Senior Business Funding Strategist — 0% APR Credit & Revenue-Based Funding
Confidential employer
COMPANY: JJT Consulting Group LLC
LOCATION: Remote — Philippines
SCHEDULE: Full-time availability during U.S. Eastern business hours
COMPENSATION: Competitive base pay + commission incentives tied to successful funding outcomes
ABOUT THE ROLE
JJT Consulting Group helps U.S. business owners pursue capital through business credit and revenue-based funding strategies.
We’re looking for an experienced Funding Strategist who can independently assess a client’s financial profile, recommend suitable funding options, and manage execution from initial review through approval and funding.
You should understand how to evaluate lender fit, sequence applications responsibly, protect client eligibility, explain costs and risks clearly, and communicate confidently with business owners.
This role requires sound judgment, strong follow-through, attention to detail, and the ability to manage multiple client files without constant supervision.
RESPONSIBILITIES
- Review personal and business credit reports, business information, bank statements, revenue, cash flow, and existing obligations.
- Assess funding readiness and identify issues that could affect approvals, pricing, available limits, or repayment capacity.
- Develop personalized funding strategies based on each client’s goals, profile, timing, and risk factors.
- Recommend suitable lenders and products, including 0% introductory APR business credit cards and revenue-based funding, when appropriate.
- Determine application order, timing, preparation steps, and required documentation.
- Evaluate whether revolving credit, revenue-based financing, or a combination fits the client’s needs.
- Clearly explain promotional periods, fees, repayment structures, obligations, risks, and next steps.
- Manage applications through submission, lender follow-up, approval, closing, and funding.
- Verify documents and resolve missing information or inconsistencies before submission.
- Communicate proactively with clients and lenders through calls, text messages, and email .
- Maintain accurate CRM records, lender notes, application statuses, funding totals, and next actions.
- Follow company SOPs and communication deadlines, escalating issues when needed.
- Recommend improvements to application quality, client experience, and funding execution.
- Protect client confidentiality and handle financial information responsibly.
REQUIRED QUALIFICATIONS
- Hands-on experience in U.S. business funding, business credit, commercial lending, or a closely related field.
- Familiarity with both 0% introductory APR business credit card strategies and revenue-based funding.
- Strong understanding of credit utilization, payment history, inquiries, credit age, personal guarantees, business structure, and lender eligibility.
- Experience analyzing bank statements, revenue trends, cash flow, deposits, balances, negative days, and existing payment obligations.
- Ability to develop and explain a complete funding strategy independently.
- Sound judgment about lender fit, application timing, client readiness, and when to postpone or decline an application.
- Excellent spoken and written English.
- Strong organization, attention to detail, and ownership of deadlines.
- Confidence managing client calls and multiple applications at different stages.
- Reliable internet, a quiet professional workspace, and consistent availability during U.S. Eastern business hours.
- Ability to communicate funding terms accurately without making guarantees about approval, limits, rates, or timing.
Experience with GoHighLevel, lender portals, CRM systems, funding trackers, and document-management workflows is strongly preferred.
COMPENSATION & OPPORTUNITY
- Competitive base pay reflecting your experience and demonstrated ability.
- Commission incentives on successfully funded deals, allowing you to increase your earnings through strong execution and results.
- Clear performance expectations and commission terms established in writing before you start.
- Ownership of client funding strategies from assessment through funding completion.
- The opportunity to contribute your lender knowledge and improve our funding systems.
- Room to grow into greater responsibility as you demonstrate consistent performance.
Commission eligibility, payment timing, treatment of cancellations or chargebacks, and the definition of a successfully funded deal will be explained before employment begins.
We want a strategist who can deliver—and we want your compensation to reflect the value you bring.
HOW WE MEASURE SUCCESS
- Accurate funding assessments and well-reasoned strategies.
- Appropriate lender and product recommendations.
- Complete, accurate applications and timely submissions.
- Proactive client and lender communication.
- Approval and funding outcomes relative to client eligibility, without sacrificing suitability or compliance.
- Accurate CRM records and reliable pipeline management.
- Consistent adherence to company processes, deadlines, and confidentiality requirements.
- Client trust, clarity, and overall experience.
- Responsible use of client information and accurate representation of funding terms.
HOW TO APPLY
Apply through OnlineJobs.ph with ALL of the following:
1. Your updated résumé.
2. A 2–3 minute Loom video introducing yourself and explaining your relevant funding experience.
3. A brief, anonymized funding strategy example covering the client’s general profile, funding objective, lenders or products considered, recommended application sequence, reasoning, and final outcome if available.
4. A list of funding products, lenders, lender portals, and CRM systems you have worked with.
5. Your availability in U.S. Eastern Time.
6. Your expected base compensation.
7. Measurable results, if available, such as approval rates, total funding facilitated, average client funding, or number of applications managed.
Remove all client-identifying and confidential information from your examples. Do not include account numbers, Social Security numbers, full credit reports, bank statements, login credentials, or other sensitive data.
APPLICATION SUBJECT: Funding Strategist — Ready to Own Results
Incomplete applications will not be considered. Your application must include the Loom video, strategy example, relevant platform experience, availability, and compensation expectations.
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