Demo

Submission Specialist (MCA)

BH Capital Funding
Garden, NY Full Time
POSTED ON 2/27/2025
AVAILABLE BEFORE 4/24/2025

About Us

BH Capital Funding LLC is a fast-growing financial services company specializing in MCA, term loans, LOC, and Insurance products. We are dedicated to delivering outstanding service to our partners and clients. Our team is seeking a highly organized and proactive Administrative Assistant to support our operations, sales, and affiliate management.

Key Responsibilities: Salesforce Management & Coordination

  • Accurately input approved offers and update opportunities in Salesforce.
  • Generate and send proposals to merchants.
  • Coordinate with team members for deal facilitation and follow-ups.
  • Manage affiliate inquiries and scheduling.
  • Ensure compliance with lead source tracking and updates.

Communication Management

  • Monitor and manage emails using Outlook and Salesforce.
  • Draft, prioritize, and send routine replies; escalate critical emails.
  • Serve as the first point of contact for incoming calls, routing appropriately.
  • Document and log call details in Salesforce or Slack.
  • & Merchant Support
  • Prepare, organize, and track loan application submissions.
  • Follow up with merchants for timely submission of documents.
  • Maintain updated records of sold contracts and coordinate with partners.

Administrative & Operational Support

  • Manage Slack updates for MCA submission tracking.
  • Complete manual data entry in Salesforce and OneDrive.
  • Create tasks and follow-ups in Asana.
  • Perform basic website updates and troubleshooting.

Accounting & Financial Coordination

  • Record and update payables, receivables, and commissions.
  • Track and manage commissions owed to team members and affiliates.
  • Generate financial summaries and ensure timely payments.

Vendor & Partner Coordination

  • Follow up with partners to request sold contracts.
  • Liaise with vendors to resolve operational issues and escalate as needed.

Affiliate & Lead Tracking

  • Update Salesforce with affiliate details and lead sources.
  • Ensure compliance with data entry standards for affiliates and leads.

What We're Looking For

Qualifications:

  • Previous experience in an administrative role, preferably in finance or sales.
  • Proficiency with Salesforce, Slack, Outlook, Asana, and similar tools.
  • Strong communication skills and attention to detail.
  • Excellent organizational and time-management abilities.
  • Ability to prioritize and multitask in a fast-paced environment.
  • Bilingual candidates are encouraged to apply.

Key Skills:

  • Data entry and document management.
  • Basic financial management and accounting.
  • Effective written and verbal communication.
  • Problem-solving and proactive follow-ups.

Why Join Us?

  • Be part of a growing and dynamic team.
  • Opportunity to work with cutting-edge tools and systems.
  • Competitive salary and room for professional development.

How to Apply:
Submit your application through really, including your resume and a brief cover letter detailing your experience and why you're the perfect fit for this role.

Job Types: Full-time, Part-time

Pay: $23.00 - $25.00 per hour

Benefits:

  • Flexible schedule

Schedule:

  • 8 hour shift

Experience:

  • Executive administrative support: 1 year (Required)

Ability to Commute:

  • Garden City, NY 11530 (Required)

Work Location: In person

Salary : $23 - $25

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