Manage full-cycle sales for small-business financing, from initial borrower contact through loan closing. Responsibilities include contacting merchants, assessing financing needs, analyzing business plans and financial data, explaining capital options, calculating ROI, negotiating funding terms, and making 60–100 daily calls to convert warm leads into clients.

Sell small-business financing by contacting merchants, analyzing business plans and financial data, conducting needs assessments, presenting funding alternatives, negotiating terms, and managing the full loan process through closing. The role involves 60–100 daily calls, converting warm leads, supporting customers who are ineligible for business financing, and developing repeat clients.