Company Overview
The Fundworks, LLC is a provider of alternative financing to small businesses and merchants, focusing on both healthy and challenged companies. We ourselves are a team of entrepreneurs who have spent our careers growing small entrepreneur and family-owned companies. We are looking for the right individual to join our team, who is ready to learn and use their skills and experience to add value to our ever-growing company.
Job Summary
Our Renewals Specialist is processing and analyzing daily incoming submissions from our external customers. The specialist is responsible for accurately and efficiently inputting all information provided on the documents into our internal servers, and pulling various reports related to the submissions, as well as completing the necessary analyses and underwriting tasks.
Responsibilities and Duties
- Ensure all required documents are submitted
- Create entries in our internal systems accurately inputting business and owner information
- Analyze incoming bank statements for management to review efficiently
- Pull and review commercial and consumer credit reports
- Complete background checks and other underwriting requirements effectively with thorough notes
- Provide support to the internal team to complete necessary underwriting tasks
- Communicate effectively throughout the analysis review
- Provide high quality customer service to internal and external clients
- Communicate effectively on the phone with both customers and our partners
- Occasionally perform other duties as assigned by management
Skills and Competencies
- Highly detail-oriented and comfortable dealing with numbers
- Excellent organizational skills and ability to prioritize workload in order to meet tight deadlines in a fast-paced and dynamic work environment
- Strong verbal and written communication skills
- Resourceful – willing to take on other assignments as needed to support the team
Qualifications
- 1 – 3 years of previous financial services underwriting or processing experience is preferred
Compensation
- based on experience
Benefits and Perks
- We offer competitive medical, dental, vision and basic life benefits, 401K, performance bonus, paid time off, sick days and paid holidays.
- Remote work available in CA, NJ, NY, MO, MA, TX, UT, PA, FL