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Meridian Bank

ISO Relationship Manager

Meridian Bank, Florida, New York, United States

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6 days ago Be among the first 25 applicants

Merit Business Funding

is a Revenue Advance company that provides working capital to small and medium-sized businesses on a short-term basis (3-12 months) to fuel their growth and success. Our Revenue Advance is tailored to expanding companies in need of fast cash. The key advantages versus other types of capital sourcing are speed of funding, flexible payment options, and less documentation requirements.

Position summary:

Responsible for performing various duties to support the

Merit Business Funding

division; coordinating work within the department, as well as with other departments; complying with operating policies and procedures established for this position. Reporting pertinent information to the immediate supervisor; responding to inquiries or requests for information.

Qualifications required

Bachelor's degree in Finance or related field; or equivalent work experience

2-3 Years of experience in the Merchant Cash Advance Industry

Proven and successful track record with Alternative Finance products

Existing book of business & relationships within the alternative finance industry

Ability to work in a team environment

High degree of attention to detail and ability to multitask

Industry relationships in the merchant cash advance market

Essential functions and responsibilities

Identify, engage and close partner agreements with independent sales organizations (ISO's) throughout the USA

Responsible for building a network of brokers in the Alternative Financing / Revenue Advance industry

Work across multiple underwriting teams, marketing an company management

Act as liaison between partners and corporate operations where credit decisions are made

Increase and maintain market share levels

Attain volume plan at acceptable business levels

Demonstrates and promotes Meridian Bank's Core Values: Our Partners, Our People, Our Bank and Our Communities

Coordinates specific work tasks with other employees within the department as well as with other departments in order to ensure the smooth and efficient flow of information

Abides by the current laws and organizational policies and procedures designed and implemented to promote an environment which is free of harassment and other forms of illegal discriminatory behavior in the work place

Communicates with management and coworkers in order to integrate goals and activities

Cooperates with, participates in, and supports the adherence to all internal policies, procedures, and practices in support of risk management and overall safety and soundness and the Bank's compliance with all regulatory requirements, e.g. Community Reinvestment Act (CRA), Bank Secrecy Act (BSA), Equal Credit Opportunity Act, etc.

Other duties as assigned

Success factors/job competencies

Organizational and time management skills

Ability to work with little or no supervision

Drive and determination to generate additional new business

Excellent interpersonal and communication skills

Timely and regular attendance

Completes work in a timely manner

Actively seeks coaching

Application Access

BVS

Docusign

Process Unity

OnyxIQ

Physical demands, work environment, and location

Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the necessary functions. This is a largely sedentary role, requiring the use of typical office equipment such as a computer, laptop and cell phone. Most work is completed in an office environment.

Work environment: The noise level in this environment is minimal

Location: Various Meridian Bank locations as assigned

Meridian is an Equal Opportunity Employer

Seniority level

Mid-Senior level

Employment type

Full-time

Job function

Finance

Industries

Banking and Financial Services

Inferred from the description for this job

Medical insurance

Vision insurance

401(k)

Disability insurance

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