Broker Account Manager
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Job Summary
To drive growth in the Broker Channel, the full-time Broker Account Manager will manage and expand a panel of brokers, building relationships and converting referrals into funded deals while working remotely.
Key responsibilities
- Grow and manage the broker panel by onboarding and training new brokers on product offerings
- Build and maintain strong relationships with existing brokers to enhance referral volume
- Review referrals, analyze business financials, and convert them into funded deals
Required qualifications
- Minimum of 2 years of experience in business lending, preferably in fintech
- At least 2 years of experience working directly with commercial finance brokers
- Experience analyzing business financials at a working level
- Proven track record of building relationships and generating revenue
- HubSpot experience is a bonus
Complete Job Description
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