Funding Specialist
1 day ago
We are seeking a highly motivated Funding Specialist with a background in business banking to join our growing team focused on Term Loans. In this role, you will leverage your business banking expertise to identify and close term loan opportunities for small to mid-sized businesses.
Your deep understanding of financial products and business banking relationships will play a critical role in delivering tailored lending solutions to help our clients thrive.
Key Responsibilities- Proactively identify and engage with businesses seeking term loans, utilizing leads.
- Build and maintain strong relationships with small and mid-sized business owners, understanding their financial needs and providing expert advice on available loan solutions.
- Serve as a trusted advisor to clients, guiding them through the loan application and approval process, ensuring a smooth and transparent experience.
- Leverage your business banking background to consult clients on the benefits, structure, and terms of our lending products, offering tailored solutions to meet their financial goals.
- Collaborate with underwriting, credit, and legal teams to ensure loan applications meet guidelines and the loan origination process is seamless.
- Conduct thorough needs assessments to evaluate clients' financial situations, cash flow, creditworthiness, and repayment capabilities to determine the feasibility of offering term loan options.
- Engage in price negotiations, address client objections, and work towards closing deals that are beneficial for both the client and the company.
- Meet and exceed sales targets by actively managing a pipeline of potential clients, ensuring consistent follow-ups and relationship management.
- Stay updated on industry trends, market conditions, and competitive financial products to offer best-in-class service to clients.
- Represent the company at industry events, networking opportunities, and business banking forums to generate new business.
- 3+ years of experience in business banking or commercial lending, with a strong understanding of term loans and small business financial products.
- Proven success in a B2B sales role, particularly in selling financial services or lending products to small and mid-sized businesses.
- In-depth knowledge of business banking practices, lending regulations, and credit analysis.
- Exceptional communication and relationship-building skills, with a consultative sales approach.
- Ability to analyze financial statements and assess the creditworthiness of potential borrowers.
- Self-driven, goal-oriented, and comfortable working in a fast-paced, high-performance environment.
- Experience with CRM software and managing sales pipelines.
- Bachelor's degree in business, Finance, or related field (preferred).
We offer a competitive salary range of $60k plus commissions, as well as a range of benefits and perks, including:
- Generous medical, dental, and vision insurance
- 401K match, commuter benefits, and employee incentive plan
- Catered lunch and team events
We are a Great Place to Work Certified company and have been recognized as one of the fastest-growing private companies in 2023 by Inc 5000 and Crain's New York Fast 50. We are proud to be a part of the Deloitte Technology Fast 500.
-
Funding Specialist
1 month ago
New York, New York, United States Circadian Funding Full timePosition OverviewWe are seeking a motivated and dedicated Funding Specialist with a strong work ethic and proficiency in telephone sales. Our company stands out as one of the leading alternative lending firms in the industry.Our advantages include:Access to daily inbound leads generated from our exclusive marketing initiatives.Utilization of a progressive...
-
Fund Accounting Specialist
3 weeks ago
New York, New York, United States Blackstone Restaurant Full timeJob Title: Fund Accounting SpecialistBlackstone Restaurant is seeking a highly skilled Fund Accounting Specialist to join our team. As a Fund Accounting Specialist, you will play a critical role in ensuring the accuracy and integrity of our financial reporting.Responsibilities:Oversee the quarterly NAV and portfolio reconciliation process, investigating and...
-
IT Support Specialist
7 days ago
New York, New York, United States SBG Funding Full timeAbout SBG FundingSBG Funding is a leading provider of business funding solutions, dedicated to delivering fast, flexible, and affordable capital to small businesses nationwide.Job DescriptionWe are seeking an IT Help Desk Specialist to support our rapid growth and ensure the smooth operation of our technology infrastructure.Key ResponsibilitiesProvide timely...
-
Fund Accounting Specialist
2 weeks ago
New York, New York, United States Blackstone Full time{"title": "Fund Accounting and Reporting Specialist", "subtitle": "Join Blackstone's team and contribute to the success of our alternative asset management business.", "content": "Blackstone is the world's largest alternative asset manager, seeking to create positive economic impact and long-term value for our investors, the companies we invest in, and the...
-
Fund Accounting Specialist
4 weeks ago
New York, New York, United States Blackstone Full timeAbout the RoleBlackstone is seeking a highly skilled Fund Accounting Specialist to join our team. As a Fund Accounting Specialist, you will play a critical role in ensuring the accuracy and integrity of our financial reporting.Key ResponsibilitiesFinancial Statement Preparation: Prepare and review quarterly and annual financial statements for our funds,...
-
Fund Accounting Specialist
3 weeks ago
New York, New York, United States U.S. Bank Full timeAbout the RoleAt U.S. Bank, we're committed to helping our customers and businesses make informed financial decisions. As a Fund Accounting Specialist, you'll play a critical role in providing accounting, administration, and investor servicing for hedge funds, private equity funds, and closed-end registered products.Key ResponsibilitiesCalculate net asset...
-
Fund Accounting Specialist
2 weeks ago
New York, New York, United States Blackstone Restaurant Full timeJob Title: Fund Accounting SpecialistBlackstone is the world's largest alternative asset manager, seeking a highly skilled Fund Accounting Specialist to join our team. As a key member of our financial operations team, you will play a critical role in ensuring the accuracy and integrity of our financial reporting.Responsibilities:Oversee the quarterly NAV and...
-
Fund Reporting Specialist
2 weeks ago
New York, New York, United States Blackstone Restaurant Full time{"Job Title": "Fund Reporting Specialist", "Job Description": "Job SummaryBlackstone is seeking a highly skilled Fund Reporting Specialist to join our team. As a key member of our financial operations team, you will be responsible for coordinating and overseeing the preparation and submission of regulatory reports to various agencies.Key...
-
Fund Accounting Specialist
2 weeks ago
New York, New York, United States Blackstone Full timeJob Title: Fund Accounting SpecialistBlackstone is the world's largest alternative asset manager, seeking to create positive economic impact and long-term value for our investors, the companies we invest in, and the communities in which we work. We do this by using extraordinary people and flexible capital to help companies solve problems.Key...
-
Fund Accounting Specialist
2 weeks ago
New York, New York, United States Blackstone Restaurant Full timeJob Title: Fund Accounting SpecialistBlackstone is the world's largest alternative asset manager. We seek to create positive economic impact and long-term value for our investors, the companies we invest in, and the communities in which we work. Our $1.1 trillion in assets under management include investment vehicles focused on private equity, real estate,...
-
Fund Alternatives Accounting Specialist
4 weeks ago
New York, New York, United States The Judge Group, LLC Full timeJob SummaryWe are seeking a highly skilled Financial Reporting Specialist to join our team in New York. As a key member of our small, dedicated team, you will be responsible for overseeing the accounting and financial reporting for our growing alternatives business.Key ResponsibilitiesReview and reconcile net asset values and investor statements, including...
-
Fund Alternatives Accounting Specialist
3 weeks ago
New York, New York, United States The Judge Group, LLC Full timeAbout The Judge Group, LLCThe Judge Group, LLC is a leading provider of investment management and retirement services. Our mission is to help individuals and communities achieve a better financial future. We believe in being bold and committed to action, and we're seeking talented individuals to join our team.Job SummaryWe're seeking a Fund Alternatives...
-
Business Analyst with Hedge Fund Specialist
3 weeks ago
New York, New York, United States VDart Inc Full timeBusiness Analyst with Hedge Fund Expertise Job Summary VDart Inc is seeking a highly skilled Business Analyst with expertise in hedge fund operations to join our team. As a Business Analyst with Hedge Fund Specialist, you will play a critical role in supporting the private lending process. Key Responsibilities Assist in the development and implementation of...
-
New York, New York, United States Oxfam America Full timeJob Title: Operations Specialist, Institutional Funding and PartnershipsOxfam America is seeking an experienced Operations Specialist to support the Institutional Funding and Partnerships team in achieving ambitious revenue goals. The successful candidate will be responsible for advancing the organization's institutional fundraising program by developing and...
-
Fund Investment Due Diligence Specialist
3 weeks ago
New York, New York, United States Cyperus Group, Inc Full timeCompany OverviewCyberus Group, Inc is a leading asset manager with over $5 billion in assets under management.Job SummaryWe are seeking a highly skilled Fund Investment Due Diligence Specialist to join our research team. The successful candidate will be responsible for gathering and analyzing information regarding all aspects of hedge fund investments,...
-
Senior Fund Accountant
2 weeks ago
New York, New York, United States Suncap Technology Full timeFinancial Reporting and Compliance SpecialistSuncap Technology seeks a highly skilled Financial Reporting and Compliance Specialist to join our team. As a key member of our finance department, you will be responsible for preparing quarterly and annual financial statements for our private equity funds and co-investment entities.You will interact with our...
-
Chief Compliance Officer
3 weeks ago
New York, New York, United States SS&C Full timeJob SummarySS&C is a leading provider of investment and financial services and software for the financial services and healthcare industries. As a global company, we have 20,000+ employees in over 90 offices in 35 countries. Our clients include 18,000 financial services and healthcare organizations, from the world's largest institutions to local firms, who...
-
Hedge Fund Client Services Specialist
1 month ago
New York, New York, United States Barclays Full timeHedge Fund Client Services Specialist Location: New York This position is governed by FINRA regulations. As a Hedge Fund Client Services Specialist at Barclays, you will serve as the primary liaison for hedge fund clients. Your role will involve cultivating strong relationships within our client portfolio by delivering exceptional service through proactive...
-
Investment Funds Specialist
7 days ago
New York, New York, United States Crescent City Recruitment Group Full timeInvestment Funds AssociateCrescent City Recruitment Group is seeking a highly-qualified Investment Funds Associate to join our team. As a key member of our Investment Funds practice group, you will advise clients on matters related to the Investment Company Act and Investment Advisers Act.Key Responsibilities:Provide support for a variety of closed-end...
-
Fund Origination Specialist
2 weeks ago
New York, New York, United States iCapital Full timeAbout the RoleiCapital is seeking a highly skilled Fund Origination Assistant Vice President to support its growing alternative investments feeder fund business. This role will report into a Senior Vice President on the Fund Origination team and focus on new product development, product structuring, manager onboarding, and fund lifecycle...