Commercial Finance Advisor – Mid-Market Lending

Commercial Finance Advisor – Mid-Market Lending

About EMC Financial

EMC Financial is an established direct commercial lender providing tailored financing solutions to middle-market businesses nationwide. Since 2007, we’ve approved over $1.3 billion in financing across more than 1,800 transactions, with funding facilities typically ranging from $2 million to $20 million and above.

With offices in Miami and Los Angeles, we work directly with business owners and financial decision-makers to help companies access capital for growth, acquisitions, working capital, and other business needs.

*We’re looking for a motivated, professional Commercial Finance Advisor to join our growing team.*

About the Role

This is a full-time, relationship-driven business development position focused on identifying qualified financing opportunities and building relationships with executives at established middle-market companies.

You’ll engage directly with business owners, CEOs, CFOs, and other financial decision-makers to understand their capital requirements, identify potential financing opportunities, and coordinate qualified consultations with our president.

You’ll also manage follow-ups, facilitate financing applications, and help advance opportunities through the early stages of our lending process.

Your primary responsibility is to develop and advance qualified financing opportunities, not to underwrite or close transactions.

Key Responsibilities

* Business Development & Outreach: Engage prospective clients through outbound calls, email follow-ups, and existing prospect lists to identify potential financing opportunities.

* Client Engagement & Qualification: Build rapport with business owners and financial decision-makers, assess their capital needs, and evaluate revenue, existing financing arrangements, funding requirements, and timing.

* Executive Appointment Coordination: Schedule qualified consultations with our president, ensuring prospective clients are properly qualified, prepared, and confirmed.

* Application Coordination: Facilitate financing applications following initial consultations and coordinate the collection of required financial documentation.

* Pipeline Management: Maintain accurate prospect records, call notes, follow-up schedules, and opportunity statuses in Salesforce.

* Relationship Management: Maintain consistent communication with prospective clients, nurture longer-term opportunities, and proactively identify emerging capital needs.

* Team Collaboration: Work directly with senior leadership to identify high-potential opportunities, improve conversion rates, and support the company’s continued growth.

What We’re Looking For

We’re looking for someone who is confident, articulate, commercially minded, and comfortable engaging senior business executives.

The ideal candidate is a strong communicator who can build relationships, ask thoughtful questions, recognize genuine financing opportunities, and take ownership of their pipeline.

Qualifications

* Experience in outbound B2B sales, business development, appointment setting, or lead generation.

* Experience in commercial lending, business financing, banking, or financial services is preferred but not required. We provide comprehensive product and process training.

* Excellent spoken and written English, with the ability to communicate professionally and confidently with senior executives.

* Comfortable speaking directly with business owners, CEOs, CFOs, and financial decision-makers.

* Strong consultative communication skills, with the ability to ask insightful questions and identify potential business opportunities.

* Strong organizational skills, attention to detail, and disciplined follow-up habits.

* Experience using Salesforce or a comparable CRM platform.

* Self-motivated, dependable, and comfortable working independently in a remote environment.

* Available to work full-time during U.S. Eastern business hours.

What Success Looks Like

At EMC Financial, we value meaningful business opportunities and quality relationships over simply making calls.

Your performance will be measured primarily by

1. Qualified Appointments Held: Meaningful consultations with established businesses that meet our financing criteria.

2. Completed Financing Applications: Successfully converting qualified consultations into completed applications for underwriting consideration.

3. Pipeline Development: Consistently identifying, nurturing, and advancing prospective financing opportunities.

4. Relationship Management: Maintaining accurate records, timely follow-ups, and professional communication throughout the process.

Our focus is on developing quality financing opportunities with established middle-market businesses, not simply high-volume dialing.

What We Provide

* Established commercial lending platform with a proven track record dating back to 2007.

* Competitive base compensation with meaningful performance-based earning potential.

* Salesforce CRM, integrated calling tools, and organized prospect lists.

* Structured onboarding, sales training, call scripts, and ongoing professional development.

* Direct access to senior leadership and experienced commercial finance professionals.

* Clear performance expectations and opportunities for professional growth.

* A collaborative, results-oriented environment where individual contributions are recognized and rewarded.

Schedule & Compensation

* Position: Full-Time

* Schedule: Monday–Friday, U.S. Eastern business hours

* Location: Remote

* Base Compensation: $800 per week ($41,600 annually)

* Performance Bonuses: Additional earnings based on qualified appointments, completed financing applications, and established performance targets.

* Target Total Compensation: $1,500–$2,000 per week ($78,000–$104,000 annualized), including base salary and performance bonuses.

* Start Date: As soon as possible

This position offers a stable base with significant upside for motivated individuals who consistently develop qualified financing opportunities.

How to Apply

We’re looking for confident, articulate professionals who can build rapport quickly, engage senior decision-makers, identify business opportunities, and follow through.

Please include brief answers to the following questions with your application

1. Describe your experience making outbound B2B sales calls. Who were you typically speaking with, and what products or services were you selling?

2. You’re calling the CFO of a company generating $25 million in annual revenue. How would you introduce yourself and open the conversation?

3. How do you manage follow-ups with prospects who express interest but aren’t ready to move forward immediately?

We look forward to connecting with candidates who are confident, organized, commercially minded, and motivated to build a successful career in commercial finance.

Pay: $50,000.00 - $200,000.00 per year

Benefits

• Flexible schedule
• Opportunities for advancement
• Referral program
• Work from home

Work Location: Remote