Funding Specialist - US Sales

Role – Funding Specialist

Job Summary: As a Funding Specialist, you will play a crucial role in driving the growth of our Revenue

Based Funding by identifying and cultivating relationships with potential clients. Join our dynamic team

and contribute to the success of our organization while advancing your career in the finance industry.

Key Responsibilities:

Consultative Selling: Understand the unique financial needs of prospective clients and provide

lending solutions that align with their business goals and requirements.

Relationship Building: Establish and nurture long-term relationships with clients, acting as their

primary point of contact throughout the entire sales process and beyond.

Needs Assessment: Conduct thorough needs assessments to evaluate clients' financial

situations, cash flow, and repayment capabilities to determine the feasibility of lending options.

Product Knowledge: Stay up to date with the latest trends and developments in lending and

related financial products to effectively communicate the value proposition and benefits to

clients.

Offer Development: Prepare and present comprehensive proposals that outline the terms,

conditions, rates, and repayment schedules of lending options.

Negotiation and Closing: Engage in price negotiations, address objections, and work towards

closing deals that are mutually beneficial for the client and the company.

Cross-Functional Collaboration: Collaborate with internal teams, including underwriting, credit,

and legal departments, to ensure a smooth and efficient loan origination process.

Pipeline Management: Maintain accurate and up-to-date records of all client interactions,

prospects, and sales activities using the CRM system.

Achieve Sales Targets: Meet or exceed monthly and quarterly sales targets by actively pursuing

new business opportunities and maximizing revenue potential from existing clients.

Requirements:

Education: Bachelor's degree in finance, business administration, or a related field is preferred.

Experience: Proven track record of success in sales or business development, preferably in the

financial services industry. Strong understanding of financial concepts, including cash flow

analysis, credit evaluation, and repayment structures.

Communication Skills: Excellent verbal and written communication skills to effectively articulate

complex financial concepts and build rapport with clients.

Sales Skills: Demonstrated ability to identify client needs, overcome objections, and close sales

deals. Strong negotiation and persuasive skills are essential.

Relationship Management: A customer-centric approach with the ability to build and maintain

long-term client relationships. Prior experience in managing a client portfolio is advantageous.

Results-Driven: Proven ability to meet or exceed sales targets and work independently in a

fastpaced, target-oriented environment.

Technology Proficiency: Comfortable in working within CRM systems, sales tools, and Microsoft

Office Suite for sales documentation and reporting.

Team Player: Collaborative mindset with the ability to work effectively within a cross-functional

team environment.

Ethical Conduct: Maintain high ethical standards and adhere to regulatory guidelines and

compliance requirements.