Expert VA

Submission Coordinator

Remote, United States remote Entry Salary not listed
remote Technology & IT Curated
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About the role

This is a remote position.
Day-To-Day:
Review and confirm application information

Review waterfall documents to determine the appropriate lender for deal submission and ensure accurate allocation based on lender criteria.

Financial analysis of bank statements to ensure the financial health of the business meets necessary qualifications.

Send submissions to the lender through the lender’s online portal.

Collaborate with loan officers, underwriters, and other team members for efficient processing.

Leverage analytical skills and think outside the box to navigate complex deal structures, ident

Identify potential roadblocks, and develop innovative solutions that drive deals to successful completion.

Maintain accurate and up-to-date records of loan applications that were submitted.

Stay updated on industry trends, regulations, and best practices related to loan processing and underwriting.

Adhere to compliance guidelines and internal policies to ensure a high level of integrity and risk management.

Requirements
Qualifications:
• Minimum 6 months of experience in a Submission Coordinator, Loan Processing, Funding Coordinator, Underwriting Support, or related role• Strong understanding of U.S. small business funding and alternative lending (preferred)• Experience reviewing credit reports and business bank statements• Excellent organizational, communication, and multitasking skills• Proficiency with Excel, Microsoft Office, and Google WorkspaceImportant Notes:
Tools - Zoho CRM, Excel, G suite, Google Chat (Mode of Communication), Ring Central - phone number
Timeliness & Commit

Detail oriented

Proactive

Benefits
-100% Work from Home - 9 am - 6 pm EST- HMO
-Paid Leaves

Originally posted on Himalayas

Interview prep

Walk in with sharper answers.

Use this as a quick practice sheet before you speak with the employer.

Role
Technology & IT CRM Excel Finance Remote Collaboration remote

Likely questions

  1. Tell us about work you have done that is close to the Submission Coordinator role.
  2. How would you approach your first 30 days at Expert VA?
  3. Which of CRM, Excel and Finance have you used recently, and what did it help you achieve?
  4. Describe a time you solved a problem without waiting to be told exactly what to do.
  5. How do you stay organised and communicate clearly when working remotely?

Prepare before the call

  • A recent example that proves your experience with CRM, Excel and Finance.
  • One short story with a problem, your action, and the result.
  • Two examples that show the strengths listed on your CV.
  • A clear reason why this role and company interest you.
  • Your availability, preferred work style, and salary expectations.

Ask them

  • What would success look like in the first 90 days?
  • What are the main problems this hire should help solve?
  • How does the team give feedback and measure good work?
  • What does a normal working week look like for this role?
Practice line

I am interested in the Submission Coordinator role because I can bring practical experience in CRM, Excel and Finance, learn the team quickly, and contribute to the outcomes Expert VA needs from this hire.

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