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Business Development Specialist

2 months ago

Doral, Florida, United States Idea Financial Full time

About the Role:

Idea Financial is seeking a highly motivated and results-driven Business Advisor to join our Sales team. As a Business Advisor, you will play a critical role in driving top-line growth and revenue for the organization by building and maintaining relationships with our clients, understanding their business needs, and providing them with tailored lending solutions.

Key Responsibilities:

  • Represent the company through efficient communication with clients to introduce the company's lending solutions.
  • Work with internal stakeholders to complete loan applications.
  • Identify and quantify potential clients, assessing their business needs, financial situation, and creditworthiness.
  • Communicate clearly with clients, lenders, and the underwriting team to facilitate a quick turn time on funding term loans and commercial lines of credit.
  • Reach out to clients and gather necessary documents to complete loan applications.
  • Educate clients about the company's lending solutions, including the terms, rates, and repayment options available.
  • Strategize and consult with clients to ensure best-in-class service level standards.
  • Utilize Salesforce to track the status of your activity and loan pipeline.
  • Continuously identify new opportunities for business growth and expansion.

Requirements:

  • Experience in sales or account management, preferably in the financial industry.
  • Goal-oriented, a team player who thrives in a collaborative, fast-paced work environment.
  • A customer-focused mindset, with a passion for delivering excellent service and support to clients.
  • Strong organizational and time management skills.
  • Strong analytical and problem-solving skills to understand a client's financial needs and develop customized lending solutions.
  • Knowledge of finance, accounting, and lending principles preferred but not required.

What We Offer:

  • Uncapped commissions and unlimited earning potential, a competitive pay structure with base salary and performance-based incentives.
  • Highly visible revenue-generating role where you will know your impact and contribution to the success of the organization.
  • Unlimited growth potential.
  • A collaborative, supportive, fast-paced work environment where we collectively work hard and enjoy a company culture steeped in reward and appreciation for a job well done.
  • A fun, friendly, and talented team that is passionate about financial technology and helping small businesses succeed.
  • Generous benefits and perks including a matching 401K plan, medical, dental, and flexible paid time off policy.

About Us:

Idea Financial is an equal opportunity employer. We make all employment decisions without regard to sex, sexual orientation, gender identity, race, color, religion, age, national origin, pregnancy, citizenship, disability, service in the uniform services, or any other classification protected by federal, state, or local law.