Client Relationship Advisor

Job Title: Client Relationship Advisor

Location: Miami (onsite)

Salary: $48K with uncapped commission

Start: ASAP

Responsibilities:

• Effectively represent the company through efficient phone calls, emails or in person meetings to introduce the company’s lending solutions.
• Work with internal stakeholders to complete loan applications
• Identify and quantify potential clients, assessing their business needs
• Communicate clearly with clients, lenders and the underwriting team to facilitate a quick turn time on funding term loans and commercial lines of credit
• Reach out to clients and gather necessary documents to complete loan applications
• Educate clients about the company’s lending solutions, including the terms, rates, and repayment options available.
• Strategize and consult with clients to ensure best in class service level standards
• Utilize Salesforce to track the status of your activity and loan pipeline
• Continuously identify new opportunities for business growth and expansion.

The ideal candidate profile:

• Experience in sales or account management, preferably in the financial industry is preferred but not required
• Goal orientated, a team player who thrives in a collaborative, fast paced work environment
• A customer-focused mindset, with a passion for delivering excellent service and support to clients.
• Strong Organizational and time management skills
• Strong Analytical and problem-solving skills to understand a client’s financial needs and develop customized lending solutions.
• If you have used Salesforce in the past, great! But if you haven’t, get ready to learn.
• Knowledge of finance, accounting and lending principles preferred but not required.