What are the responsibilities and job description for the Associate Funding Manager, Renewals position at BusinessLoans.com?
Company Description BusinessLoans.com is a leading online platform that connects small businesses with the financing they need to grow and succeed. Using proprietary form technology and advanced matching algorithms, the company streamlines the borrowing process and offers a wide range of loan and credit-building options from trusted lending partners. These tools help businesses of all sizes find tailored financial solutions that fit their unique needs. With a strong focus on transparency, speed, and personalized service, BusinessLoans.com enables entrepreneurs to make informed funding decisions and reach their business goals.
Role Description The Associate Funding Manager, Renewals is a full-time, on-site role based in Charleston, SC. This role is responsible for managing renewal opportunities for existing clients, including reviewing current loan structures, assessing client needs, and recommending appropriate funding options. Day-to-day tasks include analyzing financial information, preparing renewal proposals, coordinating with lending partners, and guiding clients through the renewal process. The Associate Funding Manager will maintain accurate records, monitor renewal pipelines, and collaborate with sales and underwriting teams to ensure timely approvals. This role also involves providing clear, professional communication to clients, supporting retention efforts, and identifying opportunities to improve funding strategies and client satisfaction.
Qualifications
Role Description The Associate Funding Manager, Renewals is a full-time, on-site role based in Charleston, SC. This role is responsible for managing renewal opportunities for existing clients, including reviewing current loan structures, assessing client needs, and recommending appropriate funding options. Day-to-day tasks include analyzing financial information, preparing renewal proposals, coordinating with lending partners, and guiding clients through the renewal process. The Associate Funding Manager will maintain accurate records, monitor renewal pipelines, and collaborate with sales and underwriting teams to ensure timely approvals. This role also involves providing clear, professional communication to clients, supporting retention efforts, and identifying opportunities to improve funding strategies and client satisfaction.
Qualifications
- Candidates should possess experience with funding processes and loan products, including reviewing, structuring, and managing renewals.
- Candidates should possess strong analytical skills to assess financial data, evaluate risk, and recommend suitable financing solutions.
- Candidates should possess knowledge of finance and investments, particularly as they relate to small business lending and credit-building options.
- Candidates should possess familiarity with various loan types and lending practices, including working with multiple funding partners.
- Strong written and verbal communication skills, with the ability to explain financial concepts clearly to clients.
- Detail-oriented and organized, with proven ability to manage multiple renewal cases and meet deadlines in a fast-paced environment.
- Customer-focused mindset, demonstrating professionalism and commitment to client success and retention.
- Proficiency in using CRM systems and basic office software; comfort working with online platforms and financial tools.
- Relevant experience in financial services, lending, or small business funding; associate or bachelor’s degree in business, finance, or a related field is preferred.