Core Responsibilities

• Review merchant applications for completeness


• Verify documents:




• Bank statements (3–6 months)


• Credit card processing statements


• Business licenses

• Enter and manage data in CRM systems


• Communicate with:




• ISOs (Independent Sales Organizations)


• Underwriters




• Submit files to lenders/funders


• Track deal progress until funding


• Ensure compliance with internal guidelines


• Strong attention to detail


• Fast-paced multitasking


• Organization & deadline management

Requirements

Required Skills

• Ability to read bank statements and cash flow


• Detect red flags (NSFs, negative balances, irregular deposits)

• Basic underwriting understanding (helpful)

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