Fortifi Capital - Join Our Team!
At Fortifi Capital, we're a leading financial firm dedicated to meeting our clients' financing needs, specializing in Merchant Cash Advances and more. We take pride in offering our team members the tools they need for success, including access to leads, comprehensive training, a wide network of ISO partnerships, competitive commission structures, and all the resources necessary to thrive.
This position is commission-based.
Responsibilities:
1. Prospecting and Outreach:
Conduct outbound calls to connect with potential merchant cash advance prospects.
Initiate email communications to introduce our funding services and generate interest.
2. Client Communication:
Follow up with merchants and prospects to gather essential financial statements and application details.
Maintain regular communication to build strong relationships and address any queries.
3. Documentation and Submission:
Collect and organize financial statements and relevant documentation from clients.
Prepare and submit accurate and complete funding applications to cash advance lenders.
4. Market Knowledge:
Stay updated on industry trends, lending regulations, and market conditions.
Provide clients with information on various funding options available.
5. Collaboration:
Coordinate with internal teams to ensure a seamless and efficient funding process.
Collaborate with lenders to address any additional documentation or inquiries.
6. Record Keeping:
Maintain detailed and organized records of client interactions, applications, and outcomes.
Utilize CRM tools to track and manage client information.
Qualifications:
Proven experience in merchant cash advance or related financial services is preferred.
Excellent communication and interpersonal skills.
Strong attention to detail and organizational abilities.
Familiarity with relevant financial software and CRM tools.
Ability to adapt to a dynamic and fast-paced environment.
** COMMISSION BASED JOB **
OPTION OF PAID TRAINING
Job Type: Full-time
Pay: $50,000.00 - $250,000.00 per year
Experience level:
Schedule:
- 8 hour shift
- Day shift
- Monday to Friday
Work Location: In person