What are the responsibilities and job description for the Funding Coordinator position at Trio Capital?
Description
Position Responsibilities
Our Funding Coordinators are accountable for supporting all documentation workflow and onboarding of equipment finance and working capital transactions to the system, including critical review of fraud checks. You’ll be responsible for building relationships with internal and external partners and providing phone/email coverage for the team. This individual is critical in ensuring compliance procedures are followed to process equipment finance documents, reviewing stipulation documents, and handling funding requests from referral sources. The best candidates will be detailed oriented, comfortable reviewing key provisions of the document with clients prior to funding, collaborative, and eager to be a part of a rapidly growing business.
Key Responsibilities
Skills & Specifications
Trio is a proven equipment finance and working capital partner, dedicated to helping small businesses succeed by making access to finance solutions simple and dependable. As an independent, American-owned and operated organization, Trio is passionate about building lasting relationships and serving as a knowledgeable, trusted partner.
With experienced teams across credit, underwriting, and funding, Trio provides fast, reliable turnaround and a relationship-first approach that positions it as an extension of its partners’ businesses, helping them close more deals, deepen loyalty, and drive long-term growth.
Trio empowers and trains team members at all levels to make quick decisions in service to our relationships and ensure the flexibility and nimbleness required to compete in today’s marketplace. Trio is the perfect workplace for those who are motivated and have a desire to be part of a growing, agile, and diverse organization where you can make a difference every day.
The company offers a flexible work environment and encourages innovation and team member development. Benefits include medical, dental, and vision plans with HSA and FSA options; life insurance and disability plans; along with a generous PTO policy and employer-match company 401K plan.
Trio is a subsidiary of Channel, a leading provider of equipment finance and working capital financing solutions. The company operates five office locations in four states, repeatedly listing among Top Workplaces and ranked among the 500/5000 fastest-growing private companies in the U.S. by Inc. Magazine for more than 10 years consecutively.
Salary Description
$60,000 - $70,000 annually bonus
Position Responsibilities
Our Funding Coordinators are accountable for supporting all documentation workflow and onboarding of equipment finance and working capital transactions to the system, including critical review of fraud checks. You’ll be responsible for building relationships with internal and external partners and providing phone/email coverage for the team. This individual is critical in ensuring compliance procedures are followed to process equipment finance documents, reviewing stipulation documents, and handling funding requests from referral sources. The best candidates will be detailed oriented, comfortable reviewing key provisions of the document with clients prior to funding, collaborative, and eager to be a part of a rapidly growing business.
Key Responsibilities
- Prepare and review lease, loan, and business advance documents
- Verify all requirements are met and fraud checks are complete prior to funding
- Ensure compliance with company standards and procedures
- Adhere and verify state titling, usury, and regulatory requirements
- Foster good working relationships with internal staff and partners
- Maintain customers and accounts within system of record
- Verbally confirm contract terms with the customer
- Projects and other duties as required
- Production/Applications processed within specified SLAs
- Meet Monthly Funding Targets
- Identifying and mitigating potential issues
- Assurance of Proper terms and conditions on funded transactions
Skills & Specifications
- 2-5 years of experience in commercial, non-mortgage, lending (preferred)
- Experience working with titled vehicles (preferred)
- Must be able to multitask and be highly adaptable to change
- Must be detail oriented, have excellent organizational and time management skills
- Good interpersonal relationship skills and motivation for personal growth
- Required knowledge of computer and proficient in Microsoft Office (Excel and Word)
- Strong math and analytical skills
- Friendly and personable
- Strong verbal and written communication skills
- 2-4 year degree preferred but not required
- Must be able to work hybrid schedule in-office; this is not a remote work position
- Previous experience in Lending or Equipment FInance in a similar role preferred
- Demonstrated track record of accuracy and productivity
Trio is a proven equipment finance and working capital partner, dedicated to helping small businesses succeed by making access to finance solutions simple and dependable. As an independent, American-owned and operated organization, Trio is passionate about building lasting relationships and serving as a knowledgeable, trusted partner.
With experienced teams across credit, underwriting, and funding, Trio provides fast, reliable turnaround and a relationship-first approach that positions it as an extension of its partners’ businesses, helping them close more deals, deepen loyalty, and drive long-term growth.
Trio empowers and trains team members at all levels to make quick decisions in service to our relationships and ensure the flexibility and nimbleness required to compete in today’s marketplace. Trio is the perfect workplace for those who are motivated and have a desire to be part of a growing, agile, and diverse organization where you can make a difference every day.
The company offers a flexible work environment and encourages innovation and team member development. Benefits include medical, dental, and vision plans with HSA and FSA options; life insurance and disability plans; along with a generous PTO policy and employer-match company 401K plan.
Trio is a subsidiary of Channel, a leading provider of equipment finance and working capital financing solutions. The company operates five office locations in four states, repeatedly listing among Top Workplaces and ranked among the 500/5000 fastest-growing private companies in the U.S. by Inc. Magazine for more than 10 years consecutively.
Salary Description
$60,000 - $70,000 annually bonus
Salary : $60,000 - $70,000