Funding Coordinator / Client Success Specialist

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: TYPE OF WORK

Part Time

: SALARY

$6 hourly

: HOURS PER WEEK

20

: DATE UPDATED

Sep 23, 2026

JOB OVERVIEW

We are a U.S.-based business funding and capital advisory company seeking an experienced Funding Coordinator / Client Success Specialist to manage clients throughout the business funding process.

Responsibilities include onboarding new clients, collecting and organizing required documentation, maintaining accurate client files, tracking funding applications and approvals, following up with clients and lenders, updating our CRM and funding trackers, and ensuring every client knows the next step in their funding process.

We are looking for someone who is highly organized, proactive, professional with clients, and comfortable managing multiple active files without constant supervision.

Experience with U.S. business funding, business lending, or financial services is strongly preferred.

Experience with GoHighLevel or similar CRMs, Google Workspace/Sheets, and communicating with U.S.-based clients is a plus.

Please include your previous experience with business funding, lending, credit, or financial services when applying.

SKILL REQUIREMENT

Financial Planning Systems Administration Loan Processing

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Funding Coordinator / Client Success Specialist

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

TYPE OF WORK

SALARY

HOURS PER WEEK

DATE UPDATED

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