Funding Coordinator

Position Responsibilities

Our Funding Coordinators are accountable for supporting all documentation workflow and onboarding of equipment finance and working capital transactions to the system, including critical review of fraud checks. You’ll be responsible for building relationships with internal and external partners and providing phone/email coverage for the team. This individual is critical in ensuring compliance procedures are followed to process equipment finance documents, reviewing stipulation documents, and handling funding requests from referral sources. The best candidates will be detailed oriented, comfortable reviewing key provisions of the document with clients prior to funding, collaborative, and eager to be a part of a rapidly growing business.

Key Responsibilities

• Prepare and review lease, loan, and business advance documents

• Verify all requirements are met and fraud checks are complete prior to funding

• Ensure compliance with company standards and procedures

• Adhere and verify state titling, usury, and regulatory requirements

• Foster good working relationships with internal staff and partners

• Maintain customers and accounts within system of record

• Verbally confirm contract terms with the customer 

• Projects and other duties as required 

Key Performance Indicators 

• Production/Applications processed within specified SLAs 

• Meet Monthly Funding Targets

• Identifying and mitigating potential issues

• Assurance of Proper terms and conditions on funded transactions

Skills & Specifications

• 2-5 years of experience in commercial, non-mortgage, lending (preferred)

• Experience working with titled vehicles (preferred)

• Must be able to multitask and be highly adaptable to change

• Must be detail oriented, have excellent organizational and time management skills 

• Good interpersonal relationship skills and motivation for personal growth

• Required knowledge of computer and proficient in Microsoft Office (Excel and Word)

• Strong math and analytical skills

• Friendly and personable

• Strong verbal and written communication skills

Education & Qualifications

• 2-4 year degree preferred but not required 

• Must be able to work hybrid schedule in-office; this is not a remote work position

• Previous experience in Lending or Equipment FInance in a similar role preferred

• Demonstrated track record of accuracy and productivity

Company Summary

Trio Capital is a national provider of small business loans, advances and equipment financing utilizing customized technology and business processes. The organization is the newest addition to a proven financing partner dedicated to small business success. Trio Capital leverages its strong balance sheet, technology, and risk analytics competencies, through its parent Channel, to support dealer partners throughout the United States.

Channel is one of a limited number of full-service, non-bank lenders successfully filling the gap in small business credit availability. Channel has been ranked among the 500/5000 fastest-growing private companies in the U.S. by Inc. magazine for the 13th straight year and has won best workplaces awards the past two years!

Trio Capital Solutions offers a flexible work environment where we encourage innovation and the development of our team members. Compensation includes a base salary plus monthly commissions and annual bonus designed to support company goals. Benefits include medical, dental, and vision plans, HSA and FSA options, life insurance and disability plans, along with a generous PTO policy, employer-match company 401K plan, and more!