Job Description
Job Description A fast-growing private credit and alternative lending firm based in NYC is looking for a professional and passionate Funding Account Manager with a knowledge preferably in the financial services or private lending space. This role is ideal for someone who can is can take ownership of the funding process — managing relationships, ensuring disbursements are executed without delays, and resolving any payment blockers with confidence and urgency.
Responsibilities:
Own funding calls with borrowers, merchants, and business clients—ensuring they fulfill payment commitments and move swiftly through the funding pipeline.
Manage and grow relationships with active and warm leads, staying persistent, professional, and persuasive at every touchpoint.
Handle full account management for assigned leads—ensuring accounts stay funded, engaged, and responsive.
Troubleshoot and resolve payment delays and any last-mile issues that may arise using both finesse and firmness.
Manage warm accounts and maintain strong, ongoing communication with all parties
Build trust and accountability with borrowers, ensuring all requirements are met
Work closely with underwriting and internal teams to keep deals moving forward efficiently
Maintain detailed records and provide updates on funding progress and client status.
Other duties as assigned
Qualifications:
~3–5 years in client-focused roles within finance, with a strong emphasis on human communication, relationship management, and problem-solving
~ A strong, confident communicator — especially over the phone
~ A natural closer with a strong command of funding processes and financial conversations.
~ Deep understanding of funding operations and borrower expectations
~ Unafraid to push borrowers toward payment with confidence and clarity—professional but persistent.
~ Doesn’t need hand-holding—takes initiative, follows up aggressively, and communicates effectively.
~ High level of professionalism and follow-through
~ Strong organizational skills and attention to detail
~ Ability to manage multiple accounts simultaneously with a calm, proactive approach
~ Comfortable working onsite with a high-output team
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