Strategic Partner Success Manager (Remote)

BriteCap Financial LLC; Voorhees Township (NJ); A distancia; USD 50.000 - 60.000; Jornada completa

Descripción de la vacante

BriteCap Financial LLC is seeking a Strategic Account Manager to support processing of partner transactions, ensuring accuracy, compliance, and timely documentation. The role emphasizes organized, detail-oriented work with strong communication in a fast-paced environment.

The candidate will manage relationship with Strategic Partners, input data, prepare loan renewals, and collaborate with Sales, Underwriting and Operations to optimize efficiency and reporting.

Formación

• High School Diploma or equivalent required; Bachelor's degree preferred.
• Experience in Sales or Operations in Small Business Finance with Working Capital Loans is beneficial.

Responsabilidades

• Process transactions originated by Strategic Partners from Application Submission through Funding.
• Develop and maintain relationships with Strategic Partners.
• Input transaction data into systems and verify necessary forms are complete.
• Serve as point of contact for Partners and provide status updates.
• Prepare loan renewal documentation according to policies.
• Maintain detailed records of all Partner transactions for auditing.
• Monitor internal systems and update statuses for accurate reporting.
• Collaborate with Sales, Underwriting and Operations to resolve issues.
• Assist Partners in resolving transaction issues and suggest improvements.

Conocimientos

Attention to detail

Communication

Multitasking

Problem solving

Team collaboration

Educación

High School Diploma

Bachelor's degree preferred

Herramientas

CRM

Excel

Microsoft Office

Descripción del empleo

BriteCap Financial LLC is seeking a Strategic Account Manager to support processing of partner transactions, ensuring accuracy, compliance, and timely documentation. The role emphasizes organized, detail-oriented work with strong communication in a fast-paced environment.

The candidate will manage relationship with Strategic Partners, input data, prepare loan renewals, and collaborate with Sales, Underwriting and Operations to optimize efficiency and reporting.