P.A.C Firms LLC

Funding Specialist Rockstar

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: TYPE OF WORK

Part Time

: SALARY

4

: HOURS PER WEEK

10

: DATE UPDATED

Jun 10, 2026

JOB OVERVIEW

Job Title: Personal & Business Funding Specialist (Remote)

Location: Remote (Work From Home)

Company: PAC Consulting

About the Role

We are seeking a highly organized, detail oriented, and proactive Personal & Business Funding Specialist to join our growing team. This role combines funding operations, banker outreach, CRM management, client communication, and relationship development.

The ideal candidate will be responsible for building and maintaining a nationwide database of banks, credit unions, funding partners, and business bankers while also assisting clients through the funding process from application to approval.

This is a long term opportunity with growth potential for someone who enjoys research, outreach, organization, and helping businesses secure funding.

Key Responsibilities
Funding Database Management
Build and maintain a comprehensive funding database using Excel or Google Sheets.
Research and organize:
Banks
Credit Unions
Community Banks
Regional Banks
SBA Lenders
Business Funding Providers
Track and document:
States where each institution lends
Business loan products
Personal loan products
Business credit card programs
SBA loan programs
Lines of credit
Equipment financing
Working capital programs
Maximum funding limits
Minimum credit requirements
Contact information for bankers and decision makers
LinkedIn Outreach & Banker Relationship Development
Utilize LinkedIn Sales Navigator and LinkedIn outreach strategies.
Identify and connect with:
VP Business Relationship Managers
Commercial Bankers
SBA Lending Officers
Business Development Officers
Branch Managers
Commercial Lending Managers
Develop relationships with funding sources nationwide.
Schedule discovery calls with banking partners.
Maintain a clean pipeline of banker relationships within the CRM.
Client Funding Operations
Communicate directly with funding prospects.
Conduct initial qualification calls.
Collect required documentation.
Assist clients in completing funding intake forms.
Review client information for completeness.
Facilitate the signing of funding agreements.
Coordinate introductions between clients and lending partners.
Track funding progress and maintain status updates.
Follow up with clients throughout the funding process.
CRM & Administrative Support
Maintain accurate CRM records.
Organize banker contacts and funding partner information.
Track active client funding files.
Update notes and communication records.
Generate reports on funding activity and lender relationships.
Requirements
Excellent English communication skills (written and verbal).
Experience with Excel and Google Sheets.
Strong internet research abilities.
Experience with LinkedIn outreach and networking.
Comfortable speaking with clients via phone, email, and Zoom.
Highly organized and detail oriented.
Ability to work independently with minimal supervision.
Reliable internet connection and computer.
Preferred Qualifications
Experience in banking, lending, financial services, SBA lending, credit repair, business funding, merchant services, or commercial finance.
Experience using CRMs such as GoHighLevel, HubSpot, Salesforce, or similar platforms.
Familiarity with business credit, personal credit, SBA loans, lines of credit, and business funding products.
LinkedIn Sales Navigator experience preferred.
Key Performance Indicators (KPIs)
Number of new banking relationships established monthly.
Number of qualified banker contacts added to the database.
Database accuracy and completeness.
Client response times.
Funding applications submitted.
Funding approvals obtained.
Pipeline growth and lender network expansion.
Compensation

Please include the following in your application:

Your experience with funding, banking, lending, or financial services.
Your experience using Excel and CRMs.
Your experience with LinkedIn outreach.
A short voice recording introducing yourself.
Your expected monthly salary.

Whatsapp me ----------

SKILL REQUIREMENT

Lead Generation Banking Organization

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P.A.C Firms LLC

Funding Specialist Rockstar

Please login or register as jobseeker to apply for this job.

TYPE OF WORK

SALARY

HOURS PER WEEK

DATE UPDATED

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