Job description
At Saugatuck Funding, we specialize in offering tailored lending services designed to meet the unique needs of merchants across various industries. Whether you’re a small startup or an established enterprise, we are here to support your business goals with flexible and reliable funding options.
Our team consists of seasoned professionals who are passionate about empowering entrepreneurs and businesses. We believe in fostering strong relationships built on trust, transparency, and integrity. When you choose Saugatuck Funding, you can be confident that you’re working with a partner that has your best interests at heart.
We take pride in our comprehensive suite of financial solutions, including merchant cash advances, lines of credit, equipment financing, and more. Our expert advisors will work closely with you to understand your business objectives and provide personalized financing solutions that align with your specific requirements. We believe that every business deserves a chance to succeed, and we strive to make the lending process as seamless and efficient as possible.
We value innovation and embrace cutting-edge technology to enhance our services. Our streamlined application and approval processes leverage advanced tools to ensure quick turnaround times, allowing you to access the capital you need to seize opportunities and overcome challenges without delay.
Customer satisfaction is at the core of everything we do. We are committed to providing exceptional customer service and ongoing support throughout your financial journey with us. Our dedicated team is always available to address your questions, provide guidance, and assist you in making informed financial decisions.
Come join an organization that supports its employees, provides growth opportunities, promotes collaboration and development.
Job Title: Funding Closer
Job Summary:
The Funding Closer is responsible for preparing and reviewing closing packages, ensuring all documents are accurate and compliant with company policies, federal and state regulations, and investor guidelines. The role requires close coordination with referral partners, underwriters, portfolio manager and other stakeholders to ensure smooth and timely closings.
Key Responsibilities:
- Review approvals and closing conditions to ensure all stipulations are satisfied prior to closing.
- Prepare and assemble closing documentation, including Closing Disclosure (CD), note, and other applicable forms.
- Coordinate with referral partners and merchants to schedule and finalize closing.
- Perform funding calls to go over terms of the contract.
- Review month-to-date bank statements to assure revenue and run rate are consistent with what we approved.
- Confirm funding availability and ensure wire instructions are properly followed.
- Verify terms, interest rate, fees, and other key details are accurate and compliant.
- Perform quality checks on documents before and after closing.
- Resolve discrepancies or issues that could delay or prevent closing.
- Ensure deals are closed and funded in accordance with internal policies and requirements.
- Maintain thorough and organized records of all closing documentation.
Knowledge and Skills:
- Develop a strong understanding of Funding merchants, processes, and regulations.
- Possess excellent communication, interpersonal, and sales skills.
- Be able to work independently and as part of a team.
- Be comfortable with using technology and financial software.
