Funding Specialist

About BoeFly:

BoeFly is a leading financial technology company that delivers innovative online tools and solutions to accelerate businesses forward. Since 2010, BoeFly has fueled small business and franchise growth by vetting franchise candidates for our partnered brands and then matching those qualified candidates with a lender who can fund their business loan. Having served 600+ unique franchise brands, we know the ins and outs of the franchise space. BoeFly is a widely recognized and celebrated leader in the franchise industry, working with popular brands such as Checkers/Rally's, Smoothie King, Dunkin’ Donuts, Tropical Smoothie Café, and many more. BoeFly is a wholly owned subsidiary of ConnectOne Bank (NASDAQ: CNOB).

If you’re passionate about making a meaningful impact on small businesses and enjoy working in a dynamic, tech-driven environment, BoeFly is the place for you.

About the Funding Specialist Role:

As a Funding Specialist at BoeFly, you will play a critical role in empowering small business owners to achieve their entrepreneurial dreams. You’ll guide clients through the entire loan process—from gathering initial documentation to securing funding—while collaborating with lenders to identify and negotiate the best financing solutions tailored to their needs. This role

combines analytical expertise, relationship-building, and problem-solving to make a meaningful impact on the success of small businesses.

In this dynamic position, you’ll work directly with business owners to evaluate financing options, ensure compliance with lender requirements, and navigate challenges to deliver seamless funding experiences. It’s a unique opportunity to sharpen your financial skills while contributing to the growth of businesses nationwide in a supportive and innovative team environment.

We are looking for a candidate who is highly organized, resourceful, and customer-oriented, with a passion for building strong relationships and solving problems. The ideal individual thrives in a collaborative environment, maintains a positive attitude with clients, and is committed to providing exceptional service at every stage.

Responsibilities of the Funding Specialist:

• Ownership of the entire loan process for clients, guiding borrowers from the initial introduction through to loan closing, while proactively addressing any challenges to ensure a smooth and successful experience.
• Collect and evaluate loan documentation to ensure accuracy and compliance while tailoring solutions to meet client needs.
• Conduct credit analysis and educate clients on loan products and lending processes, tailoring solutions to meet their needs.
• Act as the primary intermediary between clients and lenders, negotiating and securing optimal financing opportunities.
• Cultivate strong connections with clients, lenders, and partners to foster trust and long-term collaboration.
• Maintain accurate and confidential account records.
• Work closely with internal teams and external partners to refine processes and deliver exceptional service to clients.

Requirements

Skills/Qualifications:

• Bachelor’s degree in Finance, Business Administration, or related field (preferred) or equivalent professional experience.
• 1–2 years of experience in SBA lending, banking, equipment leasing, merchant cash advances, or similar industries.
• Strong analytical skills with expertise in reviewing financial statements, cash flow analysis, and industry trends.
• Experienced with computer systems, including Microsoft Excel and CRM tools.
• Exceptional communication skills—both verbal and written—with a client-first mindset.
• Ability to communicate effectively verbally and in writing.
• Ability to solve complex problems and develop creative solutions
• Detail-oriented and highly organized, capable of managing multiple priorities simultaneously

Benefits:

• World-class health, vision, and dental benefits on day one
• Paid Time Off
• 401k with employer match
• Employee assistance programs (EAP)
• Wellness programs (preventive care, health programs and services discounts, etc.)
• Tuition reimbursement

Compensation details: 60000-70000 Yearly Salary

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