What are the responsibilities and job description for the Finance Administrator position at Block Equity Group?
We have an immediate opening for a bright, hard-working individual to join our Admin & Underwriting team. The ideal candidate will have had experience in the Merchant Cash Advance industry and general knowledge of the financial industry, including SBA programs, credit reporting, and more.
This position plays a critical role in analyzing applications, ensuring accuracy in documentation, and applying underwriting standards to support our funding operations. This role requires adaptability, as you will working within the Admin team and coordinating operations with the Sales & Management Teams.
Responsibilities :
- Analyze MCA applications and bank statements to assess eligibility.
- Upload and manage documents and data within the CRM system.
- Communicate Lender correspondence decisions to internal teams and stakeholders.
- Adapt to various roles, including sending emails and performing administrative tasks to support the team.
- Collect and analyze data related to loan applications, including credit reports, personal & business tax returns, and asset documentation, etc., from the internal team and verify they are accurate.
- Make sure your team's deal pipeline is up to date and updated frequently throughout the day.
Qualications :
