Funding Specialist
EOE Statement We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law. Description
About Us:
Biz2Credit, a Series B ($52M) financial technology company founded in 2007, provides funding to small businesses and offers Biz2X, a rapidly growing, SaaS digital lending platform for banks that is disrupting the $1.4 trillion dollar business lending industry. Biz2Credit has issued loans and financing totaling over $7 billion to small business owners, and supports a wide range of banks and financial institutions from multi-nationals to regional and community lenders. In 2021, Biz2Credit became the #1 fintech provider of Paycheck Protection Program (PPP) loans, with over 180,000 approved loans, supporting America's small business recovery from the COVID-19 pandemic.
Biz2Credit - Funding What's Next.
About this role:
Currently, we seek to hire a Funding Specialist for our NY Office that will interact with our robust network of small businesses and partnerships such as Paychex, Start-up America, CPA's, business brokers and other referral partners. Hybrid work model will be considered.
Responsibilities:
Taking in-house generated leads of business owners who desire financing.
Must update in real-time the Sales Team - CRM with notes and comments related to the client's funding needs.
Interfacing with small business owners to assess their financing requirements and recommend available financing solutions.
Gather information and lead each prospective client from pre-qualification to closing.
Demonstrate an ability to simultaneously 'close the deal' while satisfying customer expectations.
Meet crucial deadlines, daily, weekly, and monthly Sales individual & team goals.
Must adhere to underwriting process, funding procedures, and loan & compliance policies.
Communicate and follow-up with clients within 1 hour of receiving qualified leads from CRM.
Position Requirements
Requirements/Key Attributes:
Bachelor's Degree preferred.
1-2 years of sales experience in banking, financial sales, equipment leasing, factoring, merchant cash advance or mortgage sales.
Track record in a sales environment with strong relationships building skills.
Demonstrated ability for problem-solving and determining viable solutions for customers.
Have an innate ability to build rapport and develop trust quickly with business owners.
Benefits & Perks:
Competitive salary and bonus
Self-generated "Own Book of Business" will be rewarded at a higher payout schedule
Generous medical, dental, and vision insurance
401K match, commuter benefits, and employee incentive plan
Catered lunch and team events
Tuition reimbursement and stock options
In the News:
Named to Deloitte Technology Fast 500
Inc 5000 - fastest growing private companies in 2020
Crain's New York Fast 50
Great Place to Work Certified
Biz2credit is an equal opportunity employer.
Salary Range
This position is currently accepting applications.
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