Deal Processor

The Role:

Go Cap Advance is a leader in the industry and has been providing funding for businesses nationwide. As a private, unsecured financial lender, we boast a 95% approval rating. We are expanding our offices and looking to hire additional sales representatives to join our fast-paced, growing firm. We will provide you with the best unlimited leads and in-depth training.We’re currently looking to bring on board a deal processor/operations manager with the skills and experience listed below to support our rapid expansion.

About You

  • 2+ years experience working in small business funding
  • Multi-tasker who excels in a high energy/fast-paced environment
  • Excellent verbal and written communication skills
  • Ability to prioritize effectively
  • Results-oriented and extroverted
  • Proficiency in MS Office & Gsuite

Day-to-Day

  • Verify and/or enter DocuSign/Clixsign application information and compile submission documents into leads
  • Complete bank statement file control
  • Change the opportunity stage in accordance with the deal status
  • Send submissions to lender network through our CRM and lender portals in accordance with direction from management
  • Enter requests for and notify reps of missing information from lenders to secure approval
  • Enter and notify account managers of lender approvals
  • Make contract requests on sold approvals
  • Input closing stipulations and eliminate them as they’re cleared
  • Enter commission information
  • Make syndication requests on behalf of management
  • Enter syndication information (future responsibility after syndication portal is built)
  • Take on independent assignments as needed
  • Responsibilities may increase along with company growth which will be compensated accordingly
Job Type: Full Time
Job Location: Syosset NY 11791

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