- Guide clients through the funding process, ensuring they are well-informed and confident at every step.
- Collaborate with clients to understand their funding requirements and business goals.
- Connect clients with our banking relationship partners throughout the funding process.
- Act as a reliable point of contact for clients, offering support and answering inquiries throughout the funding journey.
- Using your training, come up with creative solutions to navigate the clients’ funding journey.
- Independently manage your client load, ensuring their steady progress in the funding process.
- Foster a friendly and supportive client relationship by maintaining clear communication.
- Exhibit thoroughness in all interactions, ensuring accuracy and attention to detail.
- Work as part of a team while enjoying the freedom of remote work.