Partner Relationship Representative
About The Position
Headquartered in San Diego, Mulligan Funding serves as a leading provider of working capital (Up to $5M) to the small and medium-sized businesses that fuel our country. Since 2008, we have prided ourselves on our collaborative, innovative, and customer-focused approach. Enjoying a period of unprecedented growth, driven by the combination of cutting-edge technology, human touch, and unwavering integrity, we are looking to add to our people first culture, with highly motivated and results-oriented professionals, to push the limits of whatâs possible while creating value for all of our partners. At Mulligan Funding, we're a team of innovative and customer-focused individuals who collaborate to fuel small and medium-sized businesses. Based in San Diego, our team is looking for an organized, detail-oriented administrative professional as a Partner Relationship Representative. In this role, you'll be the backbone of our Partner Channel team, ensuring smooth operations and paving the way for future success. It's a fast-paced environment where your administrative skills, ability to multitask, and focus will empower our team to excel in relationship-building and sales.
Requirements
- Some work experience within the financial services sector.
- CRM proficiency, preferably with Salesforce experience.
- Intermediate to advanced skills in Microsoft Word and Excel.
- A passion for and experience in operations.
- Eagerness to advance professionally within a sales team.
- Exceptional multitasking and quick-thinking abilities.
- Stellar communication skills, both in-person and via phone or email.
- Impeccable organizational skills and a keen eye for detail.
- Self-driven, motivated, and goal-oriented mindset.
- A positive, can-do attitude that fosters success.
Responsibilities
- Streamline and enhance team processes, ensuring smooth operations and efficient support for successful deal closures.
- Empower and inspire our Partner Channel team and partners to maximize deal volume and quality.
- Handle internal and partner reporting with precision and accuracy.
- Collaborate seamlessly with underwriting to maintain a well-coordinated workflow.
- Expertly manage our CRM, facilitating efficient progress for all opportunities.
- Be responsible for quality control of documents and stipulations.
- Call ISO Partners as needed and serve as a backup to our Partner Relationship Executives.
- Support, motivate and educate our ISO Partners to optimize deal volume and quality.
- Uphold the highest standards in document and stipulation quality control.
Benefits
- Comprehensive medical, vision and dental benefits that give you peace of mind.
- Flexible Spending Accounts (FSA) that let you use pre-tax dollars to cover healthcare expenses.
- A fantastic 401K with matching contributions that helps you plan for retirement and build wealth over time.
- Generous sick, vacation, and holiday benefits that give you the time and flexibility you need to enjoy life.
- A gym membership contribution that supports your well-being, and helps you stay energized and focused.
- An internal referral program that rewards you for bringing talented people to the team.
- Company events that foster a positive and inclusive culture, and create opportunities to bond and grow with your colleagues.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
