• Assist the Client Development and Partnership teams with drafting, reviewing, and tracking proposals and contracts. • Coordinate and schedule demos, webinars, and on-site client presentations. • Order and manage swag, marketing materials, and give-aways for client meetings and events. • Follow up with brokers, prospective clients, and partners regarding proposals and next steps. • Provide timely updates and reminders to ensure the BD team stays on track with deliverables. • Liaise with the Client Success team to support smooth client onboarding and implementation after a deal is secured. • Maintain accurate records in the CRM system, ensuring all proposals, follow-ups, and client interactions are documented. • Assist with administrative and organizational tasks as needed to support overall Client Development and Partnership operations. • Assist with any other duties as assigned by Leadership .

• Handle and respond promptly to inquiries from clients and/or anyone acting on behalf of the client regarding questions, report status, concerns, or general requests for information • Utilize appropriate systems and databases to enter client or claimant information and or retrieve information • Maintain daily contact with the QA department regarding workflow and pending report status • Contact providers for assignment and update database • File and archive open and closed cases • Verify all client information is current in the database and all client specific guidelines and or rules or information is documented in the system • Work independently and in partnership with other team members to ensure that questions are addressed, documented and cases are returned in a timely fashion • Direct calls to other departments as needed • Perform various clerical duties such as typing, filing, emailing, and proofreading • Assist in resolution of customer complaints and quality assurance issue • Notify management of any report issues or concerns • Ensure all practices are carried out in accordance with state and federal safety and legal regulations • Perform other duties as assigned

Role Description The Lender Coordinator plays a critical role within the financial services operations team, serving as a key liaison between internal departments and external lending partners. This position ensures the seamless flow of loan documentation, compliance adherence, and operational efficiency across the lending lifecycle. The ideal candidate will be detail-oriented, proactive, and highly organized, with a strong aptitude for managing complex workflows and maintaining accurate records. By optimizing processes, enforcing SOPs, and generating timely MIS reports, the Lender Coordinator contributes directly to reducing turnaround time, minimizing risk, and enhancing overall service delivery. This role is essential in maintaining regulatory compliance and supporting scalable lending operations in a fast-paced financial environment. - Coordinate end-to-end documentation collection and verification for loan applications from borrowers and lenders. - Maintain and update centralized digital and physical documentation repositories with strict version control and audit trails. - Ensure all loan-related processes comply with internal policies, regulatory standards, and lender-specific requirements. - Monitor and manage the status of loan files across various stages, identifying bottlenecks and escalating delays proactively. - Implement and refine workflow processes to improve efficiency, reduce redundancy, and support scalability. - Develop, maintain, and enforce Standard Operating Procedures (SOPs) for documentation handling, compliance checks, and inter-departmental coordination. - Generate regular MIS reports on loan processing timelines, document status, compliance adherence, and operational KPIs for management review. - Collaborate with underwriting, credit, legal, and customer service teams to resolve documentation discrepancies and expedite approvals. - Conduct periodic audits of documentation and process adherence to ensure accuracy and compliance. - Support lender onboarding, contract management, and periodic review of lender agreements and SLAs. Qualifications - Bachelor’s degree in Finance, Business Administration, Commerce, or a related field. - 3–5 years of experience in operations, compliance, or documentation management within financial services or lending institutions. - Proven ability in problem solving with a track record of resolving operational bottlenecks and improving process efficiency. - Strong proficiency in documentation management systems, MS Office (Excel, Word, PowerPoint), and data entry accuracy. - Experience with compliance management frameworks and regulatory requirements relevant to lending (e.g., RBI guidelines, KYC/AML). - Demonstrated skills in process management, workflow optimization, and SOP development. - Ability to generate and interpret MIS reports for operational insights and decision-making. - Excellent organizational, time management, and multitasking abilities in a high-volume environment. - Strong communication and interpersonal skills with the ability to coordinate across cross-functional teams. - Familiarity with CRM or loan origination systems (LOS) is a plus. Benefits - Competitive salary based on experience and performance. - Performance-based incentives and bonuses. - Flexible work hours and remote work options. - Comprehensive training and career development programs. - Health insurance and wellness benefits. - Employee referral program. - Paid leave and holidays as per company policy. - Opportunity for growth within a scalable financial services organization.

• Manage small-scale, client-specific projects throughout the project lifecycle, including kickoffs, monitoring project progress, ensuring on-time delivery, and timely invoicing • Translate client requests and requirements into detailed plans and collaborate with account team members and/or the client during kickoff meetings • Ensure accurate and timely generation of invoices while maintaining correct project details