Funding Account Executive - Business Loans

At Capital Gurus, we're not just a premier capital solutions provider; we're a close-knit community of dedicated professionals who share a passion for helping businesses grow and thrive. Our journey began in 2022, and since then, we've earned the trust of businesses across various industries. We believe that success is not only about financial solutions but also about fostering a dynamic and inclusive office culture where our team can flourish.

As an Account Executive at Capital Gurus, you'll play a pivotal role in maintaining the strong relationships we've built with our clients. You'll dive deep into their businesses, understanding their unique needs, and providing them with personalized lending solutions. Collaboration is at the heart of our culture, and you'll work closely with our team of financial experts to strategize and execute plans that empower our clients to reach their goal.

We offer you:

• State-of-the-art office is designed to foster creativity and productivity, with modern amenities and technology to support our team's success

• World-class training programs and professional development opportunities

• Competitive pay structure, with base salary and performance-based incentives

• Proprietary lead software to generate pre-approved leads, with an average deal size in the 150K range

What you need:

• Knowledge of finance, accounting, and lending principles, including credit analysis and risk management

• Experience in sales or account management, preferably in the financial industry.

• Ability to work independently and as part of a team, collaborating with colleagues from different departments to achieve shared goals.

• A customer-focused mindset, with a passion for delivering excellent service and support to clients.

• Strong analytical and problem-solving skills to understand clients' financial needs and develop customized lending solutions

What you will do:

• Reach out to potential clients via phone to introduce the company's lending solutions.

• Identify and qualify potential clients, assessing their business needs, financial situation, and creditworthiness.

• Educate clients about the company's lending solutions, including the terms, rates, and repayment options available.

• Utilize CRM software and other tools to manage client interactions and track sales performance. Continuously identify new opportunities for business growth and expansion.

We take pride in our company culture, built on a foundation of collaboration, innovation, and integrity. We are committed to fostering diversity, equity, and inclusion in our workplace, and we value each team member's unique perspectives and experiences. If you're a self-motivated, results-driven individual with a passion for helping businesses succeed, we'd love to hear from you.