Commercial Finance Underwriter | Funding & Transaction Manager

Commercial Finance Underwriter | Funding & Transaction Manager

Location: Rockville Centre, NY (Hybrid) | Opportunity to relocate to our Fort Lauderdale headquarters as role expands.

Employment Type: Full-Time

Compensation: Competitive Base Salary Performance Bonuses Long-Term Career Growth

Build Your Career with Evolution Capital Group

Evolution Capital Advisors is the advisory division of Evolution Capital Group, a rapidly growing commercial finance and capital advisory platform that has facilitated more than $500 million in commercial financing transactions since 2015.

We help business owners, entrepreneurs, real estate investors, and lower middle-market companies secure financing solutions ranging from $100,000 to over $50 million through an extensive network of banks, SBA lenders, private credit funds, family offices, institutional lenders, and alternative capital providers.

Unlike firms that specialize in a single lending product, our platform delivers sophisticated financing solutions across commercial lending, SBA, asset-based lending, commercial real estate, acquisition finance, revenue-based financing, structured credit, and institutional capital.

As we continue expanding, we're looking for an experienced Commercial Finance Underwriter | Funding & Transaction Manager to become one of the foundational members of our growing team.

About the Opportunity

This is not a traditional back-office administrative position.

We're looking for someone who has been in the trenches—someone who understands what it takes to move commercial financing transactions from application to funding.

More importantly, we're looking for someone who takes ownership of every transaction, anticipates challenges before they arise, solves problems proactively, and drives deals through to closing.

You may have packaged SBA loans, processed commercial mortgages, coordinated MCA funding, managed ABL transactions, reviewed borrower financials, or worked as an underwriter, processor, or funding coordinator at a bank, lender, brokerage, or commercial finance company.

If you're the person everyone relies on to keep deals moving and get transactions funded, you'll fit in well here.

You'll work directly alongside experienced CPAs, former commercial bankers, entrepreneurs, and capital advisors while supporting complex financing transactions across virtually every area of commercial finance.

What You'll Do:

Commercial Underwriting & Loan Packaging

• Review borrower financial statements, tax returns, bank statements, borrowing base reports, and supporting documentation.
• Analyze financing requests and identify the most appropriate lending solutions.
• Prepare lender-ready credit memorandums, underwriting summaries, and financing packages.
• Package transactions for banks, SBA lenders, private credit funds, ABL lenders, commercial mortgage lenders, and institutional capital providers.
• Identify documentation deficiencies before submission to maximize approval rates and minimize funding delays.

Transaction & Funding Management

• Manage transactions from signed application through funding.
• Coordinate borrowers, advisors, lenders, attorneys, CPAs, insurance agents, title companies, and referral partners.
• Manage investor and lender conditions and documentation requests.
• Proactively monitor transaction milestones and keep deals moving toward closing.
• Coordinate funding logistics and verify all closing conditions have been satisfied.
• Ensure every transaction is accurate, complete, compliant, and funding-ready.

CRM & Operations

• Maintain accurate CRM records and transaction updates.
• Monitor pipeline activity and advisor production.
• Prepare weekly pipeline reports and operational metrics.
• Help improve workflows, automation, technology, and operational efficiency.
• Support leadership with reporting, analytics, and strategic operational initiatives.

Who We're Looking For

We're looking for professionals who thrive in high-volume commercial finance environments where speed, accuracy, organization, and execution matter.

Ideal Experience

• Commercial Lending
• Business Banking
• SBA Loan Processing & Packaging
• Commercial Mortgage Processing
• Revenue-Based Financing
• Merchant Cash Advance (MCA)
• Asset-Based Lending (ABL)
• Equipment Finance
• Factoring
• Commercial Underwriting
• Credit Analysis
• Loan Closing
• Funding Coordination
• Commercial Real Estate Lending

The Ideal Candidate

You may currently be a:

• Commercial Underwriter
• Senior Loan Processor
• SBA Loan Packager
• Funding Coordinator
• Commercial Mortgage Processor
• Credit Analyst
• Closing Coordinator
• Commercial Loan Administrator
• Operations Manager
• Commercial Banking Associate

You understand funder/investor expectations, anticipate issues before they arise, communicate proactively, and take ownership of every transaction until it funds.

You have experience managing multiple financing transactions simultaneously and understand the urgency, attention to detail, and professionalism required to consistently deliver successful closings.

What Success Looks Like

• Every transaction is complete, accurate, and lender-ready.
• Borrower files are organized, professional, and easy to underwrite.
• Advisors receive timely operational support.
• Investors receive complete packages.
• Strong Follow-up skills.
• Funding timelines are consistently achieved.
• Clients receive responsive, professional communication throughout the financing process.
• Leadership can rely on accurate reporting and operational excellence.

Career Growth

As one of the early members of our team, you'll have significant opportunities to grow alongside the organization.

Potential career paths include:

• Senior Commercial Underwriter
• Director of Underwriting
• Director of Operations
• Capital Markets Associate
• Commercial Finance Advisor
• Executive Leadership

Why Join Evolution Capital Group?

You'll become one of the most important members of our commercial finance platform.

Our advisors originate opportunities.

Our capital and capital partners provide financing.

You help make the transactions happen.

Unlike many lenders or brokerages where employees are limited to a single product or department, you'll gain exposure to virtually every area of commercial finance—from SBA lending and commercial real estate to asset-based lending, private credit, acquisition finance, structured debt, and institutional capital.

You'll work on transactions ranging from $100,000 working capital facilities to $50MM institutional financings, developing a breadth of experience that few professionals in the industry ever achieve.

One day you may be packaging an SBA acquisition loan.

The next, coordinating a commercial real estate closing, preparing an ABL financing package, or helping structure a complex private credit transaction.

If you enjoy solving problems, moving quickly, taking ownership, and continuously developing your expertise, you'll find tremendous opportunity here.

Benefits

• Competitive Base Salary
• Performance-Based Bonus Opportunities
• Paid Time Off
• Professional Development Assistance
• Career Advancement Opportunities
• Direct Mentorship from Experienced Financial Professionals

Education: Bachelor's Degree preferred

Work Location: Hybrid – Rockville Centre, NY, with the opportunity to relocate to our Fort Lauderdale headquarters as the company expands.

Benefits:

• Paid time off
• Professional development assistance

Education:

• Bachelor's (Required)

Ability to Commute:

• Rockville Centre, NY 11570 (Required)