Funding & Processing Specialist

PRIOR MCA / BUSINESS FINANCE PROCESSING EXPERIENCE REQUIRED

HighRise Capital is seeking an experienced Funding & Processing Specialist to manage transactions from submission through funding.

This is NOT an entry-level position. 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

• REQUIRED EXPERIENCE
• Applicants MUST have prior professional experience in MCA, alternative business lending, or commercial finance processing.
• We are specifically looking for someone who already understands: 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
• We are not looking to train someone from the ground up. You should be able to step into the position with an existing understanding of the MCA/business finance funding process.

Qualifications

• 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
• Performance Expectations
• Performance will be measured by deal turnaround time, file accuracy, stipulation turnaround, funded transactions, deal fallout, and overall pipeline management.