BUSINESS & PERSONAL FUNDING SPECIALIST (REMOTE)Video Introduction Required

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TYPE OF WORK

Any

WAGE / SALARY

N/A

HOURS PER WEEK

TBD

DATE UPDATED

Jun 15, 2026

JOB OVERVIEW

TruPeak Connections is seeking an experienced Funding Specialist who understands how to position clients for funding success.

We are looking for someone who already has experience helping clients obtain business funding, personal funding, credit cards, lines of credit, and other financing solutions.

This is a contractor opportunity with the potential to grow into a long-term role.

Requirements:

• Experience with business funding and personal funding
• Ability to analyze funding opportunities based on client profiles
• Understanding of lender requirements and approval factors
• Experience reviewing business structures and funding readiness
• Knowledge of credit-based funding strategies
• Strong communication skills
• Willingness to learn and follow TruPeak Connections systems and processes through our Skool training platform

Responsibilities:

• Review client profiles and determine funding readiness
• Recommend appropriate funding solutions
• Assist with funding strategy and application preparation
• Communicate with management regarding client progress
• Help identify opportunities to improve approval odds
• Guide clients through the funding process when necessary

Compensation:

Compensation will begin on a performance-based structure tied to qualified clients and funded opportunities.

This allows both parties to build trust while demonstrating skills and results.

Exceptional performers may be offered expanded opportunities and long-term employment with TruPeak Connections.

When Applying:

Please answer the following:

1. How many years of funding experience do you have?
2. What types of funding have you successfully helped clients obtain?
3. Describe the largest funding approval you have helped secure.
4. Walk us through your funding process from beginning to end.
5. What factors do you review before recommending a funding strategy?
6. Why should we choose you over other applicants?

Video Introduction Required

Please submit a 2-3 minute video introducing yourself and explaining your experience.
Please provide specific examples whenever possible.

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