Demo

Client Relationship Manager/Sales Support

Advantage Financing
Brookfield, WI Full Time
POSTED ON 4/3/2026
AVAILABLE BEFORE 6/2/2026

About us:

Advantage Financing is a direct, commercial lender who has been passionate about helping small businesses grow since 1992. We love building relationships with our customers and vendors in order to serve them with excellence.

Culture is a priority in our company. The genuine care, concern and respect that we have for one another is extraordinary. We do serious work, but we don’t take ourselves too seriously…we love to laugh! We value people and personal connections.

Here are a few things that our team has said about us:

“I enjoy being appreciated and shown that I mean something to the company.”

“Management is truly appreciative of the employees and shows it in many different ways.”

“The people here aren’t just co-workers. They are friends, family and people that you want to see during the week.”

If you’ve got a passion for people and relationship building is what you love to do, this opportunity may be for YOU!

What winning looks like:

  • Making phone calls and sending emails to current and potential customers.
  • Processing loan documents on behalf of the company and the customer. Acting as the intermediary to ensure that all documents are collected in a timely fashion.
  • Delivering excellent service and quick response times.
  • Maintaining detailed notes of all interactions in our software.
  • This is a support role, not sales role.

Skills:

  • Energized by interacting with people.
  • Self-motivated and organized.
  • Proficient in Microsoft Outlook. (Experience in Word, Excel a plus.)

Benefits:

  • Competitive wages with bonus opportunities.
  • Company outings.
  • Early Fridays.
  • Casual dress and engaging, light-hearted work environment.

Job Type: Full-time

Pay: $20.00 - $22.00 per hour

Benefits:

  • 401(k)
  • 401(k) matching
  • Dental insurance
  • Health insurance
  • Health savings account
  • Life insurance
  • Paid time off
  • Vision insurance

Experience:

  • Customer Relationship Management: 1 year (Preferred)

Work Location: In person

Salary : $20 - $22

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