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About the Role
This role is responsible for reviewing and processing new deal submissions, ensuring all necessary documentation is complete and accurate. You will communicate with external partners, prepare contracts, and manage deal statuses within the CRM, while adhering to compliance and processing targets.
Responsibilities
- Review new deal submissions for completeness, including applications, bank statements, and IDs.
- Communicate with ISOs, brokers, and merchants to collect missing documents and clarify information.
- Organize files and prepare them for underwriting review.
- Verify merchant and owner information, including business details, ownership, and bank account data.
- Prepare, send, and track contracts and e-signatures.
- Complete pre-funding checklists and coordinate with the funding team.
- Update deal statuses and notes accurately in the CRM/loan management system.
- Follow compliance procedures, including document verification and fraud-prevention protocols.
- Meet daily and weekly processing targets while maintaining a high level of accuracy.
Requirements
- 1+ year of experience as a processor in MCA, small business lending, or alternative finance.
- Working knowledge of MCA deal structures and terminology (factor rates, holdbacks, ACH/split funding, stacking, etc.).
- Ability to read and review business bank statements.
- Strong attention to detail and organizational skills.
- Clear, professional written and verbal communication.
- Comfortable managing multiple deals at once in a fast-paced environment.
- Proficiency with Microsoft Office/Google Workspace and e-signature tools.
Skills
- MCA deal structures
- MCA terminology
- Bank statement review
- Attention to detail
- Organizational skills
- Written communication
- Verbal communication
- Time management
- Microsoft Office
- Google Workspace
- E-signature tools
Experience Level
- 1+ year of experience
Salary/Compensations
- Competitive salary
Benefits
- Performance bonuses
- Health, dental, and vision insurance
- 401(k) / retirement plan
- Paid time off
- Paid holidays
- Training
- Opportunities for growth
About the Company
- Supportive team in a growing industry.