Business Funding & Lending Manager

Requirements

• ▪ 5-7+ years of experience in commercial lending, business banking, financial consulting,
• brokerage, underwriting support, or related financial services roles.
• ▪ Experience working directly with business owners, lenders, and client-facing financial
• environments preferred.
• ▪ Experience supporting multiple industries and varying business sizes strongly
• ▪ Knowledge of underwriting concepts and lending structures.
• ▪ Strong mastery of financial statement interpretation (P&L, Balance Sheet, Cash
• ▪ Proven ability to communicate insights to executive-level stakeholders.
• ▪ Advanced Proficiency in Excel/Sheets (pivot tables, formulas, lookups).
• ▪ Strong written and verbal communication skills.
• ▪ Ability to work in a client-facing environment under supervision.

Additional Information

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

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