Job description

We are looking for a skilled Funding Specialist to join our team. As a Funding Specialist, you will be responsible for helping small businesses secure financing by analyzing their financials, matching them with appropriate funding options, and guiding them through the funding process.

Key Responsibilities:

• Review and analyze prospective clients’ financials to determine their eligibility for financing
• Identify appropriate funding options that meet clients' needs and financial requirements
• Advise clients on the best funding options based on their specific situation
• Guide clients through the funding application process, including gathering required documentation and submitting applications
• Collaborate with funding partners and underwriters to ensure timely and successful funding
• Maintain accurate records of client interactions and funding transactions
• Stay up-to-date with industry trends and regulations related to business funding
• Provide exceptional customer service to clients throughout the funding process.

Qualifications:

• 1+ years of experience in business funding, underwriting, or financial analysis
• Strong knowledge of various funding options and products, including loans, lines of credit, and merchant cash advances
• Excellent communication and interpersonal skills
• Strong analytical and problem-solving abilities
• Ability to work independently and as part of a team.

If you are a detail-oriented, results-driven individual with a passion for helping small businesses grow, we encourage you to apply for this exciting opportunity.

Job Type: Full-time

Pay: $150,000.00 - $250,000.00 per year

Benefits:

• Referral program

Physical setting:

• Office

Schedule:

• Monday to Friday

Supplemental pay types:

• Commission pay

Ability to commute/relocate:

• Suffern, NY 10901: Reliably commute or planning to relocate before starting work (Required)

Work Location: In person

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