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TYPE OF WORK
Part Time
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SALARY
$6/hour
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HOURS PER WEEK
20
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DATE UPDATED
Jul 31, 2026
Funding Specialist (Funding Success Manager)
**Fourth Quarter Consulting | Part-Time with ability to expand to Full-Time| Remote**
We help business owners get approved for $50K to $150K+ in funding through credit card stacking and personal loans. Our clients are strong borrowers with 700+ credit and clean profiles.
We're looking for a Funding Specialist to own the client experience from the
This is not a call center role and it's not a lead-blasting role. You'll manage a small book of high-value clients and make each one feel like they're the only one you have.
## What you'll own
- Pull and read client credit reports, then build a funding strategy: which cards, in what order, the limits to expect, and the timeline.
- Walk clients through prep so their profile is application-ready. Utilization down, no stray inquiries, business entity set up if it's needed.
- Run the application stack on schedule and log every approval, decline, and limit as it comes in.
- Keep clients calm and informed through the 2 to 4 week funding process with clear updates that go out on time, every time.
- Produce the final funding report, send the invoice, and follow through until the payment actually lands.
- Check in after funding to line up repeat rounds and referrals.
- Keep the CRM clean and current. If it's not in the CRM, it didn't happen.
## What we're looking for (MUST HAVE)
- You've read tri-merge (3-Bureau) credit reports before and you know what a fundable profile looks like. This one is non-negotiable.
- You understand credit card stacking and personal loan funding, or you've worked right next to it and you pick things up fast.
- You're the kind of organized where nothing slips. You can carry 8 to 10 active clients at once without dropping a step.
- Your written and spoken English is clean and professional. Clients trust you inside the first five minutes.
- You actually like working with clients. You follow up before they have to chase you.
- You're independent. Give you a goal and a playbook and you run with it. You don't need someone standing over your shoulder telling you what to do next.
## Nice to have
- Experience in credit repair (CFPB, FTC, DisputeFox) as well as funding.
- Time spent in a CRM like GoHighLevel, Notion, ClickUp
- You've helped build or tighten up SOPs, not just followed them.
## What you get
- A real book of high-value clients, not a spammy cold list.
- Playbooks and templates so you're not guessing. Where they don't exist yet, you'll help build them.
- Direct access to the founder. No layers, no politics. 1-1 directly under the founder.
- Room to grow into running the whole fulfillment side as we scale.
## How we'll measure you
## You'll know exactly what winning looks like. Once you're ramped, here's what we expect:
- Strategy docs out fast. Every funding strategy delivered within 3 business days of a client signing.
- Clients funded on time. Average client goes from signed to funded in 21 to 28 days. Nobody sits stuck in a stage longer than 7 days without you flagging it.
- Follow-through. 85%+ of your clients complete their prep and application steps on schedule, because you're staying on them.
- Money collected. Final report and invoice out within 3 business days of the last approval, and payment confirmed within 7 days of funding.
- Nobody goes dark. Every active client hears from you at least once a week with a real update, not a "just checking in."
- CRM stays current. Statuses and notes updated the same day, every day. No end-of-week catch-up.
- Referrals and reviews. A testimonial and referral ask on every client once they're funded and happy.
## How to apply
Send us:
- Your resume
- 2 to 3 sentences on your credit and funding experience. Be specific about what you've actually done, not what you've read about.
- One example of a time you kept a client on track through a process with a lot of moving parts.
Use the subject line: **"Green Light"**
Applications without that subject line or without real credit experience won't get read. We work in the details here, so show us yours.
