Support the Business Development team by building and maintaining referral partner relationships, managing CRM records, coordinating with internal teams, resolving routine partner questions, meeting activity and portfolio goals, and learning underwriting and product knowledge to advance into a Business Development Representative role.

Prospect and contact small business owners via outbound calls, email, and text to identify financing opportunities. Present and close financing solutions, manage an active CRM pipeline, obtain underwriting documentation, collaborate with underwriting/operations, and meet funding and activity targets while participating in ongoing training.

Prospect and contact small business owners via outbound calls, email, and text to identify financing opportunities. Present solutions, overcome objections, obtain underwriting documentation, manage a sales pipeline in CRM, collaborate with underwriting and operations, and meet funding, activity, and production goals.