Business Funding Specialist and Client Success Manager

EMPLOYMENT TYPE

Full-Time
20 Hours Per Week
Remote
Long-Term Position
Must Be Available During U.S. Eastern Time Business Hours

COMPENSATION

$450–$650 USD per month based on experience.

Performance bonuses are available based on client results, file accuracy, processing speed, and funding production.

ABOUT THE COMPANY

---------- helps U.S. business owners access capital using credit-based and revenue-based funding strategies.

We help qualified business owners understand their funding options, prepare their profiles, submit strong applications, and move through the funding process.

We have helped business owners access millions of dollars in capital. We are rebuilding our funding department and looking for someone who can help us deliver a professional and organized client experience.

ABOUT THE POSITION

We are hiring a full-time Business Funding Specialist and Client Success Manager.

You will manage clients from onboarding through the funding process.

Your job is to keep every file organized, collect the required information, identify potential problems, coordinate funding applications, communicate with clients, and make sure every client understands their next step.

This is not a sales-only position.

You will be responsible for execution, client communication, documentation, follow-up, and funding-file management.

CORE RESPONSIBILITIES

Client Onboarding

• Welcome new funding clients
• Explain the funding process and expectations
• Collect required documents and information
• Make sure agreements and onboarding forms are completed
• Organize client files and notes
• Confirm that clients understand their responsibilities
• Identify missing information before the funding process begins

Funding Profile Review

• Review personal and business credit information
• Review credit utilization, inquiries, account history, and available limits
• Identify collections, late payments, charge-offs, bankruptcies, or other concerns
• Review business entity information
• Confirm that business name, address, phone number, website, and industry information are consistent
• Review business revenue and bank statements when applicable
• Identify issues that may affect funding eligibility
• Escalate complex situations to management

Funding Preparation

• Build a clear funding plan for each qualified client
• Research banks, lenders, and funding products
• Match clients with appropriate funding options based on their profile
• Prepare application information
• Confirm that information is accurate before submission
• Track application timing and sequencing
• Avoid unnecessary or duplicate submissions
• Maintain detailed documentation for every application

Application and Approval Management

• Assist clients through the application process
• Track submitted, pending, approved, and denied applications
• Follow up with banks and funding partners
• Help clients understand requests for additional information
• Schedule reconsideration calls when appropriate
• Record approvals, credit limits, terms, and funding dates
• Keep the CRM updated after every action
• Report problems and delays immediately

Client Communication

• Provide consistent updates to active clients
• Respond professionally to client questions
• Follow up with clients who stop responding
• Set realistic expectations without making guarantees
• Explain the client’s next step clearly
• Keep communication calm and professional when a client is frustrated
• Escalate complaints or unusual situations to management

Pipeline Management

• Maintain an accurate funding pipeline
• Make sure every active client has a clear status and next action
• Track outstanding documents and deadlines
• Provide daily and weekly pipeline reports
• Identify files that have stalled
• Keep all client notes, documents, and communication organized
• Make sure no client is forgotten

Banker and Lender Relationships

• Research business bankers and funding partners
• Build and maintain an organized lender database
• Communicate professionally with bankers and partners
• Track each lender’s products, requirements, and preferred client profiles
• Help schedule relationship-building meetings
• Maintain notes from banker and lender conversations

Compliance and Security

• Protect confidential client information
• Follow company security procedures
• Never download or share client information without authorization
• Never promise guaranteed approvals or specific funding amounts
• Document client communication and application activity
• Use approved company systems for all client information

REQUIRED QUALIFICATIONS

• Experience in U.S. business funding, lending, banking, credit, or financial services
• Experience reviewing personal or business credit reports
• Understanding of credit utilization, inquiries, payment history, and comparable credit
• Strong written and spoken English
• Strong client communication and customer-service skills
• Excellent attention to detail
• Able to manage multiple active client files
• Comfortable making phone calls and following up with banks and clients
• Able to handle confidential financial information responsibly
• Able to work independently while following company procedures
• Reliable computer, high-speed internet, and quiet workspace
• Available during agreed-upon U.S. Eastern Time hours

PREFERRED EXPERIENCE

• Business credit cards
• Lines of credit
• Revenue-based funding
• Equipment financing
• Term loans
• Credit-report analysis
• Bank reconsideration calls
• GoHighLevel
• Google Workspace
• Funding pipelines and CRM management
• Working with U.S. banks and lenders
• Client success or account management

YOU ARE A STRONG FIT IF

• You are extremely organized
• You communicate with clients before they have to chase you
• You document every important action
• You check details before submitting applications
• You understand that incorrect information can cost a client an approval
• You can manage several files without confusing client information
• You remain calm when dealing with delays or frustrated clients
• You do not make promises you cannot control
• You take responsibility for your work

THIS POSITION IS NOT FOR YOU IF

• You have no experience with credit, lending, or business funding
• You are uncomfortable speaking with clients
• You regularly miss important details
• You fail to update the CRM
• You make guarantees about funding approvals
• You disappear when a client becomes difficult
• You need constant reminders to complete follow-ups
• You cannot protect confidential client information

PERFORMANCE WILL BE MEASURED BY

• Accuracy of client files
• Speed of client onboarding
• Client response time
• Percentage of documents collected on time
• Funding pipeline accuracy
• Application accuracy
• Number and amount of completed approvals
• Client satisfaction
• Follow-up completion
• Number of files that move through the process without unnecessary delays

HOW TO APPLY

Send the following:

1. Your resume
2. A two-to-three-minute video introducing yourself
3. A detailed explanation of your business funding, lending, banking, or credit experience
4. The types of funding products you have worked with
5. The CRM and funding software you have used
6. An example of a difficult funding file you helped manage
7. A screenshot of your internet speed
8. Your availability in U.S. Eastern Time
9. Your desired monthly compensation

In your video, answer this question:

“A client has a 720 credit score but high utilization, several recent inquiries, and no comparable business credit limits. How would you review the file, communicate with the client, and d ---------- the next step?”

Use this exact subject line:

“Funding Files First – Funding Specialist Application”

Applications that do not follow these instructions will not be reviewed.