Funding Specialist

Role – Funding Specialist – Spanish Language Specialist

Job Summary:

We are seeking a dynamic and results-driven Funding Specialist (Spanish Language Specialist) to support and expand our Revenue-Based Funding operations for Spanish-speaking clients and markets. The ideal candidate will be responsible for developing relationships with Spanish-speaking business owners, understanding their funding needs, and offering tailored financial solutions.

Key Responsibilities:

• Consultative Selling: Understand the unique financial needs of prospective clients and provide

lending solutions that align with their business goals and requirements. This role will involve

working closely with Spanish-speaking clients, requiring strong communication skills in

Spanish.

• Relationship Building: Establish and nurture long-term relationships with clients, including

Spanish-speaking customers, acting as their primary point of contact throughout the entire

sales process and beyond.

• Needs Assessment: Conduct thorough needs assessments to evaluate clients' financial situations,

cash flow, and repayment capabilities to determine the feasibility of lending options.

• Product Knowledge: Stay up to date with the latest trends and developments in lending

and related financial products to effectively communicate the value proposition and

benefits to both English and Spanish-speaking clients.

• Offer Development: Prepare and present comprehensive proposals that outline the terms,

conditions, rates, and repayment schedules of lending options, ensuring clarity and

accuracy for Spanish-speaking clients.

• Negotiation and Closing: Engage in price negotiations, address objections, and work

towards closing deals that are mutually beneficial for the client and the company, including

handling discussions in Spanish when required.

• Cross-Functional Collaboration: Collaborate with internal teams, including underwriting, credit,

and legal departments, to ensure a smooth and efficient loan origination process.

• Pipeline Management: Maintain accurate and up-to-date records of all client interactions,

prospects, and sales activities using the CRM system.

• Achieve Sales Targets: Meet or exceed monthly and quarterly sales targets by actively pursuing new business opportunities and maximizing revenue potential from existing clients.

Requirements:

• Education: Bachelor's degree.

• Experience: Proven track record of success in sales or business development, preferably in the

financial services industry. Strong understanding of financial concepts, including cash flow

analysis, credit evaluation, and repayment structures.

• Fluency in Spanish (spoken and written) is mandatory/preferred for handling Spanish-speaking

clients.

• Communication Skills: Excellent verbal and written communication skills to effectively articulate

complex financial concepts and build rapport with clients.

• Sales Skills: Demonstrated ability to identify client needs, overcome objections, and close sales

deals. Strong negotiation and persuasive skills are essential.

• Relationship Management: A customer-centric approach with the ability to build and maintain

long-term client relationships. Prior experience in managing a client portfolio is advantageous.

• Results-Driven: Proven ability to meet or exceed sales targets and work independently in a

fastpaced, target-oriented environment.

• Technology Proficiency: Comfortable in working within CRM systems, sales tools, and Microsoft

Office Suite for sales documentation and reporting.

• Team Player: Collaborative mindset with the ability to work effectively within a cross-functional

team environment.

• Ethical Conduct: Maintain high ethical standards and adhere to regulatory guidelines and

compliance requirements.