Funding Advisor

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TYPE OF WORK

Full Time

SALARY

5$-8$ Hourly

HOURS PER WEEK

40

DATE UPDATED

Aug 31, 2026

JOB OVERVIEW

About NWC Funding

NWC Funding helps entrepreneurs secure business funding to support and grow their businesses. We are looking for a detail-oriented and proactive Funding Coordinator to manage lead follow-ups, funding applications, CRM updates, and client communication throughout the funding process.

This role is ideal for someone with experience in lending, funding, CRM management, customer success, or sales support.

Key Responsibilities

Follow up with warm leads by phone, email, and text to keep them engaged in the funding process
Manage funding applications and ensure clients submit required documents on time
Pre-screen clients by reviewing credit reports, business registrations, and basic qualification details
Maintain accurate client records and pipeline updates in GoHighLevel or similar CRM systems
Coordinate with lenders to track application progress, obtain updates, and move deals toward approval
Support client success by keeping applicants informed, engaged, and moving through the process
Help reduce client drop-off by providing timely follow-up and clear communication

Qualifications

2+ years of experience in funding, lending, financial services, customer success, or sales support preferred
Strong follow-up, organization, and client communication skills
Familiarity with U.S. business funding, credit basics, or lending processes is a plus
Comfortable using GoHighLevel, HubSpot, or similar CRM platforms
Tech-savvy, detail-oriented, and able to manage multiple client files at once
Excellent written and spoken English communication skills
Self-motivated and comfortable working in a remote environment

Compensation & Benefits

Hourly compensation plus commission structure
Bonuses for successfully funded deals
Fully remote and flexible work environment
Long-term growth potential, with opportunity to advance into a Funding Manager role

How to Apply

Please submit your application and answer the following questions:

What experience do you have in funding, lending, or CRM operations?
How would you handle a lead who has gone unresponsive after showing interest in funding?
What CRM or tracking tools have you used before, and how comfortable are you with follow-ups and data management?

For the subject line, please use: Blue Eagle - [Your Name]

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