About the role
This relationship-focused position connects independent sales organizations and broker partners with Excel Capital Funding's submission and support process. You will learn each partner's business model, explain how to prepare complete files, and provide a reliable point of contact when questions arise. The goal is to build productive relationships through responsiveness, accurate guidance, and consistent follow-through.
You will coordinate internally with sales, underwriting, and operations to address deal-level questions while keeping partner communications clear and professional. You will also review activity patterns, identify training needs, and help partners improve submission quality. Success requires commercial finance knowledge, sound judgment, and the ability to balance partner service with documentation and compliance expectations.
Responsibilities
- Identify and recruit new ISO agents and broker partners to our network
- Onboard new partners and provide training on our products and submission process
- Manage ongoing partner relationships and resolve deal-level issues
- Monitor partner performance and develop strategies to increase deal volume
- Attend industry events to represent Excel Capital Funding
Requirements
- 3+ years of experience in the commercial finance or MCA industry
- Established network of ISO agents or brokers preferred
- Strong negotiation and relationship-building skills
- Entrepreneurial mindset with ability to work independently
- Willingness to travel for industry events
What success looks like
- Create a structured onboarding experience that gives new partners clear submission and communication expectations
- Maintain timely follow-up on active opportunities and document important partner and deal-level conversations
- Use performance trends to identify practical coaching topics and opportunities to improve file quality
- Represent the company professionally while building durable relationships across the partner network