High School Diploma or equivalent required; Bachelor's degree in finance, Business, or related field preferred.
Previous experience in Sales or Operations within the Small Business Finance industry, particularly with Working Capital Loans.
Strong attention to detail and ability to manage multiple tasks simultaneously.
Proficient in Microsoft Office Suite (Excel, Word, Outlook) and CRM systems.
Excellent verbal and written communication skills, with a focus on managing Partner relationships effectively.
Responsibilities
Accurately process transactions from Application Submission through Funding, ensuring compliance with company policies.
Develop and maintain strong relationships with Strategic Partners.
Input transaction data and verify completeness and accuracy of Partner submissions.
Serve as the primary contact for Partners, addressing queries related to transactions and procedural issues.
Prepare necessary documentation for loan renewals in line with sales, credit, and compliance policies.
Maintain organized records of Partner transactions for auditing and reporting purposes.
Monitor and update internal systems to reflect transaction statuses and ensure accurate reporting.
Benefits
Remote work flexibility, preferably from the Northeast region of the US.
Opportunity to work closely with Sales leadership and cross-functional teams.
Engagement in a fast-paced, target-driven environment that fosters professional growth.
Focus on process improvement to enhance Partner experience.
Supportive company culture that values attention to detail and proactive problem-solving.
Full Job Description
Job Title: Strategic Account Manager
Location: Remote-Preferably Northeast Region of US (NY/Long Island/North NJ)
Department: Originations
Reports to: Vice President, Partner Originations
Company: BriteCap Financial
Position Overview:
The Strategic Account Manager plays a key role in supporting the processing of Strategic Partner transactions, ensuring accuracy, compliance, and timely completion of documentation and communications. The ideal candidate is a highly organized and detail-oriented individual, with strong communication and analytical skills, a thorough understanding of the Working Capital Loan industry, and the ability to work effectively in a fast-paced environment.
Key Responsibilities:
Transaction Processing: Accurately process transactions originated by Strategic Partners from Application Submission through Funding process, ensuring all relevant documentation is in place and compliant with company policies.
Relationship Management: Develop and maintain excellent relationships with Strategic Partners.
Data Entry & Documentation: Input transaction data into systems, review Partner submissions, and verify that all necessary forms and supporting materials are complete and accurate.
Partner Communication: Serve as a point of contact for Partners, answering queries related to transactions, offers, status updates, or procedural issues.
Document Preparation & Compliance: Ensure all necessary documentation for loan renewals is prepared, accurately according to company's sales, credit and compliance policies.
Record Keeping: Maintain detailed and organized records of all Partner transactions and interactions for auditing and reporting purposes.
System Updates: Monitor and update internal systems to reflect the latest transaction statuses and ensure accurate reporting.
Collaboration: Work closely with Sales leadership, Underwriting and Operations teams to ensure a smooth and efficient process while resolving any issues or escalated concerns related to Partner transactions.
Problem Resolution: Assist Partners in resolving transaction issues, discrepancies, or concerns, offering timely solutions.
Process Improvement: Continuously identify and recommend process improvements to increase efficiency, reduce errors, and enhance the overall Partner experience.
Qualifications:
Education: High School Diploma or equivalent required. A bachelor's degree in finance, Business, or a related field is preferred.
Experience: Previous experience in Sales or Operations in the Small Business Finance industry, with a strong understanding of Working Capital Loans.
Skills/Attributes:
Strong attention to detail and ability to manage multiple tasks simultaneously.
Proficient in Microsoft Office Suite (Excel, Word, Outlook) and CRM.
Excellent verbal and written communication and interpersonal skills, with the ability to manage Partner relationships effectively.
Knowledge of Working Capital Loan products and industry standards.
Strong problem-solving and analytical skills.
Ability to work under pressure and meet deadlines and goals.
Proactive and self-motivated.
Strong team player with the ability to collaborate effectively across departments.
A high level of professionalism and confidentiality when handling sensitive information.
Comfortable working in a fast-paced, target-driven environment.
