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Business Funding Specialist

Job Description - Business Funding Specialist

Responsibilities:

  • Refer small businesses to our funding platform using your provided resources.
  • Assist clients with completing a single application that connects them to multiple lenders.
  • Share updates and help answer client questions during the funding process.
  • Provide professional support to entrepreneurs looking for capital for trucks, equipment, or business expansion.
  • Perform administrative tasks related to client tracking and communication.

What’s Provided:

  • Free access to a professional business funding platform (no fees or quotas)
  • Personalized broker website and marketing tools
  • Full cloud-based training and ongoing mentorship
  • Real-time back office system to track clients and commissions
  • Daily live training/support calls available (optional)

Qualifications:

  • Strong communication and customer service skills
  • Self-motivated and able to work independently
  • No prior finance experience required — training provided
  • Background in sales, business, trucking, or insurance a plus but not required

1099 position – commission-based income earned per client funded

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