Account Support Liaison

3 weeks ago


New York, New York, United States Premium Merchant Funding Full time

Job Title: Account Support Liaison

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We are seeking a dedicated and proactive professional to join our Premium Merchant Funding division. In this role, you will be responsible for contacting clients who have been submitted to the SBA Division, ensuring they schedule their calls, and providing ongoing support throughout the process.

Key Responsibilities:

  • Contact clients who have been submitted to the SBA Division to confirm they are scheduling their calls.
  • Provide clear and helpful information regarding the next steps and the importance of scheduling their call with the SBA Division.
  • Serve as a liaison between clients and the SBA Division, offering support and addressing any questions or concerns.
  • Maintain accurate and up-to-date records of client interactions, including scheduling status and follow-up actions.
  • Follow up with clients who have missed or rescheduled their calls to ensure they complete the required steps.
  • Resolve any client issues or concerns promptly, escalating complex matters to the appropriate teams.
  • Meet or exceed client engagement and scheduling performance targets.

Compensation: $35,000 per year. Based on industry standards and market rates, this compensation package reflects our commitment to attracting top talent and investing in our employees' success.


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