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Project Research Specialist
Posted on 8/22/2022
INACTIVE
Locations
Austin, TX, USA
Experience Level
Entry
Junior
Mid
Senior
Expert
Desired Skills
Management
Sales
Salesforce
Requirements
  • Required 1-3 years of experience in Underwriting, Credit, and/or Lending
  • Required 1-3 years of experience with Salesforce (or comparable CRM and ERP system)
  • Exceptional written and verbal communication & presentation skills
  • Exceptional organization skills
  • Preference for repeatable processes
  • Preferred experience in the Construction Industry
  • Preferred experience in startups/small business environments
Responsibilities
  • Research contractor and project information through third-party data providers to provide appropriate diligence for all contractors and projects
  • Coordination with sales and account management teams on additional document requests, incomplete data, and approval/decline rational
  • Determine preliminary notice and mechanic lien eligibility per project
  • Work hand in hand with sales and underwriting teams to move projects through the pipeline to be eligible for funding
  • Regularly communicate both good and bad news to our contractor customers and general contractors
  • Support and contribute to the department's process improvement
  • Research and record business background checks for all associated stakeholders on a project
  • Support internal projects, such as internal audits and updates to the internal, contractor, and supplier procedures
Billd

51-200 employees

Contractor financing