Business Finance Specialist

Connect with business owners

Connect with business owners to understand their financing needs.

Build relationships with prospective clients through outbound calls and follow-up communication, educating clients on available business funding solutions.

Manage and grow your own pipeline of qualified leads.

Work closely with Senior Funding Managers to structure financing options for clients.

Maintain accurate records and follow up throughout the funding process.

Continuously learn about business finance products and sales techniques.

Deliver exceptional customer service

Deliver exceptional customer service while helping small businesses reach their goals.

Qualifications

• Strong communication and interpersonal skills.
• A positive attitude with a desire to learn and grow with a willingness to be coached.
• Self-motivated and goal-oriented.
• Comfortable speaking with customers over the phone.
• Ability to multitask in a fast-paced environment.

Sales, customer service, hospitality, retail, or call center experience

(Optional) Sales, customer service, hospitality, retail, or call center experience is a plus—but not required.

Pay

$60,000 to $95,000 / year

Schedule

(Optional) Not specified

Benefits

(Optional) Not specified

Skills

• Strong communication and interpersonal skills.
• A positive attitude with a desire to learn and grow with a willingness to be coached.
• Self-motivated and goal-oriented.
• Comfortable speaking with customers over the phone.
• Ability to multitask in a fast-paced environment.

About the role

At Straight Line Source, we're passionate about helping small businesses succeed by providing fast, flexible funding solutions that allow entrepreneurs to grow and thrive.

Benefits

(Optional) Not specified

Pay

$60,000 to $95,000 / year

Schedule

(Optional) Not specified

Qualifications

• Strong communication and interpersonal skills.
• A positive attitude with a desire to learn and grow with a willingness to be coached.
• Self-motivated and goal-oriented.
• Comfortable speaking with customers over the phone.
• Ability to multitask in a fast-paced environment.

Skills

• Strong communication and interpersonal skills.
• A positive attitude with a desire to learn and grow with a willingness to be coached.
• Self-motivated and goal-oriented.
• Comfortable speaking with customers over the phone.
• Ability to multitask in a fast-paced environment.