Funding Consultant guiding small business owners through credit repair, optimization, and partner-bank financing. Delivering consulting expertise, client accountability, and measurable funding outcomes.
Responsibilities
Guide 40–60 clients at a time through credit repair, credit optimization, and the funding process with partner banks
Own client outcomes and the complete client journey
Keep clients accountable and on track toward their goals
Understand clients and their businesses, anticipate bottlenecks, identify missing details, and provide structured guidance
Develop long-term client relationships based on expertise, trust, care, and clear communication
Advise clients on finance, credit, and business growth
Achieve monthly client fulfillment and success-fee collection targets
Help at least 95% of clients reach funding milestones within projected timelines
Maintain a 4.5+ Trustpilot rating and a 10% client referral rate
Use Google Workspace, Excel, Zoom, Slack, and ChatGPT
Requirements
At least a Bachelor’s degree, preferably in business administration or finance
2+ years of experience in business funding consulting, credit stacking, corporate banking, consulting, private equity, or another client-facing role in a fast-paced environment
Familiarity with credit, lending, or financing processes preferred
Understanding of a P&L at minimum
Availability for a 40–50 hour work week from Monday to Friday during US work hours
English native or close to native
No strong foreign accent
Ability to work remotely
Ability to travel up to 4 times per year for one week
Ownership, integrity, perseverance, innovation, and humility
Benefits
Flexible remote work in US hours
W-2 conversion after 6 months (first 6 months will be 1099 / contract)
MBA-level finance & consulting education
Leadership track in under 2 years available with the right personal growth
Company retreats
Availability to travel up to 4 times per year for one week
Variable compensation tied to number of clients fulfilled and referrals, with good performer earnings of $106,000 and high performer earnings of $163,000
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