Strategic Account Manager

Job Summary

Managing the processing of Strategic Partner transactions, the full-time Strategic Account Manager will ensure accuracy, compliance, and timely completion of documentation while developing strong relationships with partners in a remote setting, preferably from 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 primary point of contact for transaction-related queries
• Input transaction data into systems, review partner submissions, and prepare necessary documentation for loan renewals

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 knowledge of Working Capital Loans
• Proficiency in Microsoft Office Suite and CRM systems
• Strong organizational skills with a keen attention to detail
• Ability to work under pressure and meet deadlines in a fast-paced environment