Funding Coordinator

Company Summary

In 2018 Channel Partners Capital (CPC) was named by Inc. Magazine as one of the fastest growing companies in America for the sixth year in a row, which is a strong testament to our team and our culture. We’re shaped by people who are enthusiastic, self-motivated, flexible, and team oriented.

At Channel Partners Capital our mission is to help Equipment Finance Companies provide working capital to their customers, the small businesses of main street America. Today, through strong relationships and frictionless technology, we’ve emerged as one of the country’s leading working capital financing companies. Since our founding in 2009 we’ve provided over $350 million of capital to over 7,000 small businesses, and plan to more than double those figures over the next two years alone.

Channel Partners offers a flexible work environment where we encourage innovation and the growth of our team members. Compensation is negotiable and includes a base salary plus an annual bonus designed to support company goals. Benefits include medical and dental plans, a generous PTO policy, an employer-match company 401K plan, life insurance, and long-term disability insurance plan.

Position Responsibilities

Accountable for supporting all documentation workflow and boarding of working capital loan/advance transactions, including critical review of fraud checks. Responsible for building relationships with the referral network and providing phone/e-mail coverage for the team. Accountable for following documentation procedures to process loan/advance documents, image documents received and handle funding requests from referral sources. The best candidates will be detailed oriented, comfortable reviewing key provisions of the document with clients prior to funding, team oriented and eager to be a part of a rapidly growing business.

Key responsibilities include

  • Prepare loan and business advance documents
  • Verify all requirements are met and fraud checks are complete prior to boarding and funding
  • Ensure compliance with company standards and procedures
  • Foster good working relationships with internal staff and partners
  • Maintain customers and accounts within system of record
  • Generate funding and audit worksheets for Accounting
  • Projects and other duties as required

Skills and Specifications

  • 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 and Qualifications

  • 2 or 4-year degree is preferred, but not required
  • Previous experience as a Funding Coordinator or similar role

Key Performance Indicators

  • Monthly applications processed
  • Applications processed within SLA
  • Monthly dollars funded
  • Monthly units funded

Please send resume, including job history, to: Channel Partners Capital, 11100 Wayzata Boulevard, Minnetonka, Minnesota 55305, via email at FinancialCareers@channelpartnersllc.com, or apply online on Indeed.

Our Core Values

Camaraderie
We celebrate each other’s efforts and achievements

Respect
For peers, partners, and customers

Innovation
Driven to try new ideas, new methods and new processes.

Growth
Focused on business, team, and individual development

Ease
Making life easy for customers with a fast and straightforward process

Transparency
Total transparency empowers customers to make informed decisions

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Inc. 500/5,000 fastest-growing companies
8 Consecutive Years

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100 Best Companies to Work For

Channel Partners Capital is an equal opportunity employer and will not discriminate against any employee or applicant on the basis of age, color, disability, gender, national origin, race, religion, sexual orientation, veteran status, or any classification protected by federal, state, or local law. Consistent with its obligations under federal law, each company that is a federal contractor or subcontractor is committed to taking affirmative action to employ and advance in employment qualified women, minorities, disabled individuals, special disabled veterans, veterans of the Vietnam era, and other eligible veterans.