Job Description
Job Description
Position Overview
The Senior Administrative Assistant will play a critical role in ensuring the accuracy and timeliness of client funding submissions. This individual must be detail-oriented, proactive, and able to manage multiple priorities in a fast-paced environment. The ideal candidate is a self-starter who can work independently while maintaining strong collaboration with internal teams and external partners.
Key Responsibilities
Application Preparation & Submission
- Convert applications into Direct Capital Fund’s format and ensure all required fields are completed.
- Review applications for completeness and accuracy before submission.
- Send applications for e-signature (e.g., DocuSign) and follow up to ensure timely return.
- Submit applications to designated banks and funding institutions with proper supporting documents (e.g., last 3–4 months of bank statements).
- Ensure submissions follow company guidelines (e.g., no watermarked statements, correct templates, etc.).
Liaison with Financial Institutions
- Serve as the primary point of contact for banks during the submission process.
- Respond promptly to bank requests for clarification or additional documentation.
- Track submission progress and confirm receipt of applications with banks.
Document & Data Management
- Upload and maintain all client documents in the CRM and Submissions Board.
- Keep accurate records of submission statuses and ensure timely updates across platforms.
- Safeguard sensitive client and financial data in compliance with company and regulatory standards.
Communication & Coordination
- Collaborate with Funding Agents to gather necessary client information (bank statements, IDs, contracts, voided checks, etc.).
- Communicate deal progress clearly through CRM, Google Chat, and in-person updates.
- Notify Funding Agents when contracts are sent, signed, or funded.
- Compliance & Quality Assurance
- Double-check all submissions and uploaded documents for accuracy and compliance before sending to banks.
- Verify that all submissions adhere to Direct Capital Fund’s policies and financial institution requirements.
- Ensure payment advice, contracts, and funded deal confirmations are properly logged and distributed to relevant parties.
- Deal Finalization
- Record approved deal details in CRM, including funding amount, terms, and merchant information.
- Move deals through the proper stages in the Submission Board (“Waiting for Contract,” “Funded,” etc.).
- Send thank-you correspondence to lenders upon deal completion.
- Administrative Support
- Handle office support tasks (e.g., coordinating vendor orders like Uber Eats, event setups).
Qualifications & Skills
- Associate degree in Finance, Business Administration, or a minimum of 3 years of sales experience.
- Must have experience working with Google Suite (Docs, Sheets, Slides, etc.).
- Proven experience in financial services, lending, or a related industry a plus.
- Strong understanding of various financing options and financial products.
- Excellent analytical, problem-solving, and organizational skills.
- Strong communication and interpersonal abilities.
- Ability to work independently and collaboratively in a fast-paced environment.
- Proficiency in Microsoft Office Suite and familiarity with financial software applications.
Compensation & Benefits
- Competitive hourly wage.
- Comprehensive benefits package, including medical, dental, vision, and 401(k) plans.
If you're a driven professional with expertise in financial services, a great attitude and Google Suite proficiency, apply today to join our growing team!
Company DescriptionDirect Capital Fund is a dynamic and fast-growing financial services firm specializing in business funding solutions. We pride ourselves on efficiency, professionalism, and maintaining strong relationships with our clients and financial partners. We are seeking a highly motivated Senior Administrative Assistant to support our Submissions Department.
Company Description
Direct Capital Fund is a dynamic and fast-growing financial services firm specializing in business funding solutions. We pride ourselves on efficiency, professionalism, and maintaining strong relationships with our clients and financial partners. We are seeking a highly motivated Senior Administrative Assistant to support our Submissions Department.