Funding Analyst jobs in United States
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Libertas Funding · 1 day ago

Funding Analyst

Libertas Funding, LLC is a dynamic fintech company providing capital to small and medium-sized businesses. The Funding Analyst is responsible for managing the revenue-based financing closing process, ensuring timely progression of funding requests while adhering to company policies and regulatory standards.

FinanceFinancial ServicesFunding Platform
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Responsibilities

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
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
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

Qualification

Financial services experienceDue diligenceContract draftingClient communicationOrganizational skillsProblem-solving skillsTeam collaborationAdaptabilityConfidentiality

Required

1–2 years of experience in customer service, sales, or financial services (e.g., banking, equipment leasing, merchant cash advance, or mortgage sales)
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

Preferred

Bachelor's degree in Accounting, Finance, or Economics, or equivalent experience
Familiarity with financial services or lending processes

Company

Libertas Funding

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Libertas Funding provides capital to several small enterprises.

Funding

Current Stage
Growth Stage
Total Funding
$175M
Key Investors
Victory Park Capital
2025-10-08Debt Financing· $100M
2025-04-01Debt Financing· $75M

Leadership Team

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John Paradisi
Chief Executive Officer
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Jia-Mang Ten
Senior Analytics Officer
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Company data provided by crunchbase