Your specific duties will include:

• Using internal systems to process incoming funding applications and ensure files are complete, accurate, and properly organized.
• Reviewing and entering information from bank statements, credit reports, and supporting business documents.
• Confirming that key business and applicant information is consistent across all documentation.
• Addressing standard processing items and flags, determining whether they can be resolved or need to be escalated.
• Identifying missing, expired, or inconsistent documentation and requesting corrections as needed.
• Ensuring files are complete and ready to move forward to the next stage of review.
• Maintaining clear and accurate notes within internal systems.
• Communicating clearly and professionally with internal teams to keep files moving efficiently.
• Assisting with ad hoc projects and operational support as needed.

• High school diploma or equivalent.
• Prior exposure to finance, lending, banking, underwriting support, or document review is helpful but not required.
• Basic ability to review bank statements, credit reports, and business documentation.
• Ability to follow defined workflows and instructions.
• Willingness to learn about working capital products and internal systems.
• Strong attention to detail and excellent organizational skills.
• Clear written and verbal communication skills.

hr@workway.com