Funding Consultant

Integrity First Funding

United States

Remote

USD 106,000 - 163,000

Full time

2 days ago

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Benefits offered by this job

Flexible remote work in US hours

W-2 conversion after 6 months

MBA-level finance & consulting

Leadership track in under 2 years

Company retreats

Job summary

Integrity First Funding is seeking a professional consulting role that owns the client’s success and guides 40-60 clients through credit repair, optimization, and funding with partner banks.

The role emphasizes accountability, deep care for outcomes, and clear communication, while building long-term client relationships. Requires Bachelor’s in business/finance and 2+ years of client-facing finance experience. Remote with travel up to 4 times/year.

Qualifications

Bachelor’s degree in business administration or finance.
2+ years of experience in business funding consulting, credit stacking, corporate banking, consulting, private equity, or another role with client-facing responsibility in a fast-paced environment.
Familiarity with credit, lending, or financing processes; understanding of a P&L.

Responsibilities

Own the client journey: Guide 40-60 clients at a time through credit repair, credit optimization, and the funding process with our partner banks.
Ensure accountability: Keep clients on track with strong accountability, deep care for their results, and your charm.
Cut through fog: Understand your clients and their businesses better than they do; anticipate bottlenecks and guide them with structured checks.
Build outstanding partnerships: Develop long-term client relationships rooted in expertise, trust, and clear communication.
Become a thought leader: Be a trusted advisor respected by clients for finance and growing businesses.

Skills

Client-facing

Credit knowledge

Lending processes

Financial analysis

Education

Bachelor’s degree in business/finance

Tools

Google Workspace

Excel

Zoom

Slack

ChatGPT

Job description

We aim to eliminate the lack of capital as a barrier to business growth. We make a significant impact on small business owners and founders by funding their businesses, transforming their lives and the countless lives in the communities surrounding these businesses.

Our vision is to build a consulting firm-style company that delivers expertise at eye level with C-Level executives and business owner clients.

Tasks

The Role

This is not a “customer support” role. This is a professional consulting role that has full ownership of their client's success. You will:

Own the client journey: Guide 40-60 clients at a time through credit repair, credit optimization, and the funding process with our partner banks.
Ensure accountability: Keep clients on track with strong accountability, deep care for their results, and of course your charm.
Cut through fog: Understand your clients and their businesses better than they do. Anticipate bottlenecks, address the missing crucial details, and guide them with structured checks and radical candor while not sacrificing their happiness.
Build outstanding partnerships: Develop long-term client relationships rooted in outstanding expertise, trust, authentic care, and clear communication.
Become a thought leader: Become a trusted advisor respected by your clients because you are a real nerd for everything finance, credit, and growing businesses.

Tools: Google Workspace, Excel, Zoom, Slack, ChatGPT

What Success Looks Like

10+ Clients fulfilled and their success fees collected per month
95%+ of your clients hit their funding milestone within projected timelines.
Trustpilot rating 4.5+ and 10% referral rate for your clients.

Why You Shouldn’t Apply

You want a cushy, comfortable client-support job to pay your bills.
You are the kind of person who is constantly overwhelmed with life.
You are a company jumper who switches jobs at the first feedback.
You need the rigid, pre-built systems of a big company to feel safe.
You need an office with on-site management to keep you productive and accountable.
You can’t have hard conversations with clients in a respectful, caring way.
You don’t enjoy integrating yourself into a team and contributing to a company’s culture.

Requirements

Preferred Backgrounds:

At least a Bachelor’s degree - preferably in business administration or finance
2+ years of experience in business funding consulting, credit stacking, corporate banking, consulting, private equity, or another role with client-facing responsibility in a fast-paced environment
Familiarity with credit, lending, or financing processes preferred - bare minimum is understanding of a P&L.

Important values that you share with us:

Ownership: Take full responsibility, proactively, always.
Integrity: Do the right thing, no matter what.
Perseverance: Raise the standard - especially when it gets hard.
Innovation: Adapt and grow to become smarter, happier, and more successful.
Humility: Care about growth and your team more than about being right.

If these don’t describe you, this won’t be a fit. Please do not apply - you will waste your time!

Availability:

40-50 hours work week from Monday to Friday, US work hours, remote, availability to travel up to 4 times per year for one week.

Language:

English - native or close to native. No strong foreign accent.

Compensation:

We pay in line with our target industries consulting and finance, while offering tremendous flexibility and much better work-life balance thanks to a 40-50 hour work week. In return we expect the highest standards for the work and full devotion during those hours.

On-Target Earnings with variable tied to # Clients Fulfilled and # Referrals:Good Performer: $106,000 (achievable after 6 months)High Performer: $163,000 (achievable from the 2nd year onwards for top performers)

Other Benefits: