Virtual Assistant - Funding Manager - Remote

Overview

We Clone You is a leading virtual assistant company that specializes in providing virtual assistance to businesses of all sizes. We are currently looking for a Virtual Assistant with expertise as a funding manager to join our client's team.

In Short

• Develop strategic plans for submitting credit applications, identifying optimal banks and lenders.
• Assist clients via Zoom calls during application submissions, ensuring they understand the process and pivot strategies based on approvals or denials.
• Navigate credit dynamics and provide expert guidance to achieve successful funding.
• Own client fulfillment in a complex industry, handling distressed, reactive, or emotional clients professionally.
• Communicate effectively with business bankers, fostering strong relationships to support client applications.
• Manage end-to-end client credit application processes, ensuring efficiency and accuracy.
• Track all applications, approvals, and related data in Google Sheets.
• Intuitively analyze credit products and make strategic decisions to maximize funding opportunities for clients.
• Adapt quickly to changing circumstances and guide clients toward alternative solutions when necessary.

Requirements

• Experience in funding management or related field.
• Strong communication skills.
• Ability to work with distressed clients.
• Proficiency in Google Sheets.
• Strategic thinking and problem-solving skills.

Benefits

• Flexible working hours.
• Opportunity to work remotely.
• Supportive team environment.