Business Lending Consultant

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San Diego, CA, USA
In-Office
Financial Services
The Role

Headquartered in San Diego, Mulligan Funding serves as a leading provider of working capital ($5K - $2M) to the small and medium-sized businesses that fuel our country. Since 2008, we have prided ourselves on our collaborative, innovative, and customer-focused approach. Enjoying a period of unprecedented growth, driven by the combination of cutting-edge technology, human touch, and unwavering integrity, we are looking to add to our people first culture, with highly motivated and results-oriented professionals, to push the limits of what’s possible while creating value for all of our partners. 


Mulligan Funding is experiencing strong growth and seeks a self-motivated, high-performing Account Representative to join our Account Servicing and Collections Team. As an Account Representative, you will build and foster relationships with business owners who have borrowed from Mulligan Funding and require repayment assistance.

You will:

  • Assess and understand the needs of small businesses and identify the solutions that our product offers.
  • Develop a solid foundation of our business operations, product knowledge and how to effectively sell our product to merchants.
  • Source and pursue new sales opportunities from our database of marketing and organic leads  as well as former clients.
  • Gain exposure to managing inbound leads post initial training period.
  • Responsible for calling and engaging with merchants to sell and close deals (entirely phone-based sales).
  • Performs other duties as assigned.

You have:

  • At least 3 years in a sales capacity; preferably 5+ (Preferably B2B).
  • A Bachelor's degree in Business or related field.
  • A strong work-ethic and drive to be the best.
  • Great organizational skills with exceptional attention to detail. 
  • A clear ability to engage on the phone while thinking and reacting quickly, in particular with numbers. 
  • A business acumen, enabling you to thoughtfully collaborate with small businesses. 
  • Experience being a closer. 

We offer:

  • Medical, vision, and dental benefits to support you and your family.
  • Flexible Spending Accounts (FSA) for eligible healthcare and dependent care expenses.
  • A 401(k) with matching contributions to help you plan for retirement.
  • Paid time off, including sick leave, vacation, and holidays.
  • Paid parental leave for growing families.
  • A Lifestyle Spending Account (LSA) for athletic and wellness expenses.
  • An employer-sponsored Life and AD&D policy, with options for additional coverage.
  • A Learning Stipend for professional development activities.
  • An Employee Assistance Program (EAP) and travel assistance services.
  • Complimentary snacks and refreshments in the breakroom.
  • A referral program that rewards you for bringing in top talent.
  • Company events to connect, celebrate, and grow together.

Mulligan Funding is an Equal Opportunity Employer (EOE) and takes great pride in building a diverse work environment. Qualified applicants are considered for employment without regard to age, race, religion, gender, national origin, sexual orientation, disability or veteran status.

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The Company
HQ: San Diego, CA
159 Employees
Year Founded: 2008

What We Do

Mulligan Funding exists to provide invaluable financial solutions to the small and medium-sized businesses that fuel our country. Through our unique ability to combine technology, a human touch, and unwavering integrity, we help those we serve bring their dreams to life. We believe trust is earned one client at a time. We look forward to earning yours. https://www.MulliganFunding.com

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