Commercial Lending Jobs

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Hourly - Entry Level ($) - Est. Time: More than 6 months, 10-30 hrs/week - Posted
YOU MUST NOT WORK FOR AN AGENCY. If you are selected, you will become part of a team working working to assist the origination of home loans, asset finance and associated products. With several Australian based staff and a growing team of remote contractors, such as yourself, you will be assured on going work and remuneration, if you are the right person. You will ultimately perform a variety of roles, however, as you start you will be given a limited set of tasks and provided with training in that area. You will report to a team leader based in the Philippines, who will provide training and supervision to you. Initially you will be responsible for; 1. Receipting incoming electronic documents. This will require some skills with pdf and may involve splitting or joining files, and/or converting other formats such as .jpg to pdf. 2. Electronically naming these according to our naming convention and storing in the correct file location. 3. Entering these documents into a document register, and inserting a link in the register to the document so that it may easily be retrieved. 4. Cross checking to determine if the document is required as part of a loan file, and if so, duplicating the file and storing in a particular location. 5. Quality reviewing the document to determine if it meets lender requirements, and if not, identifies the deficiencies (eg. not clear, does not cover required period, eg 3 months, 6 months). 6. Make notes in relation to this and report daily to the supervisor as to each file deficiency so that follow up can occur with the client. Your initial role will also include receiving electronic voice memo's and updated details contained in those files to the clients notes for review later by finance staff. You will be required to create tasks, phone records, meeting notes and updates of the CRM based on these voice memo's. You will also perform virtual assistant role such as booking appointments or scheduling meetings for the principals google calendar, conducting research for various request (such as finding hotel accommodation, or flight pricing), or other duties as may be required from time in the role as an assistant. You responsibilities may grow in include; 1. Contacting lenders by phone or email to obtain information on behalf of the loan writing team. 2. Having email and / or phone contact directly with clients. 3. Updating outstanding lender conditions per documentation received. 4. Preparing lenders calculators to assess affordability etc. The successful person will have; 1. Excellent written English. This is non negotiable and you will be required to submit responses to questions to demonstrate prior to being appointed to the job. 2. A strong grasp of spoken English is also a prerequisite skill. 3. The ability to follow set procedures. 4. Confidentiality and the understanding for the need for IT security in systems that you use. 5. Good understanding of google apps (mail, drive). 6. The ability to use Streak CRM (you will be provided training but some research first would assist in being selected). 7. The ability to dedicate 30 hours per week to the task. Whilst I understand that in the early stages you may need to keep other contract work on, once you have passed a six month probation period, it would be expected that this would be your primary focus. 8. An analytical and problem solving ability is highly desirable. 9. Previous experience in lending, loan file management, document management or similar is a highly desirable qualification. The position will initially be paid at $4.80 USD for the first six months. This will rise at set rates as you pass your qualification period and an ongoing relationship is established. For particularly highly qualified individuals a higher rate may be negotiated once those skills have been demonstrated. This is a long term position for the successful applicant that is hoped to last for many years. You will need access to a computer of reasonable standards, and a reliable fast internet connection. You will need to supply your computer specifications and a screen shot of your internet speed.
Skills: Commercial Lending Adobe PDF Document Control Google Apps
Fixed-Price - Intermediate ($$) - Est. Budget: $200 - Posted
TheBDRTeam Marketing group offers all marketing services, a call center, & web services to Mid-Market clients. We are looking for experienced sales execs to set & close appointments for these kinds of services, and our perspective clients requesting them. TheBDRTeam provides the Sales Exec : > An OB Sales Telemarketer to help you get leads, > We provide additional leads, > Social Media saturation, > Mass Email Marketing on your behalf, > VOIP soft phone > Daily Sales Training, 2 days in weekly conference with other Teams & Reps across US For a Client Prospect we pay: up to $25 per appointment $5 for a qualified appointment $6 more when they show up $14 if they agree to a proposal $50- $2,000 Sales Commission depending on size of your closed deal For Partnership Appointments we pay: $5 for a qualified appointment $5 when they show up $5 if they agree to a proposal IF YOU MEET our process goals; (THINGS you CAN control) 20-30 dials per campaign, 1 hour (2 Dial campaigns minimum per day required) 1500 emails per day, ( automation) 5 minutes SM Process (30 minutes) 5 Email Rule Total Commitment time needed: 4-6 hours per day if you meet these requirements: You have the option to take a draw of$200 per month as allowance as a draw which comes out of your "sales payout" once you closed deals this way you have a few bucks in your pocket while you build a pipeline Draw = $200 - minus payout for appointments / sales Fixed Payout based on Appointments / Sales Your Minimum Proposal to us: 10 appointments per month 2 closed deals per month Lead generation via >>>OB Calls, >>>SM and >>>Email Contract renews as you finish requirements
Skills: Commercial Lending Accounting Certified Public Accountant (CPA) Cold calling
Fixed-Price - Expert ($$$) - Est. Budget: $10,000 - Posted
I represent a CPA firm and a business loan brokerage firm that is seeking to hire several Business Loan Brokers. The duties of this job will be 1. Receive applications from qualified clients for business loans from my operations 2. Review files for lend ability 4. Develop referral relationship with potential lending partners based on the clients needs after file review. Get ISO agreement from lending partner. 5. Create pre approval for client after a potential financing situation has been identified to meet the clients needs. If needed we can amend tax returns, and book keeping and create YTD financials 6. Submit loans to banks, and other financing companies and institutions 7. Gather stipulations for client, from my firm and close deal. Please respond with your business background, experience financing B2B funding, and ability to review financial documents to see if client qualifies for potential financing opportunities. Most of our clients are small business owners with 1 - 50 employees that generate 100k to 5 Million in yearly revenue. Most of our customers have a credit score of 600+ however if someone has a lower score we help to improve their score to qualify for better loans in the future. We provide clients with accounting and tax preparation consulting to help clients become more lendable. Typical loans clients look for are below. 1. Line of Credit 2. Equipment loans 3. Vehicle Loans 4. Construction Loans 5. SBA Loans 6. Commercial real estate loans 7. Seasonal loans 8. Factoring 9. Cash advance loans 10. Start up loans Our firm does the accounting and gathers stips we are looking for someone to help review files and place them with the correct lender after we establish a referral partnership.
Skills: Commercial Lending Corporate Finance Crowdfunding Financial analysis