Funding Specialist
YouLend•Atlanta, GA
•Onsite
About The Position
As a Funding Specialist, you will play a critical role in ensuring a smooth and efficient funding process for our merchants. Working closely with Sales and Operations teams, you will review merchant applications, verify supporting documentation, and coordinate funding activities from approval through to disbursement. Your attention to detail and ability to manage multiple priorities will help deliver an exceptional customer experience while supporting business growth.
Requirements
- Exceptional attention to detail and accuracy.
- Proven ability to work effectively under pressure and manage competing priorities.
- Strong organisational and time management skills.
- Excellent written and verbal communication skills.
- Demonstrated problem-solving ability with a proactive approach.
- A collaborative, team-oriented mindset.
- Positive attitude, reliability, and a strong work ethic.
- Proficiency in Microsoft Office Suite, particularly Excel; experience with CRM or financial systems is advantageous.
- Experience working in a fast-paced financial services or fintech environment.
- A customer-first approach with a passion for helping businesses access funding.
- Confidence working with financial data and documentation.
- Strong analytical and decision-making skills.
- Ability to identify risks and escalate issues appropriately.
Nice To Haves
- Previous experience in funding, financial services, banking, lending, or operations is preferred but not essential.
- Experience using CRM platforms and funding or loan management systems.
- A continuous improvement mindset with a focus on operational excellence.
Responsibilities
- Develop a strong understanding of the company's products, financing solutions, funding processes, and partner ecosystem to effectively support merchant funding.
- Review approved funding applications and verify all required documentation to ensure accuracy, completeness, and compliance with internal policies.
- Analyse merchant financial information, including bank statements and supporting documentation, to validate funding requirements.
- Coordinate with Sales, Underwriting, and Operations teams to resolve outstanding conditions and facilitate timely funding.
- Monitor funding pipelines and proactively manage a high volume of cases while meeting service level agreements.
- Communicate with internal stakeholders to provide updates and resolve funding-related enquiries.
- Ensure all funding activities are completed accurately and in accordance with regulatory and company requirements.
- Identify process improvement opportunities to enhance operational efficiency and the overall customer experience.
- Maintain accurate records within CRM and internal funding systems.
Benefits
- Health Care Coverage. YouLend covers 80%; employee contribution is 20% of the premium.
- Medical Plan (medical insurance and prescription drug coverage)- Choice of 5 different plans through United Healthcare.
- Dental plan coverage
- Vision plan coverage
- Benefits can be for: Employee only; Employee & Spouse; Employee & Child; Employee & Family
- Retirement - 401K match. Employee match $1 for $1 up to 5% of salary.
- Basic Life & AD&D Insurance.
- International travel insurance covered if traveling abroad for work purposes.
- Paid Time Off (PTO)- 20 working days (4 weeks) + US public holidays
- Paid Office Parking
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
