Data Processing Clerk

We are seeking a detail-oriented and organized Data Processing Clerk to support our business lending and financing operations. This remote position is responsible for processing verifying updating and maintaining loan application data client records financial documents and operational information. The ideal candidate will possess strong attention to detail excellent organizational skills and the ability to manage sensitive information with accuracy and confidentiality.
As a member of our operations team you will play a critical role in ensuring the efficient handling of data that supports business financing solutions including term loans lines of credit and other funding programs designed to help small businesses grow.
Key Responsibilities

• Enter update and maintain customer loan and funding information within company databases and systems.
• Review applications and supporting documentation for completeness and accuracy.
• Verify financial records business information and client documentation prior to processing.
• Process incoming data related to loan applications funding requests and customer accounts.
• Perform quality assurance checks to identify and correct discrepancies.
• Organize and maintain electronic files in accordance with company policies and regulatory requirements.
• Generate reports and summaries for underwriting operations and management teams.
• Assist with document tracking records management and data retrieval requests.
• Collaborate with funding specialists underwriters and operations personnel in a remote work environment.
• Maintain strict confidentiality when handling customer and financial information.

Qualifications

• High school diploma or equivalent required; Associate degree preferred.
• 13 years of experience in data entry data processing records management financial services or administrative support.
• Strong typing and data entry skills with a high level of accuracy.
• Proficiency in Microsoft Office Suite particularly Excel Word and Outlook.
• Experience working with CRM lending or database management systems is a plus.
• Excellent organizational and time-management skills.
• Ability to work independently in a remote setting while meeting deadlines.
• Strong written and verbal communication skills.

Required Skills

• Data processing and verification
• Database management
• Financial document review
• Records management
• Quality assurance and accuracy control
• Microsoft Office proficiency
• Time management and organization
• Confidentiality and compliance awareness
• Problem-solving skills
• Professional communication

Benefits

• Competitive salary
• Health dental and vision insurance
• Paid time off and company holidays
• Retirement savings plan
• Professional development opportunities
• Flexible remote work arrangement
• Collaborative team environment
• Career growth opportunities within the financial services industry