Funding Specialist

About this Role

The Funding Specialist is a key member of our sales team responsible for helping small business owners access capital they need to grow succeed.

• Prospect and Generate Leads: Utilize cold calling networking referrals digital marketing identify engage potential partners who benefit lending services.
• Consultative Selling: Understand unique financial needs prospective clients provide tailored MCA lending solutions align with their business goals requirements Including Working Capital Term Loan Line of Credit ERTC Loan government-backed products like SBA 7(a) Loans li Relationship Building Establish nurture long-term relationships partners acting primary point contact entire sales process beyond li Needs Assessment Conduct thorough needs assessments evaluate clients' financial situations cash flow repayment capabilities determine feasibility different lending funding options li Product Knowledge Stay up-to-date trends developments business lending related financial products effectively communicate value proposition benefits clients li Offer Development Prepare present comprehensive proposals outline terms conditions rates repayment schedules lending solutions li Negotiation Closing Engage price negotiations address objections work towards closing deals mutually beneficial client company li Cross-Functional Collaboration Collaborate internal teams underwriting credit legal departments ensure smooth efficient loan origination process li Pipeline Management Maintain accurate records all client interactions prospects sales activities using CRM system li Achieve Sales Targets Meet exceed monthly quarterly targets actively pursuing new opportunities maximizing revenue existing clients ul h3 Requirements h ul lt b Education Bachelor degree finance business administration related field preferred lt b Languages Preferred Proficiency Mandarin Spanish highly preferred frequent communication diverse client base lt b Experience Proven track record success sales business development preferably financial services industry.lt/strong>,