Funding Associate

Funding Associate

Los Angeles metro or Chicago

Posted on:

October 21, 2022


The online platform for commercial real estate loans

Los Angeles metro or Chicago
2+ years

StackSource is a fast-growing fintech company in the commercial real estate finance industry. 

As a Funding Associate, you will ensure StackSource’s commercial financing clients have a smooth process submitting documentation, receiving financing offers, and closing with confidence.

Manager: Huber Bongolan / Director of Capital Markets & Underwriting


  • Lead and execute closings and work with all relevant parties including, but not limited to, borrower, lender, attorneys, title/escrow company, insurance, appraiser, environmental, and all other 3rd party service providers
  • Be a trusted main point of contact for borrower, lender and other relevant parties during the due diligence and closing process
  • Consistent phone and email communication with all key deal stakeholders to manage expectations, anticipate potential issues, and think creatively to solve issues as they arise
  • Collect and review all documents necessary for closing including application, financials, tax returns, property rent roll and P&L, pro forma, surveys, construction budget, environmental/engineering reports, etc.
  • Work with lender, title/escrow, and borrower to prepare Closing Statement and review all closing documents
  • Assist in coordinating in-person or remote closings
  • Record call/meetings notes in Pipedrive and disseminate to Capital Advisor(s) and other StackSource team members as needed
  • Track and store all documents in deal/client designated files
  • Track deal pipeline and review regularly with Manager
  • Work with several Capital Advisors at once and manage several urgent expectations at one time
  • Willing to learn deal underwriting and deal pitching from other team members to assist team as needed 

Required Experience & Skills

  • 2+ years of direct experience as a loan closer or processor.
  • Knowledge of commercial real estate finance
  • Experience managing a pipeline of complex transactions
  • Experience managing multiple relationships both internal and external
  • Clear and direct oral and written communication
  • Strong attention to detail and time management
  • Ability to regulate emotions with patience and a positive attitude
  • Tenacity and resourcefulness in solving problems
  • Eagerness to learn

Culture & Values


  • Salary: $50,000 - $70,000
  • Quarterly bonuses based on performance
  • Equity: 0.01% - 0.1%
  • Fully paid health insurance
  • 401k with 3% company contribution

Apply For Job
Non-elective 3% company contribution. Basically, StackSource contributes 3% on top of your salary whether you save for yourself or not!
Health Benefits
Health insurance paid in full by the company.
Earn Equity
Earn equity from day one and take a bet on fintech transforming commercial real estate.
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