Funding Specialist-US Sales

Funding Specialist (Night Shift)

Location:

Department:

Employment Type:

Funding Specialist

1. Consultative Selling

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   Understand prospective clients’ financial needs and provide lending solutions aligned with their business goals.
2. Relationship Building

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   Establish and nurture long-term client relationships, serving as the primary point of contact.
3. Needs Assessment

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   Evaluate clients’ financial situations, cash flow, and repayment capabilities to determine lending feasibility.
4. Product Knowledge

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   Stay updated on lending trends and financial products to effectively communicate value propositions.
5. Offer Development

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   Prepare and present proposals outlining terms, conditions, rates, and repayment schedules.
6. Negotiation and Closing

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   Handle objections, negotiate terms, and close mutually beneficial deals.
7. Cross-Functional Collaboration

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   Work with underwriting, credit, and legal teams to ensure smooth loan origination.
8. Pipeline Management

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   Maintain accurate records of client interactions, prospects, and sales activities in the CRM system.
9. Achieve Sales Targets

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   Consistently meet or exceed monthly and quarterly sales goals.

1. Education

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   Bachelor’s degree in Finance, Business Administration, or related field (preferred).
2. Experience

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   Proven success in sales or business development, ideally in financial services. Strong knowledge of cash flow analysis, credit evaluation, and repayment structures.
3. Communication Skills

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   Excellent verbal and written ability to explain complex financial concepts and build rapport.
4. Sales Skills

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   Skilled in identifying client needs, overcoming objections, and closing deals.
5. Relationship Management

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   Customer-centric approach with experience managing client portfolios.
6. Results-Driven

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   Ability to thrive in a fast-paced, target-oriented environment.
7. Technology Proficiency

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   Comfortable using CRM systems, sales tools, and Microsoft Office Suite.
8. Team Player

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   Strong collaboration skills to work effectively across departments.
9. Ethical Conduct

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   Commitment to high ethical standards and compliance with regulatory guidelines.

1. Opportunity to advance your career in the finance industry
2. Dynamic and supportive team environment
3. Competitive compensation and performance-based incentives