Source Job

India

  • Review and verify application details, assess lender requirements, and determine appropriate deal placement.
  • Manage submissions, financial records, and approvals using Salesforce and digital tools.
  • Collaborate with loan officers and underwriters to support accurate and timely funding processes.

Financial Analysis Salesforce Analytical Skills Microsoft Office Communication

20 jobs similar to Funding/Submission Specialist

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$33–$50/hr
US

  • Evaluate prospective commercial borrowers and analyze complex financial information to assess credit risk.
  • Prepare comprehensive credit memorandums and supporting documentation for loan approval.
  • Mentor junior credit team members and collaborate across departments to improve credit processes.

This is a remote opportunity with a partner company that manages applications. They focus on commercial lending and portfolio management, seeking an experienced credit professional. The culture is collaborative, inclusive, and supportive, with a focus on process improvement and work-life balance.

$72,000–$120,000/yr
US

  • Evaluate and underwrite a broad range of lending opportunities while maintaining sound credit risk.
  • Manage transactions from initial review through approval, funding, and closing.
  • Collaborate with business development and client-facing teams to support informed lending decisions.

The company provides commercial lending and credit underwriting services. It fosters a culture focused on financial inclusion, innovation, collaboration, and professional growth.

US

  • Handle inbound and outbound calls and emails to assist customers with loan applications and questions.
  • Assess customer needs, explain loan options, and build trust to ensure satisfaction throughout the application process.
  • Meet monthly sales metrics while adhering to state and federal lending laws and compliance guidelines.

Reprise Financial is on a mission to simplify the financial journey for customers, making personal loans accessible and transparent. We foster a workplace built on innovation, collaboration, and kindness, providing tools and support for employees to thrive.

$70,000–$135,000/yr
US

  • Complete thorough analysis of loan files to ensure compliance with company, investor, and FHA/VA guidelines.
  • Underwrite the entire credit package and collateral for residential mortgage loans.
  • Maintain productivity standards, including 48-hour turnaround and three decisions per day.

PRMG is a mortgage company that encourages remote underwriting and offers aggressive bonus structures. The company fosters work-life balance and teamwork through a pod-based underwriting environment.

$22–$35/hr
US 3w PTO

  • Review and process credit applications, pulling reports, references, and financials to manage risk and support sales.
  • Communicate with customers and internal teams to negotiate credit solutions and provide guidance.
  • Monitor customer accounts, maintain records, and report on specific segments to mitigate risk.

SanMar is a apparel and accessories company that provides products and services to the promotional products industry. With a large workforce, the company fosters a collaborative culture with a focus on teamwork and professional growth.

US

  • Review loan applications, income verification, credit reports, and property valuations for manufactured housing loans.
  • Assess borrower creditworthiness and evaluate key financial indicators to determine loan feasibility and risk.
  • Collaborate with dealers and brokers to manage loan files and communicate underwriting decisions clearly.

Zippy provides fast, fully online loans for manufactured homes, offering home loans and insurance to buyers throughout the US. We are a remote-first, institutional-backed team headquartered in Dallas, TX, with a culture focused on passion, collaboration, and shared success.

$65,000–$70,000/yr
US 12w maternity 6w paternity

  • Calculate Knock Bridge Loan advance amounts and condition loan files for accuracy and compliance.
  • Manage a daily pipeline of loans while maintaining quick turn times and high-level customer service.
  • Communicate effectively with internal teams and external partners to ensure smooth loan processing.

Knock redefines the home buying and selling experience with its Knock Bridge Loan™, empowering homebuyers to buy before they sell. Founded in 2015, it has grown into a trusted partner with 60,000+ loan officers and agents, earning 900+ five-star reviews and an A+ BBB rating.

US

  • Support complex financing activities, including taxable and tax-exempt debt issuance, negotiations, and preparation of materials for senior leadership.
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$150,000–$180,000/yr
US

  • Partner with sales teams to develop and advance leasing and financing opportunities.
  • Coordinate with white-label and third-party banking partners to support customer financing.
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The company provides financing and leasing solutions that support customers' digital transformation initiatives. It operates with a remote-first culture, emphasizing collaboration across sales, finance, and operations teams.

India

  • Support the full financial lifecycle of clinical trials, including budgeting, forecasting, revenue recognition, and invoicing.
  • Perform variance analysis, review contracts and work orders, and identify scope changes or out-of-scope activities.
  • Collaborate with accounting and operational finance teams to ensure accurate month-end, quarter-end, and year-end close activities.

The hiring company is a clinical research organization supporting complex clinical trials across the full financial lifecycle. They operate in a global, data-driven environment with collaborative operational finance and accounting teams.

US

  • Review and validate loan application and funding documents, including contracts and required project documentation.
  • Respond to installer support requests and assist with questions regarding applications, project requirements, documentation, and funding.
  • Support administrative tasks for installer onboarding, project processing, and ongoing account support while upholding OneEthos' ethical solar principles.

OneEthos is a purpose-driven fintech startup founded by community bankers to provide best-in-class digital solutions for community financial institutions, focusing on ethical solar financing and impact banking. The remote-first team of software engineers, growth accelerators, and partner success facilitators is driven, mission-aligned, and committed to sustainability and social impact.

Pakistan

  • Collect, review, and analyze applicants' financial information including bank statements, credit reports, and business financial statements.
  • Directly communicate with clients and sales teams about application status and additional document requirements.
  • Make underwriting decisions to approve, decline, or seek exceptions based on policy guidelines and risk assessment.

Motive empowers the people who run physical operations with tools to make their work safer, more productive, and more profitable. The company serves nearly 100,000 customers across various industries and fosters a diverse and inclusive workplace.

US

  • Make outbound calls to prospective customers to discuss mortgage loan interest and refinancing needs
  • Gather customer financial information and communicate next steps to loan officers
  • Provide high-level customer service through email and phone to create an exceptional experience

New American Funding is a mortgage lender focused on helping customers achieve home financing goals through loan origination and refinancing. The company supports a customer-centered culture and offers a remote work environment.

US

  • Supports loan boarding and de-boarding processes within Transfer Services
  • Responds to Client Relations tickets and makes data corrections as needed
  • Orders, mails, and reviews RESPA or Transfer related letters for loan boarding and offboarding

LoanCare is a leading full-service mortgage loan subservicer, helping customers with home purchase transactions. Backed by Fidelity National Financial, a Fortune 500 company, they offer a culture built on integrity, innovation, and collaboration.

India 3w PTO

  • Own the end-to-end marketing funnel for a B2B cybersecurity product, from demand generation through nurture and booked opportunities.
  • Develop and test positioning, messaging, and content across SEO, email automation, and LinkedIn to drive qualified traffic.
  • Analyze funnel performance and build repeatable marketing processes to deliver measurable growth in a fully remote team.

This partner company provides an established B2B SaaS cybersecurity offering. It operates as a fully remote, international team where growth marketers collaborate closely with senior revenue leadership.

India

  • Investigate local, state, and federal U.S. court records to retrieve and interpret case information.
  • Classify charges, case types, statuses, and dispositions accurately for background verification reports.
  • Enter findings into internal systems while meeting service-level agreements and quality benchmarks.

The company provides background screening services, specializing in U.S. public records research. The team is deadline-driven and structured, with a focus on accuracy and compliance.

US

  • Provide daily sales and partner support to ISO Partner Manager teams, including contract management, document review, pipeline updates, and partner communication.
  • Assist in ISO onboarding tasks, vet potential partners, and manage partner accounts and recertification.
  • Work cross-functionally with Legal, Sales, Compliance, and Operations to ensure a seamless partner experience and compliance.

We are a small business financing company that acts as a direct lender and marketplace, providing businesses with tailored financing solutions. Our fast-paced culture values self-direction, integrity, and doing the right thing even when it takes hard work.

$72,000–$120,000/yr
US

  • Underwrite a variety of lending products efficiently, applying credit policies and minimum standards to manage risk.
  • Collaborate with Business Development Officers to provide consultative credit perspectives and review deal packages.
  • Manage the underwriting process from initial review through closing, including financial analysis, due diligence, and mentoring team members.

Pathward is a financial empowerment company that works with innovators to increase financial availability, choice, and opportunity for all. We are a team of problem solvers and innovators who celebrate our differences and know that our unique perspectives make us stronger.

$76,500–$103,500/yr
US

  • Perform financial analysis across cost accounting, revenue recognition, forecasting, budgeting, variance analysis, and Estimate at Completion (EAC) development.
  • Support monthly close, AP/AR review, contract requirements, and financial reporting to provide actionable insights to management.
  • Collaborate with program managers and finance teams, leveraging AI-enabled tools to enhance productivity and ensure compliance.

The company supports mission-critical initiatives within a Federal Health environment, partnering with finance and program leadership to deliver accurate financial analysis and insights. It fosters a collaborative, detail-oriented culture with an emphasis on professional growth, innovation, and wellness.

India

  • Provide personalized support to Loopio users by troubleshooting and resolving issues via email and phone.
  • Empower customers by creating help center resources and participating in internal training sessions.
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Loopio is a software company that provides a platform for teams to manage and respond to RFPs efficiently. They are a remote-first organization with a global team across Canada, India, and the UK, fostering a supportive and inclusive culture.