Advisory
Account Manager / Broker
Guide U.S. business owners through financing decisions, from the first consultation through funding and beyond.
Who you are
- Experienced in U.S. business financing, lending or merchant cash advance
- Comfortable advising owners on sensitive financial decisions
- Structured, composed under pressure, ethical
What you’ll do
- Manage a portfolio of business clients through funding and after
- Analyze financial profiles and match the right funding structure
- Work with lenders and keep compliance and documentation precise