The Borrower Sales Team is seeking an experienced, hard-working, and motivated Account Manager to build relationships with small business owners by guiding them through our entire application and funding process. Each member of this team is passionate about small businesses, entrepreneurship, and building a better financial world. This is a customer service focused position that carries the responsibility of handling inbound inquiries from small business borrowers. You will be interacting with hundreds of small business owners on a weekly basis, speaking to them about their business operations, why they need financing, and how a Funding Circle loan can help them achieve their goals.
Communication with Small Business Owners: Speak with small business owners by phone and email to explain the benefits of working with Funding Circle compared to other financing sources (both traditional and alternative).
Assist with Application Process: Correspond with small business applicants and help them through the application process with the aim of ultimately empowering them with a Funding Circle loan
Prequalify Small Businesses: Assess small business financial statements (e.g. Profit & Loss Statements, Balance Sheets, Debt Schedules) to understand the strengths and weaknesses of the specific business and determine whether it is a fit for a Funding Circle loan.
Collaborate: Work closely with Credit Team to understand the intricacies of each application and the ultimate decision that you will need to effectively communicate back to the small business ownerRequired skills/experience
Funding Circle provides equal employment opportunity to all individuals regardless of their race, age, creed, color, religion, national origin or ancestry, sex, gender, disability, veteran status, genetic information, sexual orientation, gender identity or expression, pregnancy, or any other characteristic protected by state, federal or local law.