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Careers San Diego Funding Advisor

 

Formula Funding provides the small American business owner with a game changing lending alternative to big banks and the SBA.  The funding we provide keeps small businesses ticking, adds honest jobs, and helps fuel the American dream.  The demand for this lending platform is widespread and we are growing at a pace to stay in step with demand.

Our service is our brand so we are only as good as our employees.  If you’re a self starter, have a passion for service, and want to be part of something that is truly making a difference, we have an opportunity for you!

We are hiring in the following sectors:

  • Pre-Qualification Specialist (San Diego, CA) #306

    This position is responsible for processing and organizing new account submissions from new applicants from all sales channels.  This role requires group coordination with both the Operations and Business Development departments assuring a seamless submission process.  Once underwriting terms are generated the Pre-Qual specialists’ role will entail collecting and processing final pre-funding documents and executing final validations ensuring the quality and integrity of the applicants file.
    • 2+ years in loan or financial processing required
    • Proficient using CRM managements systems, Data collection portals, and MS Word/Excel/Outlook
    • Full time position M-F 8hrs/day
    • Full Benefits and compensation package with performance incentives
    • 3 references required
    • MUST be customer centric with an ability to provide unparalleled service
    To apply send resume and cover letter to careers@formulafunding.com and reference the job title and number in the subject line.
  • Funding Advisor (San Diego, CA) #201

    As a Funding Advisor SERVICE is your prime directive.  This position requires direct communication with new applicants from a wide variety of marketing channels.  Funding Advisors will walk new prospects through the small business loan process from begin to end providing a single source contact approach through the sales cycle.   Excellent communication and customer service skills are expected.  Funding Advisors work in teams of five within the Business Development team and will coordinate their efforts with both the Operations and Marketing departments.
    • 3+ years in business development, financial sales, or mortgage based sales required
    • Bachelors BA/BS degree required
    • Proficient using CRM managements systems, Data collection portals, and MS Word/Excel/Outlook
    • Full time position M-F 8hrs/day
    • Full Benefits and compensation package with performance incentives
    • 3 references required
    • MUST be customer centric with an ability to provide unparalleled service
    To apply send resume and cover letter to careers@formulafunding.com and reference the job title and number in the subject line.

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