What are the responsibilities and job description for the Deal Desk Document Coordinator - Contract position at SmartBiz?
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Overview
SmartBiz is on a mission to transform small business banking. SmartBiz is the leading technology-powered small business financing platform equipping entrepreneurs with access to the right capital at the right time. To date, we've connected borrowers with more than $9 billion in funding while increasing efficiency for our network of banks and trusted lending partners. More than 230,000 entrepreneurs have utilized our platform to access the funding they need to grow, with 60% of loans made to minority, women, or veteran-owned businesses.
Deal Desk Document Coordinator Overview :
We're looking for a process-driven Deal Desk Document Coordinator who can help us continue to build a team that lives our mission of helping the small businesses across America!
Our Deal Desk Document Coordinator will play a key role in supporting the sales and operations teams by managing and processing sales-related documents across multiple platforms. Your attention to detail and efficiency will ensure the secure and efficient movement of various files between different computer systems, delivering a smooth transfer of information while maintaining data integrity and compliance with security standards.
What you will do!
- Manually transfer deal-related documents between internal systems.
- Ensure version control and chain of custody for all deal-related documentation.
- Act as first line of defense against document related fraud and mishandling.
- Assist sales and operations teams with merging, splitting, and formatting documents to meet internal requirements.
- Serve as a point of contact for sales representatives needing document support.
- Work closely with the Revenue Operations team and other stakeholders to support process improvements and maintain data integrity across platforms.
The ideal candidate!
Experience / Education / Background
Skills
Opportunities & Benefits We Will Provide :
More About SmartBiz :
SmartBiz Loans is an Equal Opportunity employer and proud to provide equal employment opportunity to all job seekers without regard to any status protected by applicable law.
California residents can learn more about how we use your information by visiting https : / / sites.google.com / view / smartbizloans-employment-ccpa
