Business Credit Funding Specialist

Daily Responsibilities:
1. New Client Intake
Review submitted intake form.

Organize client profile & funding strategy.

Set initial onboarding call (if needed).

2. Funding Sequence Management
Help client open specific business bank accounts as required.

Guide client in collecting any final supporting documents (utility bill, EIN letter, etc.).

Introduce client to relevant bankers (from internal contact list).

Schedule banker calls and send reminders via GHL.

3. Client Support
Respond to client questions via Slack, phone, or email.

Keep CRM notes updated after every call or update.

Maintain ongoing task reminders for client action steps.

4. Payment & Invoice Tracking
Confirm client received funds.

Send final invoice via GHL or Stripe.

Confirm payment received.

Tag “Funded & Paid” in CRM.