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About the Role
HighRise Capital is seeking an experienced Funding & Processing Specialist to manage transactions from submission through funding. This is not an entry-level position, and candidates must have previous hands-on experience processing MCA or business financing transactions. Candidates without relevant industry experience will not be considered.
Responsibilities
- Process MCA and business financing transactions from submission through funding.
- Review applications and deal packages for completeness.
- Collect and organize bank statements, identification, voided checks, tax returns, and other required documents.
- Package files for underwriting.
- Submit deals to funding partners.
- Track approvals, declines, and outstanding stipulations.
- Communicate stipulations to the sales team and obtain missing documentation.
- Work directly with underwriters and funding partners.
- Coordinate contracts and closing documents.
- Review executed contracts for completeness.
- Coordinate funding calls and verification requirements.
- Track transactions through final funding.
- Maintain accurate deal statuses within the CRM.
- Manage multiple active transactions simultaneously.
- Provide management and sales representatives with updates on pending deals.
- Identify problems that could delay funding and work quickly to resolve them.
Requirements
- Prior MCA / Business Finance processing experience required.
- Previous MCA/business finance processing experience required.
- Strong knowledge of the deal submission and funding process.
- Excellent organizational skills.
- Strong attention to detail.
- Ability to manage a large pipeline of active transactions.
- Excellent written and verbal communication.
- Comfortable working in a fast-paced financial sales environment.
- CRM experience.
- Ability to work effectively with sales representatives, underwriters, funders, and business owners.
Skills
- MCA deal processing
- Submitting deals to funders
- Underwriting stipulations
- Bank statement requirements
- Funding documentation
- Contracts
- Funding calls and verifications
- Working with brokers, funders, and underwriters
- Managing deals from submission through funding
- CRM experience
Experience Level
- Experienced
- NOT an entry-level position
Salary/Compensations
- Competitive base salary plus performance-based bonus opportunities.
Benefits
- Health Care Plan (Medical, Dental & Vision)
- Retirement Plan (401k, IRA)
- Life Insurance (Basic, Voluntary & AD&D)
- Paid Time Off (Vacation, Sick & Public Holidays)
- Family Leave (Maternity, Paternity)
- Training & Development
About the Company
- HighRise Capital is seeking an experienced Funding & Processing Specialist to manage transactions from submission through funding.