Job Description

Who we are: At Kalamata Capital Group, our mission is simple. We are passionate about providing fast and easy financing to small businesses to help them grow and create jobs. We combine technology, experience, and common sense to provide many financing options that work best with small businesses. We have real people who try to explain real actionable solutions in easy-to-understand terms. Role Description: We are looking for an experienced individual to join our Final Review team. This person must have 2+ years of experience underwriting MCA’s– with a strong emphasis on post contract verification. He/she must have the ability to perform bank verification, scrub bank statements, and/or complete funding calls. This candidate must be comfortable handling a large number of deals daily, and thrive in a high pressure, results driven environment. He/she must be able to adapt quickly and efficiently.  This is a remote work from home position; however, the standard office hours are 9:30am - 6:00pm Eastern Monday-Friday. The position is expected to work standard business hours. Compensation will be based on the candidate's experience and qualifications. Salary: $50,000.00 to $70,000.00 /year RESPONSIBILITIES AND DUTIES

• Work with the Relationship Managers to collect and organize outstanding stipulations
• Work directly with business owners to perform manual bank verifications
• Work with Decision Logic software to verify bank statements submitted for underwriting
• Scrub bank statements to create a cash flow summary
• Perform basic background searches and review contracts for errors and necessary edits
• Perform funding call with business owner
• Perform fraud checks to verify all stipulations
• Perform other due diligence as needed to determine the creditworthiness of a small business owner

QUALIFICATIONS AND SKILLS

• 2+ years’ experience working in Merchant Cash Advance / financial institution underwriting small businesses; 2+ years in a commercial credit analyst or commercial underwriting role working with small businesses a plus
• Strong analytical skills including the ability to verify and assess individual and company financial statements, cash flow, and industry
• Proficient in various spreadsheet and word processing applications (Excel and Word are preferred) including the use of graphs/charts
• Basic knowledge of credit principles, funding operations, and general credit policies
• Team player with the ability to take the initiative
• Detail-oriented, ability to work well under pressure and multi-task
• Strong written and verbal communication skills
• Problem recognition and resolution skills
• Customer Service oriented