Senior Administrative Assistant

Application Preparation Submission Convert applications into Direct Capital Fund’s format and ensure all required fields are completed. Review applications for completeness and accuracy before submission. Send applications for e-signature (e.g., DocuSign) and follow up to ensure timely return. Submit applications to designated banks and funding institutions with proper supporting documents(e.g., last 3–4 months of bank statements). Ensure submissions follow company guidelines (e.g., no watermarked statements, correcttemplates, etc.).Liaison with Financial Institutions Serve as the primary point of contact for banks during the submission process. Respond promptly to bank requests for clarification or additional documentation. Track submission progress and confirm receipt of applications with banks.Document Data Management Upload and maintain all client documents in the CRM and Submissions Board. Keep accurate records of submission statuses and ensure timely updates across platforms. Safeguard sensitive client and financial data in compliance with company and regulatory standards.Communication Coordination Collaborate with Funding Agents to gather necessary client information (bank statements, IDs,contracts, voided checks, etc.). Communicate deal progress clearly through CRM, Google Chat, and in-person updates. Notify Funding Agents when contracts are sent, signed, or funded.Compliance Quality Assurance Double-check all submissions and uploaded documents for accuracy and compliance beforesending to banks. Verify that all submissions adhere to Direct Capital Fund’s policies and financial institutionrequirements. Ensure payment advice, contracts, and funded deal confirmations are properly logged anddistributed to relevant parties.Deal Finalization Record approved deal details in CRM, including funding amount, terms, and merchant information. Move deals through the proper stages in the Submission Board (“Waiting for Contract,” “Funded,”etc.). Send thank-you correspondence to lenders upon deal completion.Administrative Support Handle office support tasks (e.g., coordinating vendor orders like Uber Eats, event setups).Company DescriptionDirect Capital Fund is a dynamic and fast-growing financial services firm specializing in business fundingsolutions. We pride ourselves on efficiency, professionalism, and maintaining strong relationships with ourclients and financial partners. We are seeking a highly motivated Senior Administrative Assistant to supportour Submissions Department.

Salary : $65,000 - $85,000