What are the responsibilities and job description for the Business Loan Specialist position at Uptown Fund LLC?
Overview
At Uptown Fund, we take pride in our commitment to professionalism, integrity, and providing top-notch financial solutions to our valued clients. As a leading Merchant Cash Advance provider, we understand the importance of financial expertise and discretion. We are currently seeking a dedicated and highly motivated professional to join our team and contribute to our mission of delivering exceptional financial services.
Responsibilities
- Analyze business bank statements and applications to evaluate client financial health and creditworthiness.
- Thoroughly analyze credit, including business financial statements, bank statements, credit reports and background checks.
- Organize and prepare files in our CRM for senior underwriter review.
- Identify potential issues or suspicious activity, reporting them to senior underwriters.
- Conduct thorough assessments of client financial needs and present suitable options.
- Build and maintain strong relationships with clients through effective communication and follow-up.
- Collect data on market conditions and competitor offerings to inform sales strategies.
Qualifications
- Proven experience within the financial services industry.
- Strong understanding of financial concepts, including underwriting, risk analysis, and portfolio management.
- Proficient in data collection methods and quantitative research techniques.
- Ability to forecast sales trends based on market analysis.
- Detail-oriented with strong organizational skills to manage multiple client accounts effectively.
- A proactive approach to problem-solving and a commitment to delivering exceptional customer service.
Join us as we empower small businesses with the financial resources they need to thrive!
Job Type: Full-time
Pay: $45,000.00 - $65,000.00 per year
Schedule:
- 8 hour shift
- Monday to Friday
Work Location: In person
Salary : $45,000 - $65,000