Munoz & Co is a boutique investment bank that provides capital to small businesses throughout the entire United States.
The ideal candidate will have experience processing loan files using a computer and will have a working knowledge of how to stay organized using excel. These skills are required.
We typically assist clients with resolving the following:
- Financing Mergers & Acquisitions
- Purchasing New Machinery or Equipment
- Changes in Ownership
- Short and Long-Term Working Capital
- Acquiring Real Estate
- Refinancing Existing Business Debts
As you will see, there is effectively no ceiling on your potential as a Loan Processor with our firm, with the best performing salespeople conducting high-volume outbound phone calls. A background in finance is not necessary to succeed, but it will certainly assist you with learning the various characteristics of our lending products.
We will provide all of the training, processes, knowledge, and information to make you successful. In general, candidates who succeed at Munoz & Co will be poised to also find success at lower-middle market Private Equity firms, due to the upfront Mergers & Acquisitions exposure you will receive while working at our firm.
Responsibilities:
- Develop and maintain relationships with key accounts
- Process & submit new files quickly
- Understand and explain product offerings to clients if they ask questions
- Collaborate with internal teams to ensure customer satisfaction & speedy processing
- Provide ongoing account management and support
Skills:
- Strong organizational skills with a proven track record of meeting or exceeding targets
- Proficiency with CRM software
- Excellent communication and interpersonal skills
- Strong leadership abilities and the ability to work independently
- Processing experience or knowledge of financial products is a plus
As a Loan Processor, you will play a crucial role in driving operational proficiency and building strong relationships with our clients. You will be responsible for processing new files, identifying gaps , and managing client relationships. To succeed in this role, you must have decent-to-excellent organizational skills, be able to effectively communicate with clients, and have a strong understanding of finance. If you are a motivated individual who enjoys working in a fast-paced environment, we would love to hear from you.
Compensation is extremely lucrative in our industry and there is virtually no ceiling on your earning potential as an Loan Processor at Munoz & Co, with 7-figure annual salaries possible.
Job Types: Full-time, Part-time
Pay: $27,200.00 - $121,600.00 per year
Expected hours: 20 – 40 per week
Benefits:
- Flexible schedule
- Parental leave
- Professional development assistance
Schedule:
- 8 hour shift
- Monday to Friday
Work Location: Remote