StrategicFundingSpecialist

## Description OUR MISSION We firmly believe that small and medium-sized businesses are the most vital contributors to their communities. We strive every day to not only support the growth and profit improvement of American businesses, but to enrich the lives of the owners and their families. By supporting these businesses, we can directly impact the communities they serve. We meet businesses where they are. How can we help you move forward today? The Strategic Funding Specialist is responsible for supporting clients through the lending and funding process by identifying financing needs, evaluating lending options, and connecting clients with appropriate lending partners. This role operates in a brokerage-style environment, serving as the bridge between clients and financial institutions across a variety of industries and funding types. The Strategic Lending Specialist works closely with internal consulting teams and external lending partners to help clients improve access to capital, navigate funding challenges, and secure financing solutions aligned with their operational and strategic goals ## ESSENTIAL DUTIES and RESPONSIBILTIES ▪ Assess client funding needs and identify appropriate financing solutions.▪ Review client financial information and supporting documentation to understand lending readiness and funding gaps.▪ Guide clients through the lending process from initial assessment through funding.▪ Maintain ongoing communication with clients regarding status updates, documentation requests, and lender feedback.▪ Educate clients on financing options, lending requirements, and funding expectations.▪ Build and maintain relationships with banks, alternative lenders, factoring companies, equipment finance partners, SBA lenders, and other funding sources.▪ Match clients with lending partners based on industry, financial profile, and funding objectives.▪ Maintain a working knowledge of lending products, underwriting requirements, and market trends.▪ Coordinate lender