Funding Specialist - US Sales

Role:- Funding Specialist

Job Summary:

Key

• 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

• 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 struct

• 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.