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 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 their primary point of contact
• Input transaction data into systems, review Partner submissions, and prepare necessary documentation for loan renewals

Required Qualifications

• High School Diploma or equivalent required; bachelor's degree in finance, Business, or a related field preferred
• Previous experience in Sales or Operations within the Small Business Finance industry, particularly with Working Capital Loans
• Proficiency in Microsoft Office Suite and CRM software
• Strong understanding of Working Capital Loan products and industry standards
• Ability to work under pressure and meet deadlines in a fast-paced environment