Admin / Processor (Merchant Cash Advance & Business Lending)
Budget: $2 – $8 USD
What You’ll Do
Intake & Packaging
Organize new deal intakes, request docs, and build lender-ready packages (bank statements, AR/AP, app, IDs, entity docs, UCC search, COJs where relevant, etc.).
Name/label files cleanly; maintain shared folders and checklists.
Light Underwriting / Readiness
Quick read on MCA / working capital / ABL / SBA fit (revenue stability, NSFs, daily balances, seasonality, debt stack, liens).
Create clean one-pager and lender notes (use of funds, asks, red flags, mitigants).
Submission & Portal Work
Submit through email and lender portals; complete forms accurately; attach correct docs; track submission timestamps.
Route to the right lenders based on deal profile and guidelines.
Pipeline Follow-Up
Chase UW feedback/conditions, gather stips, update trackers/CRM.
Manage back-and-forth with assigned lender reps; escalate delays fast.
Closing Coordination
Prep closing checklists, collect final stips, schedule calls, and drive to funding.
Keep client, lender, and internal team aligned on next steps and timing.
Must-Have Skills
MCA / business lending experience in processing or underwriting support (6–24+ months).
Extreme organization: checklists, version control, deadline discipline.
Portal fluency: comfortable submitting to multiple lender systems.
Document control: fast, accurate file naming, PDF merges, redactions.
Clear written updates (bullets, timestamps, next steps).
Thick skin & follow-through: you chase answers and close loops.
Nice-to-Haves
Prior ISO / MCA shop processor experience.
Light financial analysis (bank-statement patterning, NSFs, deposits).
UCC search/interpretation; stacking awareness; SBA basics.
Experience with Salesforce (or Pipedrive/HubSpot), Airtable, Smartsheet.
Spanish a plus.
Tools We Use (or similar)
Salesforce (CRM), Google Workspace, Dropbox/Drive
PDF tools (Adobe/Foxit), Excel/Sheets, Slack
Lender portals (various), HelloSign/Docusign
KPIs You Own
Time-to-submit (from full doc receipt → 24–48 hrs)
Submission accuracy (zero missed docs/mismatched forms)
UW response speed (chasing feedback within 24 hrs)
Clear pipeline notes (every active file updated daily)
File-to-approval rate and approval-to-funding rate
What Success Looks Like Here
Files are clean, complete, and submitted fast.
Lenders know exactly where the file stands (because your notes are airtight).
You anticipate stips, reduce back-and-forth, and shorten time to funding.
Intake & Packaging
Organize new deal intakes, request docs, and build lender-ready packages (bank statements, AR/AP, app, IDs, entity docs, UCC search, COJs where relevant, etc.).
Name/label files cleanly; maintain shared folders and checklists.
Light Underwriting / Readiness
Quick read on MCA / working capital / ABL / SBA fit (revenue stability, NSFs, daily balances, seasonality, debt stack, liens).
Create clean one-pager and lender notes (use of funds, asks, red flags, mitigants).
Submission & Portal Work
Submit through email and lender portals; complete forms accurately; attach correct docs; track submission timestamps.
Route to the right lenders based on deal profile and guidelines.
Pipeline Follow-Up
Chase UW feedback/conditions, gather stips, update trackers/CRM.
Manage back-and-forth with assigned lender reps; escalate delays fast.
Closing Coordination
Prep closing checklists, collect final stips, schedule calls, and drive to funding.
Keep client, lender, and internal team aligned on next steps and timing.
Must-Have Skills
MCA / business lending experience in processing or underwriting support (6–24+ months).
Extreme organization: checklists, version control, deadline discipline.
Portal fluency: comfortable submitting to multiple lender systems.
Document control: fast, accurate file naming, PDF merges, redactions.
Clear written updates (bullets, timestamps, next steps).
Thick skin & follow-through: you chase answers and close loops.
Nice-to-Haves
Prior ISO / MCA shop processor experience.
Light financial analysis (bank-statement patterning, NSFs, deposits).
UCC search/interpretation; stacking awareness; SBA basics.
Experience with Salesforce (or Pipedrive/HubSpot), Airtable, Smartsheet.
Spanish a plus.
Tools We Use (or similar)
Salesforce (CRM), Google Workspace, Dropbox/Drive
PDF tools (Adobe/Foxit), Excel/Sheets, Slack
Lender portals (various), HelloSign/Docusign
KPIs You Own
Time-to-submit (from full doc receipt → 24–48 hrs)
Submission accuracy (zero missed docs/mismatched forms)
UW response speed (chasing feedback within 24 hrs)
Clear pipeline notes (every active file updated daily)
File-to-approval rate and approval-to-funding rate
What Success Looks Like Here
Files are clean, complete, and submitted fast.
Lenders know exactly where the file stands (because your notes are airtight).
You anticipate stips, reduce back-and-forth, and shorten time to funding.