Business Funding Advisor

Cooperidge Consulting Firm is seeking a motivated and client-focused Business Funding Advisor to guide business owners through the funding process. Advisors conduct consultations, assess funding readiness, educate clients on funding strategies, and help develop customized capital plans that align with each client's business goals.

This is a consultative role focused on building trust, delivering value, and helping clients make informed financial decisions.

Responsibilities

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

What We're Looking For

Coachable and growth-oriented

High integrity and professionalism

Strong work ethic

Entrepreneurial mindset

Passion for helping small business owners succeed