2 management jobs found

We are seeking highly motivated and results-driven individuals to join our team as a Financial Sales Representative. As a Sales Representative, you will be responsible for selling capital solutions to small businesses across the United States. This is an exciting opportunity to be part of a dynamic company that specializes in providing financial resources to help small businesses thrive and grow. Responsibilities: -Prospect and generate leads: Identify potential small business clients through various channels such as online research, networking events, cold calling, and referrals. -Present and sell capital solutions: Articulate the benefits and features of our capital products to potential clients, highlighting how our offerings can support their business growth and success. -Build and maintain relationships: Develop strong relationships with clients by providing exceptional customer service, being responsive to inquiries, and addressing any concerns or issues....

Responsibilities: Break down and review underwriting conditions to determine required actions Communicate directly with underwriters to resolve outstanding conditions Work with clients to collect necessary documentation for underwriting Review borrower-provided documents for accuracy and completeness (income, assets, employment, credit, etc.) Submit loan files to underwriting and manage them through to closing Coordinate with title companies and/or attorneys to ensure all closing documentation is accurate and complete Review final Closing Disclosure (CD) for accuracy before borrower acknowledgment Balance final figures with the title company to ensure a smooth, timely closing Serve as the main point of contact for clients, keeping all parties informed throughout the loan process Skills and qualifications: Excellent communication skills, with a focus on providing impeccable customer service Strong research capabilities...