Funding Coordinator jobs in the United States

We're adding a Funding Coordinator to our Elite team! This position is accountable for supporting all documentation workflow and boarding of funding transactions, including critical review and fraud checks. You'll be responsible for building relationships with the referral network and internal teams. This role is accountable for following documentation procedures to process loan/advance documents and handle funding requests from referral sources. The best candidates will be detailed-oriented, confident in decision-making, team-oriented, and eager to be a part of a rapidly growing business.

This position is expected to work from our Kennesaw office at least 3 days/week, and will be fully in office for the training period of 30-60 days. Must be able to work the hours of 9:30 am - 6:30 pm.

Key Tasks

• Prepare 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
• Foster good working relationships with internal staff and partners
• Maintain customers and accounts within system of record
• Generate funding and audit worksheets for Accounting
• Verbally confirm contract terms with the customer
• Projects and other duties as required

Skills & Specifications

• Must be adaptable to change and able to multitask in a fast-paced environment
• Must possess a high attention to detail with excellent organizational and time management skills
• Demonstrate strong work ethic and motivation for personal development, openness to feedback, and willingness to learn
• Ability to think critically and problem-solve creatively
• Ability to independently make decisions and confidently communicate the decision-making process
• Strong analytical and investigative skills
• Demonstrated track record of reliability, accuracy, and productivity
• Demonstrated ability to work effectively within the policies and procedures of a highly regulated industry
• Demonstrated customer service skills, ability to communicate clearly and effectively both internally across teams and externally with partners and customers
• Strong interpersonal skills and emotional intelligence with the ability to work well with and adapt to a variety of personality types
• Excellent verbal and written communication skills
• Required knowledge of computer programs and proficiency in Microsoft Office (Excel and Word)

Education & Qualifications

• Minimum 2-4 years of experience in Financial Services, Coordinating, Legal, Banking, Insurance, or a similar field
• Previous experience as a Funding Coordinator or similar Commercial Lending role preferred
• Associate's or bachelor's degree preferred

Who is Channel?

At Elite powered by Channel, our mission is to help our Partners and Brokers provide working capital to their customers, the small businesses of main street America. Today, through strong relationships and frictionless technology, we’ve emerged as one of the country’s leading working capital financing companies.

Channel has five office locations in four states and has ranked among the 500/5000 fastest-growing private companies in the U.S. by Inc. magazine for 12 consecutive years. We offer a flexible work environment and encourage innovation and team member development. Benefits include medical, dental, and vision plans, HSA and FSA options, life insurance and disability plans, along with a generous PTO policy and employer-match company 401K plan.

The Legalities

CPCI is an equal opportunity employer. We consider all qualified applicants without regard to age, race, color, religion, sex, sexual orientation, gender identity, national origin, genetic information, national origin, disability, veteran status, marital status, family status or any other basis prohibited by law. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.