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Intake Coordinator

Apex MCA Holdings LLC
Aventura, FL Full Time
POSTED ON 2/20/2025
AVAILABLE BEFORE 4/18/2025

Intake Coordinator

WHO IS APEX MCA Holdings?

Since our inception, Apex MCA Holdings has made it our mission to provide a better funding experience for small to mid-market businesses. We understand that traditional capital sources have made it unreasonably difficult for businesses to get the capital needed to remain competitive and vibrant in our modern economy. Therefore, we have sought to offer customized opportunities to help businesses evolve. We accomplish this by working closely with clients to look past just numbers and focus on understanding the bigger picture.

Job Description

We are seeking an experienced professional to join our team and provide essential support to the underwriting department. This is a full-time in-person position located in our Aventura Office.

Key Responsibilities:

  • Intake and CRM Management: Intake financing applications and input all details to our CRM
  • Documents and Filing: Saving and filing of all pertinent documents throughout the approval process
  • Data Entry: Recording and documenting relevant data

Qualifications

  • Strong communication and interpersonal skills
  • Attention to detail and high level of accuracy
  • Ability to handle sensitive information with confidentiality
  • Excellent organizational and time management skills

Office Hours

Monday to Thursday: 10:00 am to 6:00 pm

Friday: 10:00 am to 3:00 pm

Benefits:

  • Competitive salary
  • Health, Dental, and Vision Insurance
  • 401K matching
  • PTO and Holidays

Salary: $35,000

Pay commensurate with experience.

Job Type: Full-time

Pay: From $35,000.00 per year

Benefits:

  • 401(k) matching
  • Dental insurance
  • Health insurance
  • Paid time off
  • Vision insurance

Schedule:

  • Monday to Friday

Work Location: In person

Salary : $35,000

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