Inbox & CRM Coordinator (Lending Operations)

We're looking for an Inbox and CRM Coordinator to join a fast-moving merchant cash advance operation. This role starts with two core responsibilities: monitoring the lender reply inbox daily and keeping the CRM accurate and up to date. As you get comfortable with how deals move through the pipeline, you will grow into scrubbing deals before submission and eventually sending deals out to lenders directly.

This role is ideal for someone who has worked in the MCA or alternative lending space and understands how deals flow from submission through lender response. If you are organized, responsive, and can keep a high-volume inbox and CRM clean without dropping details, this role is a strong fit.

Why You'll Want to Join

• You will be paid in USD (bi-monthly: every 15th and 30th)
• Paid Time Off in accordance with company policy
• Observance of Holidays per company guidelines
• 100% remote setup so you can work wherever you're most productive
• Clear growth path from inbox and CRM management into deal scrubbing and lender submissions
• Direct exposure to an active MCA pipeline with real deal volume from day one

What You'll Work On

Inbox Monitoring and Lender Communication

• Monitor the shared lender reply inbox daily and ensure nothing is missed or left unaddressed
• Track and organize incoming lender responses across active deals
• Flag promising lender feedback and deal responses to the submissions team promptly
• Keep communication threads organized and easy to reference across active submissions

CRM Management and Record Keeping

• Update the CRM accurately and consistently after every lender interaction
• Maintain clean records on deal status, follow-up dates, and lender responses
• Help manage the submission workflow across all active deals in the pipeline
• Ensure CRM data reflects real-time deal status so the team always has a clear picture

Deal Scrubbing and Submissions (After Training)

• Learn to review and scrub deals before they go out to lenders
• Match deals with appropriate lenders based on deal profile and lender appetite
• Send deals out to lenders once you have a solid understanding of the process
• Develop the ability to read bank statements and make a basic judgment on deal quality over time

What You Bring

• Prior experience in the merchant cash advance, alternative lending, or financial services space strongly preferred
• Strong organizational skills and the ability to manage a high-volume inbox without losing track of details
• CRM proficiency and a habit of keeping records clean, current, and accurate
• Responsive and reliable: you check the inbox, you update the CRM, and you close loops without being reminded
• Clear written English communication skills for internal coordination and lender correspondence
• Ability to learn quickly and take on more responsibility as you get up to speed

Nice to Have

• Hands-on experience scrubbing MCA deals or reviewing bank statements
• Familiarity with lender appetite and deal matching in the MCA space
• Experience working within a submissions or funding team at an ISO or MCA shop

How to Apply

Please include:

1. Your updated resume
2. A short Loom video (1 to 2 minutes) introducing yourself, describing any experience you have in the MCA or lending space, and explaining how you manage a high-volume inbox or CRM in your current or previous role

Only candidates who submit a Loom video will be moved to the next step of the hiring process.

If you are organized, fast, and already familiar with how deals move through the MCA pipeline, this role gives you the foundation and the growth path to become a core part of a high-output lending operation.

Application Process Overview

Our comprehensive selection process ensures we find the right fit for both you and our clients:

1. Initial Application - Submit your application and complete our prequalifying questions
2. Video Introduction - Record an video introduction to showcase your communication skills and work experience
3. Role-Specific Assessment - Complete a homework assignment tailored to the position (if applicable)
4. Recruitment Interview - Initial screening with our talent team
5. Executive Interview - Meet with senior leadership to discuss role alignment
6. Client Interview - Final interview with the client team you'd be supporting
7. Background & Reference Check - Professional reference verification
8. Job Offer - Successful candidates receive a formal offer to join the team

Each stage is designed to evaluate your fit for the role while giving you insights into our company culture and expectations. We'll keep you informed throughout the process and provide feedback at each step.