apply.
Job Type: Full-time
Pay: $17.00 - $26.62 per hour
Expected hours: 30 – 45 per week
Experience level:
Schedule:
Ability to Commute:
Ability to Relocate:
Work Location: In person
Full Time
$69k-99k (estimate)
05/11/2024
05/17/2024
The job skills required for Funding Specialist include Customer Service, Financial Services, CRM, Confidentiality, etc. Having related job skills and expertise will give you an advantage when applying to be a Funding Specialist. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Funding Specialist. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Funding Specialist positions, which can be used as a reference in future career path planning. As a Funding Specialist, it can be promoted into senior positions as a Fundraising Manager that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Funding Specialist. You can explore the career advancement for a Funding Specialist below and select your interested title to get hiring information.