Business Credit and Finance Advisor

4 days ago

⛰️ Colorado – Remote

Although this job is listed in Colorado, this company may be open to hiring remote in other states.

🐊 Florida – Remote

Although this job is listed in Florida, this company may be open to hiring remote in other states.

+11 more states

⛰️ Colorado – Remote 🐊 Florida – Remote 🥔 Idaho – Remote 🎰 Nevada – Remote 🌲 North Carolina – Remote 🌲 Oregon – Remote 🍂 Massachusetts – Remote 🏰 Missouri – Remote 🌴 South Carolina – Remote 🎸 Tennessee – Remote ⛷️ Utah – Remote ☕ Washington – Remote 🧀 Wisconsin – Remote

💵 $75k - $100k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💸 Financial Planning and Analysis

Apply Now

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Credit Suite, Business Credit Specialists

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Credit Suite is a business finance advisory service that specializes in helping companies establish and improve their business credit. They focus on educating businesses about fundability factors that affect their ability to secure loans and credit lines, and they assist clients in navigating the lending landscape. Credit Suite matches businesses with suitable lenders and financing options, ensuring a holistic approach to accessing capital and improving their creditworthiness.

Business Credit Building • Business Financing • Fundability • Business Funding • Business Credit

51 - 200 employees

Founded 2011

💳 Fintech

🤝 B2B

💸 Finance

📋 Description

• Advise clients on business financing solutions: Work closely with small business owners to understand their needs and provide expert guidance on securing business credit and funding options, using AI tools to help. • Build lasting relationships: Establish strong, long-term relationships with clients and help them navigate the complexities of business financing. • Offer personalized financing strategies: Use AI to present a personalized Funding Blueprint to clients with a gameplan of how they can fund their business, providing tailored advice that aligns with the goals and needs of each client. • Manage the client journey: From initial consultation to securing funding, support clients every step of the way, ensuring their success and satisfaction.

🎯 Requirements

• Proven success in sales, business financing, or financial advisory roles. • Strong communication skills: The ability to explain complex financial concepts in an easy-to-understand manner. • Client-focused mindset: A passion for helping others and providing outstanding customer service. • Goal-oriented: Driven to meet and exceed performance targets. • Problem-solving abilities: Creative and analytical thinking to find the best financing solutions for each client. • Attributes: Integrity, honesty, respect, and a genuine commitment to helping others. • Technologically savvy and comfortable working with various software programs; Hubspot CRM experience a plus.

🏖️ Benefits

• Competitive hourly rate + performance-based bonuses. • A workplace that values diverse perspectives and supports professional and personal growth. • Flexible PTO and regular business hours. • Full benefits package including 401k with company match, Medical, Dental, Vision, Short and Long term disability, and Life Insurance options. • Career growth with pre-set appointments and inbound calls generated by national advertising budget and organic lead generation content/SEO strategy. • A culture of learning, innovation, and teamwork that fosters a positive work-life balance. • Be part of a fast-paced, innovative team that’s transforming the business credit landscape.