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• W

  Processing Associate  

  Working Capital Marketplace

  full_time - Irvine

  Posted: 29/07/2026

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  Job DescriptionJob DescriptionProcessing Associate Irvine, CA (In-Offi... Read More

  Job DescriptionJob DescriptionProcessing Associate Irvine, CA (In-Office) Full-Time (On-site) $39,520 Base + Performance Bonuses
  
  Be the Driving Force Behind Every Funded Deal
  
  At Working Capital Marketplace, our Processing Associates are the engine that keeps deals moving. You'll work hand-in-hand with our sales team and lending partners to ensure transactions are packaged correctly, submitted efficiently, and funded as quickly as possible.
  
  If you're highly organized, thrive in a fast-paced environment, and enjoy managing multiple priorities at once, this is an opportunity to build a rewarding career with a growing company.
  
  What You'll Do
  
  As a Processing Associate, you'll be responsible for managing a pipeline of 40–60 active files while ensuring each transaction moves seamlessly from submission to funding.
  
  Responsibilities
  
  Manage 40–60 active client files simultaneously while maintaining accuracy and attention to detail.Work directly with our network of lending partners to place, process, and fund transactions.Efficiently collaborate with the sales team to package and prepare complete files for lender submission.Serve as the primary conduit between our sales team and lending partners, ensuring clear communication and timely updates throughout the funding process.Track, label, and maintain accurate submission, approval, and funding data within our CRM and internal systems.Review files for completeness and proactively request any missing documentation.Monitor deal progress, identify roadblocks, and help keep transactions moving toward funding.Maintain detailed notes and accurate records in Salesforce.Deliver a high level of customer service and professionalism when communicating with internal teams and external partners.What We're Looking For
  
  Exceptional organizational and multitasking skills.Ability to manage a high-volume workload without sacrificing quality.Strong attention to detail and a sense of urgency.Excellent written and verbal communication skills.Comfortable working in a fast-paced, team-oriented environment.Experience with CRM systems (Salesforce is a plus).Previous experience in loan processing, financial services, banking, mortgages, operations, or administrative support is preferred but not required.Why Working Capital Marketplace?
  
  Every day, we help small businesses across the country secure the capital they need to grow. Our Processing Associates play a direct role in making that happen by ensuring deals are packaged, submitted, and funded efficiently.
  
  If you're looking for a career where your organization, communication, and problem-solving skills make a real impact, we'd love to hear from you.
  
  Ready to Join the Team?
  
  If you're motivated, detail-oriented, and ready to be part of a company that's growing rapidly, apply today and help us turn opportunities into funded deals. Read Less

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• W

  Customer Success Associate  

  Working Capital Marketplace

  full_time - Irvine

  Posted: 16/07/2026

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  Job DescriptionJob Description Irvine, CA (In-Office) Full-Time $39,52... Read More

  Job DescriptionJob Description Irvine, CA (In-Office) Full-Time $39,520 Base + Uncapped Commission
  
  Build Relationships. Create Opportunities. Drive Revenue.
  
  At Working Capital Marketplace (WCMP), funding isn't the finish line—it's the beginning of the relationship.
  
  We're looking for a Customer Success Associate who can build lasting relationships with business owners while uncovering future funding opportunities. Although this role manages an existing portfolio of clients, make no mistake, this is a sales development role. Your success comes from staying connected with clients, identifying their future capital needs, and generating renewals, referrals, and additional funding opportunities.
  
  Unlike traditional sales positions, you won't be cold calling strangers. You'll work with an established portfolio of qualified business owners who have already received funding and continue to seek capital as their businesses grow.
  
  What You'll Do
  
  Relationship Development
  
  Manage an existing portfolio of business owners.Conduct Monthly Business Reviews to understand each client's goals and challenges.Build trust and become your clients' first call for future financing needs.Sales Development
  
  Identify renewal, refinance, and growth opportunities.Generate referrals through exceptional relationship management.Partner with internal funding teams to help clients secure additional capital.Develop opportunities that drive revenue for both your clients and WCMP.Portfolio Management
  
  Maintain detailed CRM notes and client records.Request and review updated business bank statements.Track follow-ups and ensure every client receives proactive communication.What We're Looking For
  
  Required
  
  Strong communication and relationship-building skills.A sales mindset with the ability to uncover opportunities through conversation.Excellent organization and attention to detail.Comfortable working in a fast-paced, performance-driven environment.Positive attitude with a team-first mentality.Preferred
  
  Experience in Sales, Customer Success, Account Management, Financial Services, Banking, or Lending.Salesforce or CRM experience.B2B sales experience is a plus.Why Join WCMP?
  
  Base salary plus uncapped commissionExisting portfolio of qualified clients, no cold prospectingPaid trainingMonday–Friday scheduleGrowth and advancement opportunitiesHigh-energy, collaborative cultureRealistic six-figure earning potential for top performersSuccess in This Role
  
  Success isn't measured by the number of calls you make, it's measured by the relationships you build and the opportunities you create. By staying engaged with your portfolio and understanding your clients' businesses, you'll generate renewals, referrals, and additional funding opportunities that directly impact your income.
  
  Ready to Grow With Us?
  
  If you're looking for a relationship-driven sales role with uncapped earning potential and the opportunity to help small business owners succeed, we want to hear from you.
  
  Apply today and start building relationships that create long-term success, for your clients and your career.
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