Business Funding Specialist

Funding Specialist – Business Financing

DNVR Group
Remote | Full-Time | Performance-Based Compensation | Career Growth Opportunity

Help Business Owners Access the Capital They Need

DNVR Group is seeking motivated, organized, and driven professionals to join our growing team as Funding Specialists.

If you enjoy building relationships, communicating with business owners, and helping clients take the next step toward achieving their goals, this opportunity offers a rewarding career path in the business financing industry.

As a Funding Specialist, you'll play a critical role in the funding process by serving as the first point of contact for business owners seeking financing solutions. You'll guide merchants through the application process, maintain consistent communication, and set the stage for successful funding outcomes.

This is an excellent opportunity for individuals with experience in financial services, business financing, B2B sales, telemarketing, or customer-facing roles who thrive in a fast-paced, performance-driven environment.

Why Join DNVR Group?

• Fully remote work opportunity

• Professional growth and advancement opportunities

• Performance-based earning potential

• Work directly with business owners across various industries

• Collaborative and supportive team environment

• Structured sales and funding processes designed for success

• Opportunity to develop valuable business financing and sales skills

• Work with an established network of funders and lenders

About the Role

The Funding Specialist is responsible for contacting business owners who have expressed interest in financing, pre-qualifying their needs, assisting them through the application process, and coordinating a seamless handoff to the Funding Manager.

You'll manage a high volume of outbound communications while maintaining exceptional organization and professionalism. Success in this role comes from strong follow-up skills, attention to detail, and the ability to build trust with prospective clients.

What You'll Do

Client Outreach & Relationship Building

• Contact new leads promptly through phone, text, and email.

• Build rapport with business owners and identify their financing needs.

• Deliver a professional and positive client experience throughout the qualification process.

Qualification & Application Management

• Pre-qualify businesses based on revenue, time in business, industry, requested funding amount, use of funds, and existing funding obligations.

• Explain the funding application process and required documentation.

• Verify successful delivery of application links and supporting materials.

• Follow up consistently until completed application packages are received.

Documentation & CRM Management

• Accurately document all client interactions within the company CRM.

• Apply appropriate CRM tags and maintain accurate opportunity stages.

• Review application packages for completeness and document quality.

• Identify missing, outdated, or unreadable supporting documents.

• Prepare internal deal summaries for handoff.

Warm Handoff Coordination

• Conduct live or scheduled warm handoffs with Funding Managers.

• Ensure all necessary information is provided for a seamless transition.

• Maintain accurate follow-up tasks and next-action dates for every opportunity.

Performance & Activity Management

• Meet daily activity and application targets.

• Maintain high levels of organization and pipeline management.

• Consistently follow company scripts, workflows, and standard operating procedures.

What This Position Does Not Handle

Funding Specialists are not responsible for:

• Selecting or submitting files to lenders

• Negotiating approvals or funding terms

• Presenting funding offers

• Coordinating contracts or funding calls

• Making approval or funding guarantees

• Managing underwriting or closing activities

These responsibilities are handled by our Funding Managers.

Performance Expectations

Success in this role is measured by:

• Speed to lead

• Outbound call activity

• Contact and qualified-lead rates

• Applications sent and completed

• Complete-file rate

• CRM accuracy

• Warm handoff speed and quality

• Funded revenue generated from assigned opportunities

What We're Looking For

Core Qualifications

• Strong phone presence and professional communication skills.

• Comfortable making a high volume of outbound calls.

• Excellent organizational and follow-up abilities.

• Ability to work independently in a remote environment.

• Strong attention to detail and process management skills.

• Reliable computer, internet connection, and quiet workspace.

• Availability during assigned U.S. business hours.

Preferred Qualifications

• Experience with GoHighLevel or similar CRM platforms.

• Experience in merchant cash advance (MCA), business financing, financial services, telemarketing, or B2B sales.

• Previous client-facing or consultative sales experience is a plus.

Successful Candidates Often Demonstrate

• Persistence and professionalism.

• Coachability and a willingness to learn.

• Strong work ethic and accountability.

• Competitive and goal-oriented mindset.

• Excellent time-management skills.

• Consistent follow-through and attention to detail.

• Ability to thrive in a structured, process-driven environment.

Ideal Candidate

The ideal Funding Specialist is dependable, coachable, and highly organized. You understand that successful client relationships are built through consistent communication and follow-up. You take ownership of your pipeline, maintain accurate records, and are committed to delivering an exceptional experience for every business owner you serve.

Compensation

This position offers performance-based compensation tied to successfully funded transactions.

The complete commission structure, performance expectations, and payment schedule will be discussed during the interview process.

About DNVR Group

DNVR Group helps business owners secure working capital through an extensive network of funders and lenders. Our financing solutions include merchant cash advances, term financing, equipment financing, consolidations, reverse consolidations, and other business funding options designed to support business growth and success.

We are committed to providing outstanding client experiences while creating rewarding career opportunities for our team members.

Apply Today

If you're looking for an opportunity to grow your career in business financing, work with entrepreneurs nationwide, and develop valuable professional skills in a fast-growing industry, we'd love to hear from you.

Apply today and join the DNVR Group team!