What are the responsibilities and job description for the Funding Specialist - Paid Training! position at Straight Line Source?
About Us
Straight Line Source is a leading financial services firm specializing in providing working capital solutions to small and medium-sized businesses. Our mission is to empower business owners with fast, flexible, and reliable funding options to help them achieve their goals. We pride ourselves on our customer-centric approach and our commitment to excellence in the financial services industry.
Job Summary
We are seeking a highly motivated and results-driven Funding Specialist to join our dynamic team. The ideal candidate will be responsible for managing the funding process, ensuring seamless transactions, and assisting clients in obtaining the best financing options available. This role requires strong sales acumen, excellent communication skills, and a deep understanding of business financing.
Key Responsibilities
- Engage with potential clients to assess their funding needs and financial status.
- Educate clients on various financing options, including merchant cash advances and alternative lending solutions.
- Evaluate applications, review financial documents, and determine eligibility for funding.
- Guide clients through the funding process, addressing questions and ensuring a smooth transaction.
- Work closely with underwriting and sales teams to facilitate quick and efficient funding approvals.
- Build and maintain strong relationships with clients to encourage repeat business and referrals.
- Stay up to date with industry trends, financial products, and lending regulations.
- Meet and exceed sales and funding targets on a consistent basis.
Qualifications & Skills
- Previous experience in sales, financial services, lending, or a related field is preferred.
- Strong communication, negotiation, and interpersonal skills.
- Ability to work in a fast-paced, results-driven environment.
- Detail-oriented with excellent problem-solving skills.
- Proficiency in CRM software and Microsoft Office Suite. Salesforce a plus!
- Self-motivated, goal-oriented, and able to work independently or within a team.
Benefits
- Competitive base salary plus commission and performance-based incentives.
- Opportunities for professional growth and career advancement.
- Collaborative and energetic work environment.
If you are a driven professional with a passion for helping businesses succeed, we encourage you to apply and join the Straight Line Source team!
Job Type: Full-time
Pay: $60,000.00 - $98,000.00 per year
Shift:
- Day shift
Supplemental Pay:
- Commission pay
Work Location: In person
Salary : $60,000 - $98,000