Funding Analyst

About the Company

 Libertas Funding, LLC is a dynamic fintech, specialty finance, company providing capital to small and medium-sized businesses. With over 100 years of combined funding and credit expertise, we work hard to provide our customers with optimal solutions to meet their funding needs. Libertas maintains a spirit of innovation and customer focus while leveraging our proprietary technology and financial discipline to help our clients reach their goals. We seek qualified candidates who work with integrity and excellence, and who value teamwork, customer service, diversity, and accountability.

Position Summary

The Funding Analyst is responsible for independently managing the revenue-based financing closing process, ensuring timely progression of the daily funding pipeline. This role focuses on preparing, reviewing, and documenting funding requests while strictly adhering to company policies and regulatory standards.

Key Responsibilities

Funding & Transaction Management

• Independently close transactions with both accuracy and efficiency.
• Manage and track the daily funding pipeline to ensure all processes progress smoothly and meet established timelines.
• Conduct and document funding calls, assisting clients with bank verification for seamless transactions.
• Secure all necessary internal approvals at each stage of the funding process.

Due Diligence & Compliance

• Conduct comprehensive due diligence by validating all merchant and business information against submitted documentation (e.g., signed applications, tax returns, and ownership documents).
• Draft, review, and revise contracts to ensure they meet both client and company requirements.
• Maintain protocol compliance and detailed records of leads and progress.
• Ensure compliance with all regulatory and internal standards, following operational controls to mitigate risk.

Client & Partner Relations

• Maintain accurate and timely communication with clients to enhance their experience and expedite funding.
• Collaborate with internal teams to quickly gather required documents and resolve any issues.
• Develop comprehensive syndication packages for partners and investors, including key financial details.
• Represent the company with integrity and professionalism.

Qualifications

Education & Experience

• Preferred: Bachelor’s degree in Accounting, Finance, or Economics, or equivalent experience.
• Required: 1–2 years of experience in customer service, sales, or financial services (e.g., banking, equipment leasing, merchant cash advance, or mortgage sales).
• Plus: Familiarity with financial services or lending processes.

Skills

• Strong ability to work independently and in a team environment.
• Excellent organizational, prioritization, and problem-solving skills in fast-paced settings.
• Strong verbal and written communication skills with the ability to build client rapport.
• Quick learner with critical thinking and adaptability under pressure.
• Commitment to confidentiality and responsible handling of sensitive information.

Salary Range: $55K-65K

Libertas Funding, LLC participates in E-Verify.

Libertas Funding, LLC will not sponsor applicants for work visas for this position.  Applicants must be currently authorized to work in the United States on a full-time basis.

Libertas Funding, LLC provides equal employment opportunities to all applicants for employment and prohibits discrimination and harassment of any type with regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by the federal, state, or local laws.