Provide

Small Business Finance Specialist


Pay$54400.00 - $111500.00 / year
LocationSan Jose/California
Employment typeFull-Time
  • Job Description

      Req#: R64651
      Employer Industry: Financial Services for Healthcare Providers

      Why consider this job opportunity:
      - Salary up to $111,500 annually
      - Opportunity to participate in an incentive compensation plan based on performance
      - Comprehensive benefits programs supporting physical, financial, emotional, and social well-being
      - Opportunity for career advancement within a growing team
      - Work within a supportive and inclusive culture that values employee contributions

      What to Expect (Job Responsibilities):
      - Utilize a consultative sales process to build thorough customer profiles and identify financial needs
      - Manage a book of business for Provide customers and maintain strong client relationships
      - Analyze cash flow, collateral structure, and prepare submissions for the Underwriting team
      - Conduct outbound calls for periodic financial reviews and prospect new business customers
      - Assist the Outside Sales team with loan proposal presentations as needed

      What is Required (Qualifications):
      - Minimum of two years of sales experience, preferably in practice finance
      - Proven ability to build new and existing client business and provide a positive client experience
      - Strong business acumen, including detailed analysis and review of financial statements
      - Effective problem-solving and analytical skills with the ability to manage multiple tasks
      - Proficiency in Microsoft Office and Google Apps software

      How to Stand Out (Preferred Qualifications):
      - Bachelor’s degree in finance, economics, or mathematics
      - Formalized basic credit training or equivalent credit risk experience
      - Underwriting experience

      #FinancialServices #HealthcareFinance #SalesOpportunity #CareerGrowth #EmployeeBenefits

      "We prioritize candidate privacy and champion equal-opportunity employment. Central to our mission is our partnership with companies that share this commitment. We aim to foster a fair, transparent, and secure hiring environment for all. If you encounter any employer not adhering to these principles, please bring it to our attention immediately. We are not the EOR (Employer of Record) for this position. Our role in this specific opportunity is to connect outstanding candidates with a top-tier employer."
  • About the company

      Apply for dental, veterinary, optometry, or medical practice loans from Provide, the technology leader in practice financing, with an instant pre-qualification, fully online application, competitive rates, and industry-leading closing process.

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