Financial Operations Intern

About the Role - After much interest in our company from college students, we are now offering an internship position for those still enrolled in university programs. The ideal candidate will have had experience or interest in Operations & Administrative roles, as well as a 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.

This role offers the opportunity to learn how the Operations & Administration team at a commercial finance company secures or provides funding to our clients (US-based businesses).

Responsibilities Include:

• Analyze funding 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.
• 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, as well as utilize our KYC tools (including background checks, etc).
• Make sure your team's deal pipeline record is up to date and updated frequently throughout the day.

Qualifications:

• Exceptional attention to detail and accuracy.
• Organization as a lifestyle. Bring order from chaos.
• Strong phone and email communication skills.
• Experience working in a high-pressure, fast-paced environment.
• A strong sense of urgency to meet deadlines and client needs.
• Microsoft Suite, Google Suite, Adobe Acrobat