Funding Account Manager

Job Description

A fast-growing private credit and alternative lending firm based in NYC is looking for a professional and passionate Funding Account Manager with a knowledge preferably in the financial services or private lending space. This role is ideal for someone who can is can take ownership of the funding process — managing relationships, ensuring disbursements are executed without delays, and resolving any payment blockers with confidence and urgency.

Responsibilities:

• Own funding calls with borrowers, merchants, and business clients—ensuring they fulfill payment commitments and move swiftly through the funding pipeline.
• Manage and grow relationships with active and warm leads, staying persistent, professional, and persuasive at every touchpoint.
• Handle full account management for assigned leads—ensuring accounts stay funded, engaged, and responsive.
• Troubleshoot and resolve payment delays and any last-mile issues that may arise using both finesse and firmness.
• Manage warm accounts and maintain strong, ongoing communication with all parties
• Build trust and accountability with borrowers, ensuring all requirements are met
• Work closely with underwriting and internal teams to keep deals moving forward efficiently
• Maintain detailed records and provide updates on funding progress and client status.
• Other duties as assigned

Qualifications:

• 3–5 years in client-focused roles within finance, with a strong emphasis on human communication, relationship management, and problem-solving
• A strong, confident communicator — especially over the phone
• A natural closer with a strong command of funding processes and financial conversations.
• Deep understanding of funding operations and borrower expectations
• Unafraid to push borrowers toward payment with confidence and clarity—professional but persistent.
• Doesn’t need hand-holding—takes initiative, follows up aggressively, and communicates effectively.
• High level of professionalism and follow-through
• Strong organizational skills and attention to detail
• Ability to manage multiple accounts simultaneously with a calm, proactive approach
• Comfortable working onsite with a high-output team