Job Description
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
ESSENTIAL DUTIES and RESPONSIBILTIES
▪ Assess client funding needs and identify appropriate financing solutions.
▪ Review client financial information and supporting documentation to understand lending readiness
and funding gaps.
▪ Guide clients through the lending process from initial assessment through funding.
▪ Maintain ongoing communication with clients regarding status updates, documentation requests,
and lender feedback.
▪ Educate clients on financing options, lending requirements, and funding
expectations.
▪ Build and maintain relationships with banks, alternative lenders, factoring companies, equipment
finance partners, SBA lenders, and other funding sources.
▪ Match clients with lending partners based on industry, financial profile, and funding
objectives.
▪ Maintain a working knowledge of lending products, underwriting requirements, and market
trends.
▪ Coordinate lender introductions and facilitate communication between clients and funding
partners.
▪ Work closely with consulting teams, project directors, analysts, and leadership to align lending
strategies with client objectives.
▪ Provide updates on funding activity, pipeline status, and lending outcomes.
▪ Support client strategy discussions related to liquidity, cash flow, growth, and capital
needs.
▪ Key Areas of Focus include
• Working Capital Financing
• Lines of Credit
• SBA Lending
• Equipment Financing or Asset Based Lending
• Accounts Receivable Financing / Factoring
• Growth & Expansion Funding
• Cash Flow Support
• Debt Restructuring & Refinancing
▪ Participate in departmental training as specified by Assistant Director.
▪ Other work duties consistent with the role as directed by leadership.
QUALIFICATIONS
▪ 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
preferred.
▪ Knowledge of underwriting concepts and lending structures.
▪ Strong mastery of financial statement interpretation (P&L, Balance Sheet, Cash
Flow).
▪ 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.
