Funding Consultant

This is a fully remote position, open to applicants in United States.

📋 Description

• Take charge of the client experience: Support 40-60 clients simultaneously through the processes of credit repair, credit optimization, and securing funding from our partner banks.

• Foster accountability: Ensure clients remain focused and motivated through strong support, genuine concern for their outcomes, and, of course, your engaging personality.

• Navigate complexities: Gain a deeper understanding of your clients and their businesses than they possess themselves.

• Identify obstacles: Anticipate challenges, address missing critical information, and steer clients with structured check-ins and candid communication, all while prioritizing their satisfaction.

• Cultivate exceptional partnerships: Build enduring client relationships founded on expertise, trust, genuine care, and effective communication.

• Emerge as a thought leader: Become a trusted advisor respected by clients due to your passion for finance, credit, and business growth.

⛳️ Requirements

• A minimum of a Bachelor's degree, ideally in business administration or finance.

• Over 2 years of experience in business funding consulting, credit stacking, corporate banking, consulting, private equity, or similar client-facing roles in a dynamic environment.

• Familiarity with credit, lending, or financing processes is preferred; at the very least, a solid understanding of a P&L is required.

• Proficiency in English—native or near-native level without a strong foreign accent.

🏝️ Benefits

• Flexible remote work within US hours.

• Transition to W-2 status after 6 months (the first 6 months will be under 1099 / contract).

• MBA-level education in finance and consulting.

• Potential for leadership advancement in less than 2 years with appropriate personal development.

• Company retreats.