Business funding Specialist

Job Description:

We are looking for a Funding Specialist to play a crucial role in assisting our clients in obtaining the necessary financial resources to meet their objectives. The ideal candidate will be knowledgeable in various funding options, proficient in Project Management tool and in Excel Sheet, and have a deep understanding of credit-related matters, as well as inquiry removal on Experian.

Key Responsibilities:

Onboarding Process:: Perform comprehensive financial assessments for clients, analyzing credit reports, and financial statements to identify areas for improvement.

Customized Funding Strategies: Develop personalized funding strategies for clients, tailored to their unique goals and financial profiles. These strategies should result in successful credit line approvals and enhancements.

Regulatory Compliance: Stay up-to-date with industry regulations and financial best practices to ensure that all services provided are in compliance with applicable laws and guidelines.

Client Engagement: Maintain strong client relationships by providing ongoing support, advice, and education on financial strategies.

Documentation: Ensure all documentation and paperwork are accurately completed and submitted for funding applications.