Job Description · Collect and track required docs from merchants/ISOs (apps, bank statements, IDs, voided checks, corporate docs) · Scrub files for completeness; ensure CRM matches documentation · Analyze bank statements for NSFs, negative days, cash-flow red flags · Verify business info via SOS, LexisNexis-type tools, business credit data · Conduct KYC/KYB checks; escalate discrepancies · Coordinate with sales/ISOs to clear stips and manage expectations · Prepare funding packages, pay-off letters, reconciliations · Update CRM and trackers in real time Support same-day funding coordination Salary: $50,000-$60,000 We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/. Skills and Requirements · Detail-oriented, can manage high file volume under tight deadlines · Strong communication skills (internal teams + external ISOs/merchants) Proficient in CRMs, Excel/Sheets, doc management tools Industry-specific funding platforms, underwriting support background, verification tools (Plaid, LexisNexis), bilingual Spanish