What are the responsibilities and job description for the Funding Specialist position at Sunrise Funding Group?
Company Description
Sunrise Funding Group is a boutique provider of business funding and financing solutions, specializing in empowering small businesses. Guided by core values of integrity, professionalism, and results, the company helps clients achieve their business goals with personalized funding and financing programs. Utilizing innovative technology and a dynamic team of professionals, Sunrise Funding Group offers services such as merchant cash advances, working capital, and expansion financing. Based on a mission of supporting business success, the company is dedicated to fostering long-term partnerships. For more details, visit www.sunrisebusinessfunding.com.
Role Description
This is a full-time, on-site role for a Funding Specialist based in Toms River, NJ. The Funding Specialist will work closely with small business clients to understand their financial needs, recommend funding solutions, and guide them through the application process. Responsibilities include analyzing financial data, presenting tailored funding and financing options, maintaining client relationships, and contributing to the achievement of organizational goals. Additionally, you will communicate effectively with clients and collaborate with team members to ensure compliance and exceptional service.
Qualifications
- Strong analytical skills for assessing financial needs and developing custom funding solutions
- Experience in funding, financing processes, and investment strategies
- Effective communication skills to interact with clients and provide professional support
- Knowledge or background in finance and related fields
- Ability to work in a fast-paced, results-driven environment
- Problem-solving skills and attention to detail
- Bachelor's degree in Finance, Business, Economics, or a related field is preferred
- Previous experience in small business funding or financial services is an asset