Funding Co-Ordinator

LEAP leads the world in the development and sale of cloud based legal practice management software for small law firms on a Software as a Service (SaaS) model. We employ more than 400 people globally, have offices in the USA, Australia and the UK with more than 12,000 law firms using our software worldwide. We are seeking a Funding Co-ordinator to join our highly motivated, high velocity and growing team based in our Jersey City office. LEAP will provide you with the best training, equipment, mentoring and support in order for you to be successful.

We employ people who are smart and can get things done.

Our US-based operation was launched in 2016 and has grown significantly. The US market is many times larger than all the other worldwide markets where we have been successful and shows a huge promise of potential for LEAP. We require a Funding Co-ordinator who can hit the ground running.

This role requires a thorough understanding of the funding process and strong regulation of funder requirements in order to obtain timely client credit approval. As such, the candidate must ensure all paperwork, authentication and supporting documents are obtained and fully completed, in preparation for submission. Cross functional collaboration among the following departments is essential in securing funding: the New Business, Franchises and Renewals departments to ensure won opportunities are successfully processed, the Implementations department for finance clearance, license activation and securing installation dates, Client Relations for contract resolutions and service deactivations, as needed, and Finance for funds target alignment. Regular updates are essential to determine current funding status and progress. This role also consists of ensuring client account balances are current, as well as actioning any that fall into arrears.

Further, the candidate is expected to provide creative solutions for greater efficiency, process streamlining and shorter turn-around time. This role reports into our Client Operations Director.

Responsibilities and Duties (including but not limited to)

• Process order forms
• Special process & reconciliation for Integrated funding
• Obtaining supporting documentation for identification and banking requirements
• Collection (LEAP US)
• Maintain Bad debts list for use by Operations to keep track of delinquent firms & assign actions to team members
• Manage funding process & coordination with clients & Multipli
• Maintain funding information in SF (stage, likelihood etc.

Requirements

• Exceptional organizational skills and self-discipline
• Positive and professional attitude
• An in-depth knowledge of the latest versions of Excel and Outlook
• Strong relationship building and collaboration across departments
• Excellent communication skills, both written and verbal
• Ability to create and interpret financial reporting
• Thorough understanding of financial processes and contract requirements
• Strong analytical skills
• Familiarity with dealing with client conflict and frustrations in a positive manner

Benefits

• Medical, Dental and Vision Plans Available.
• Hybrid work model.
• 401k with Company Matching Program.
• Staff Events.
• Employee Assistance Plan.
• Unlimited PTO.
• Company Shares Opportunity.

At LEAP, we care about what we do and the people we work with

We continually improve to be the best

We NEVER EVER GIVE UP!

We are an equal opportunities employer and welcome applications from all suitably qualified persons regardless of their race, sex, disability, religion/belief, sexual orientation or age. We look for the best person for the job.