Funding Specialist

A dynamic, innovative and inspiring company providing fintech solutions across multiple sectors is looking for a Funding Specialist. The ideal candidate must be proactive, well organized, mature and driven to succeed in a fast-paced sales environment.

DUTIES AND RESPONSIBILITIES

• Ensure all inputs and activities are focused on achievement of sales targets and KPI’s.
• Establishes new accounts by planning and organizing daily work schedule to call on existing or potential clients in line with the Employer’s expectations.
• Services existing account by ensuring we remain in contact and retain relationship to acquire referrals or new business.
• All sales activity and actions will be in line with the Employer’s expectation.
• Compile and submit deals with relevant and required documentation in line with the Employer’s requirements.
• Adherence to underwriting, compliance, and risk procedures.
• Keeps management informed by submitting activity and results reports, such as CRM feedback, weekly pipeline/opportunity and application feedback. The reporting will be daily/weekly/ monthly as per requirements by the Employer’s management.
• Ensure self-made appointments and ratios are in line with the Employer’s expectation.
• Ensure overall appointments and ratios are in line with the Employer’s expectations.
• Ensure applications volumes are in line with the Employer’s expectations.
• Feedback with regards to competition by gathering current marketplace information on pricing, products, new products, when engagement with potential clients.
• Resolves customer complaints by investigating and suggesting/ solutions.
• Maintains professional and technical knowledge; reviewing professional publications; establishing personal networks.
• Contributes to team effort by accomplishing related results as needed.
• Ensure availability for ad hoc requirements from time to time, which include reporting, mystery shops, trade shows, workshops etc.

REQUIREMENTS

• 5 years + Sales experience (with a minimum of 3 years field sales experience)
• Merchant Cash Advance (MCA) product knowledge and sales experience advantageous
• Matric / Grade 12 qualification
• Must have a valid driver’s license, and a reliable vehicle

Skills & Competencies:

• Good Product knowledge
• Good presentation skills
• Knowledge of how to retail good client relationships
• Good prospecting skills
• Able to close deals