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Broker

Brokered working capital for business owners, including merchant cash advance and fintech lending products. Submitted funding applications and supporting documents to lenders and followed deals through to funding. Built and managed a pipeline of business owner clients

Funding Specialist

Called business owners to learn their funding needs and matched them with the financing product that best fit their business. Managed the full sales cycle, from prospecting and qualification through negotiation and closing. Collected, reviewed, and verified applications and supporting documents to prepare complete funding files. Handled objections and built lasting relationships with clients to support retention and repeat business

Account Executive

Contacted brokers to promote an asset-based loan program for their clients. Underwrote and processed submitted files and documents through to approval

Founder and ISO Broker

Ran a business funding brokerage that placed clients with working capital, charge card, and fintech lending products. Helped business owners build business credit profiles to qualify for better funding terms. Handled each client from reviewing their situation and matching the right product through submission and follow-up

Sales Representative

Helped business owners obtain business funding through outbound sales and client consultation

Rideshare Driver

Limousine Driver and Dispatcher

Transported passengers safely and on time. Handled dispatching. Brought in new clients through direct sales