Managing a portfolio of accounts to achieve long-term success. Developing positive relationships and handling customers' needs. Generating new sales using existing and potential customer networks.

Advance Financial offers a wide range of flexible finance and funding options. Best of all, we get you funded – without the confusion and red tape associated with traditional bank financing

At Flex Business Capital, we are North America's premier funding source. Whether you need a merchant cash advance, asset based lending, purchase order funding, or other capital options, we can help. We pride ourselves on improving the lives of business owners across the United States and Canada.

Responsibilities• Performed 125 outbound/inbound calls to find new potential borrowers• Consistently connected with current customers to strengthen existing relationships• Promoted loan terms and represented the company at off-site broker relationship meetings.• Maintained records of all lead activity within SalesForce.• Achieved daily, weekly and monthly goals.• Team player, individual company fit was a point of emphasis..Accomplishments• Generated at least 1 new package of financial statements for underwriting's review per business day. Including (Application, Bank Statements and Tax Return)• For every 5 loan documents submitted 1 was established a relationship or obtain capital.• $4.8M in loans during 2014 and $4.9M in 2015Skills UsedUsed SalesForce efficiently, maintained a high level of organizational ability forMicrosoft Outlook, Aspire and Portals for other capital companies