Business Funding Advisor

Consulting Firm

Business Funding Advisor at Cooperidge Consulting Firm conducting consultations and developing customized funding strategies for business owners. Focused on client education and industry trends.

Posted 7/6/2026contractRemote • 🇺🇸 United StatesMid-LevelSeniorWebsite

About the role

Key responsibilities & impact

Conduct virtual consultations with business owners
Review business and financial profiles to assess funding readiness
Educate clients on business funding, credit positioning, and lending best practices
Develop customized funding strategies based on each client's goals
Guide clients through the funding application process from start to finish
Maintain accurate client records within the CRM
Collaborate with setters, closers, and leadership to ensure a seamless client experience
Stay current on funding products, lender requirements, and industry trends

Requirements

What you’ll need

Excellent communication and relationship-building skills
Strong problem-solving and consultative mindset
Comfortable conducting video and phone consultations
Ability to explain financial concepts in a simple, professional manner
Self-motivated with strong organizational skills
Sales, financial services, lending, or business consulting experience preferred (not required)
Business funding or lending
Business credit
Financial consulting
B2B sales

Benefits

Comp & perks

Competitive base and/or commission structure (depending on experience)
Performance incentives
Professional development and ongoing training
Opportunity for advancement within a rapidly growing advisory firm

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

Business CreditFunding Application ProcessFinancial Profile AssessmentCustomized Funding StrategiesLending Best Practices

Soft Skills

Excellent CommunicationRelationship-BuildingOrganizational SkillsSelf-MotivatedConsultative Mindset