Funding Account Executive- Business Loans



Sales & Business Development
Islandia, NY, USA
Posted on Tuesday, April 2, 2024

This is a crucial role responsible for managing the sales process from start to close. If you enjoy inside sales or thrive in the financial services industry, this could be the opportunity you are looking for. Successful Account Executives are effective in conducting business over the phone with a strong ability to convert warm leads into repeat clients.

***Account Executives earn a minimum of $150,000 First year OTE***

***Strong consideration given to candidates with current Small Business Lending Experience***

What you will own:

  • Understanding of capital loan requirements

  • Analyze business plans

  • The ability to perform a thorough need-analysis with borrowers

  • Create ROI of various capital options

  • Suggest and negotiate terms of funding deals

  • Oversee the entire loan process from initial customer contact to closing of loan

  • Place 60-100 calls daily to warm leads

What you'll need to be successful:

  • Previous inside sales, B2B sales, Banking, Lending or Financial background preferred

  • Ability to analyze and comprehend complex financial data and provide financial alternatives Proven ability to learn quickly, be coachable, and close deals

  • Self-motivated and highly organized

  • Ability to communicate clearly and effectively, both verbally and in writing

  • Degree preferred but not required (Finance or Business degree is a plus)

Pay Range:

$150,000 to $250,000 OTE


  • Be part of a high-performing, collaborative team, and have fun at work each day

  • Competitive pay

  • A full suite of traditional benefits

  • Untracked PTO (Paid Time-off)

  • 401(k) with company match

  • Company-contributed HSA

  • Onsite gym and standing desks

  • Wellness program

  • Discounted cellular plans

  • Company-contributed travel benefit

Get to know Lendio:

Lendio is the nation’s leading small business financial solutions provider, with a mission to help small businesses survive and thrive. With its diverse network of lenders, Lendio enables small business owners to apply for multiple business financing options with a single application. In addition to creating access to small business capital, Lendio offers time-saving financial SaaS products that are designed to streamline business operations.

Lendio is a mission-driven organization striving to provide equal access to capital to underserved communities and America’s smallest businesses. For every new marketplace loan Lendio facilitates, Lendio Gives—an employee-contribution and employer-matching fund, in partnership with KIVA–provides a microloan to low-income entrepreneurs around the world, continuously re-investing the fund.

Lendio is an equal opportunity employer committed to diversity and inclusion. We welcome anyone who wants to help small businesses survive and thrive and aligns with our core values, regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity, veteran status, or other applicable legally protected characteristics. If you have a disability or special need that requires accommodation, please let us know.