Job Description
Job DescriptionJob Summary:
We are a fast-growing merchant cash advance company seeking a dependable and detail-oriented Administrative Assistant to join our back office operations team. In this role, you will play a key part in supporting the funding process by preparing critical documentation, managing administrative workflows, and ensuring compliance with internal protocols. The ideal candidate is organized, proactive, and comfortable working in a fast-paced financial environment. This is an excellent opportunity to gain hands-on experience in the alternative lending industry while contributing to the success of a dynamic team.
Key Responsibilities:
Filling Out Contracts
- Prepare and accurately complete funding contracts and related documents for client files.
- Verify that all necessary fields are filled, including business names, entity details, and funding terms.
- Ensure all contracts meet internal compliance standards and are properly formatted.
- Work closely with the funding and underwriting teams to finalize documents.
Sending Payoff Letters / Zero Balance Letters
- Draft and send official payoff and zero balance letters to clients and external funders.
- Confirm balances and payment statuses before issuing letters.
- Maintain a professional tone and accuracy in all correspondence.
- Ensure timely delivery and documentation of all outgoing letters.
Changing Debits
- Process and update ACH debit instructions per client requests or contract changes.
- Enter new banking information accurately and verify updates with the appropriate parties.
- Monitor for errors and ensure smooth implementation of payment changes.
- Coordinate closely with the funding team to avoid payment disruptions.
Running Reports / Background Checks
- Pull credit and background reports as part of the due diligence process.
- Use platforms such as Clear, PACER, Secretary of State websites, and court record systems.
- Compile findings and share relevant information with the underwriting team.
- Conduct supplemental research through business websites and news sources as needed.
Filing UCCs
- Prepare and file UCC-1 financing statements for funded deals.
- Input accurate party information and select appropriate filing jurisdictions.
- File through state portals and maintain organized records of all submissions.
- Follow up to confirm successful filing and resolve any discrepancies.
Qualifications:
- Previous administrative experience in a financial, legal, or office support role preferred
- Strong written and verbal communication skills
- Excellent attention to detail and a high degree of accuracy
- Familiarity with ACH processes, contracts, UCC filings, and legal documentation is required
- Strong research skills and ability to work with various online systems
- Proficiency in Microsoft Office Suite (Word, Excel, Outlook)
- Professionalism, discretion, and the ability to handle confidential information
- Must be comfortable working full-time in an in-office setting
To Apply: Please submit your resume along with a brief introduction highlighting your administrative experience and interest in this role.