Broker Account Manager / ISO Relationship Manager (See Job Post)

Job Title: Broker Account Manager/ ISO Manager (Northeast Region Applicants Only) Department: Sales Channel: Broker Location: Northeast Region Segment: Acquisition About Us: At BriteCap Financial, we’re all about helping small businesses thrive — and that starts with building strong partnerships. Since 2003, we’ve combined innovative technology with a human touch to deliver fast, flexible financing solutions nationwide. We’re a team that moves with energy, collaborates with purpose, and takes pride in creating opportunities for both our customers and our people. If you’re passionate about building relationships and making an impact, you’ll fit right in. BriteCap is an incredible place to grow your career—don’t just take our word for it, check out our stellar reviews on Glassdoor! Link: https://www.glassdoor.com/Overview/Working-at-BriteCap-Financial-EI_IE9267043.11,29.htm Job Overview: The Broker Account Manager/ ISO Manager (Northeast Region) plays a key role in supporting the processing of Strategic Partner transactions, ensuring accuracy, compliance, and timely completion of documentation and communications. The ideal candidate is a highly organized and detail-oriented individual, with strong communication and analytical skills, a thorough understanding of the Working Capital Loan industry, and the ability to work effectively in a fast-paced environment. Key Responsibilities:

• Transaction Processing: Accurately process transactions originated by Strategic Partners from Application Submission through Funding process, ensuring all relevant documentation is in place and compliant with company policies.
• Relationship management: Develop and maintain excellent relationships with Strategic Partners.
• Data Entry & Documentation: Input transaction data into systems, review Partner submissions, and verify that all necessary forms and supporting materials are complete and accurate.
• Partner Communication: Serve as a point of contact for Partners, answering queries related to transactions, offers, status updates, or procedural issues.
• Document Preparation & Compliance: Ensure all necessary documentation for loan renewals is prepared, accurate according to company’s sales, credit and compliance policies.
• Record Keeping: Maintain detailed and organized records of all Partner transactions and interactions for auditing and reporting purposes.
• System Updates: Monitor and update internal systems to reflect the latest transaction statuses and ensure accurate reporting.
• Collaboration: Work closely with Sales leadership, Underwriting and Operations teams to ensure smooth and efficient process while resolving any issues or escalated concerns related to Partner transactions.
• Problem Resolution: Assist Partners in resolving transaction issues, discrepancies, or concerns, offering timely solutions.
• Process Improvement: Continuously identify and recommend process improvements to increase efficiency, reduce errors, and enhance the overall Partner experience.

Qualifications:

• Education: High School Diploma or equivalent required. A Bachelor’s degree in Finance, Business, or a related field is preferred.
• Experience: Previous experience in Sales or Operations in the Small Business Finance industry, with a strong understanding of Working Capital Loans.
• Skills:
• Strong attention to detail and ability to manage multiple tasks simultaneously.
• Proficient in Microsoft Office Suite (Excel, Word, Outlook) and CRM.
• Excellent verbal and written communication and interpersonal skills, with the ability to manage Partner relationships effectively.
• Knowledge of Working Capital Loan products and industry standards.
• Strong problem-solving and analytical skills.
• Ability to work under pressure and meet deadlines and goals.

Attributes:

• Proactive and self-motivated.
• Strong team player with the ability to collaborate effectively across departments.
• A high level of professionalism and confidentiality when handling sensitive information.
• Comfortable working in a fast-paced, target-driven environment.

Working Conditions:

• Full-time, in-office. Full-time, Remote with travel to New York area partners. Expectation is 2 weeks per month working at Partner Office
• Occasional overtime may be required to meet business needs.

Benefits:

• Competitive salary and performance-based incentives.
• Comprehensive benefits package.
• Opportunities for career development and advancement within the organization.

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