Funding Specialist

Part-Time Funding Specialist / Funding Expert (Remote)

We are seeking an experienced Funding Specialist to join our growing team on a part-time basis. The ideal candidate will have a strong background in business and personal funding, credit profile analysis, lender requirements, and helping clients obtain financing through banks, credit unions, fintech lenders, and business credit providers.

Responsibilities

• Review client credit and financial profiles to determine funding eligibility.
• Assist clients with business and personal funding strategies.
• Recommend lenders and funding options based on client qualifications.
• Guide clients through the funding application process.
• Track client progress and maintain organized records.
• Communicate with clients regarding funding updates and next steps.

Required Knowledge

• Business Funding
• Personal Funding
• Business Credit
• Credit Profile Analysis
• Lender Guidelines & Underwriting
• EIN & Business Credit Building
• Debt-to-Income (DTI) Analysis
• Funding Stacking Strategies
• SBA & Traditional Lending
• Credit Utilization & Optimization

Preferred Experience

• Experian Business
• Equifax Business
• Dun & Bradstreet
• NAV
• Credit Monitoring Platforms
• CRM Systems
• GoHighLevel (GHL)

Qualifications

• Previous funding or business finance experience required.
• Strong communication and organizational skills.
• Ability to manage multiple client files.
• Self-motivated, professional, and results-driven.

Part-Time | Remote | Competitive Pay Based on Experience

To apply, submit your resume along with a brief summary of your funding experience, including the types of funding you've helped clients obtain and the lenders or funding programs you're familiar with.