Strategic Account Manager

Job Summary

To support the processing of Strategic Partner transactions, the full-time Strategic Account Manager will ensure accuracy, compliance, and timely completion of documentation while developing relationships with partners in a remote capacity, preferably located in the Northeast region of the US.

Key Responsibilities

• Accurately process transactions from Application Submission through Funding, ensuring compliance with company policies
• Develop and maintain excellent relationships with Strategic Partners, serving as a point of contact for queries related to transactions
• Input transaction data into systems, review submissions, and prepare necessary documentation for loan renewals according to compliance standards

Required Qualifications

• High School Diploma or equivalent required; a bachelor's degree in finance, Business, or a related field is preferred
• Previous experience in Sales or Operations within the Small Business Finance industry, with a strong understanding of Working Capital Loans
• Proficiency in Microsoft Office Suite and CRM systems
• Strong attention to detail and ability to manage multiple tasks simultaneously
• Ability to work under pressure and meet deadlines in a fast-paced environment