Partner Relationship Representative
Mulligan Funding, LLC, San Diego, CA, United States
Headquartered in San Diego, Mulligan Funding serves as a leading provider of working capital (Up to $5M) to small and medium-sized businesses that fuel our country. Since 2008, we have prided ourselves on our collaborative, innovative, and customer-focused approach. Enjoying a period of unprecedented growth, driven by the combination of cutting‑edge technology, human touch, and unwavering integrity, we are looking to add to our people first culture, with highly motivated and results‑oriented professionals, to push the limits of what’s possible while creating value for all of our partners.
At Mulligan Funding, we're a team of innovative and customer‑focused individuals who collaborate to fuel small and medium‑sized businesses. Based in San Diego, our team is looking for an organized, detail‑oriented administrative professional as a Partner Relationship Representative.
You will:
Streamline and enhance team processes, ensuring smooth operations and efficient support for successful deal closures
Empower and inspire our Partner Channel team and partners to maximize deal volume and quality
Handle internal and partner reporting with precision and accuracy
Collaborate seamlessly with underwriting to maintain a well‑coordinated workflow
Expertly manage our CRM, facilitating efficient progress for all opportunities
Be responsible for quality control of documents and stipulations
Call ISO Partners as needed and serve as a backup to our Partner Relationship Executives
Support, motivate and educate our ISO Partners to optimize deal volume and quality
Uphold the highest standards in document and stipulation quality control
You have:
Some work experience within the financial services sector
CRM proficiency, preferably with Salesforce experience
Intermediate to advanced skills in Microsoft Word and Excel
A passion for and experience in operations
Eagerness to advance professionally within a sales team
Exceptional multitasking and quick‑thinking abilities
Stellar communication skills, both in‑person and via phone or email
Impeccable organizational skills and a keen eye for detail
Self‑driven, motivated, and goal‑oriented mindset
A positive, can‑do attitude that fosters success
We offer:
Comprehensive medical, vision and dental benefits that give you peace of mind
Flexible Spending Accounts (FSA) that let you use pre‑tax dollars to cover healthcare expenses
A fantastic 401(k) with matching contributions that helps you plan for retirement and build wealth over time
Generous sick, vacation, and holiday benefits that give you the time and flexibility you need to enjoy life
A gym membership contribution that supports your well‑being, and helps you stay energized and focused
An internal referral program that rewards you for bringing talented people to the team
Company events that foster a positive and inclusive culture, and create opportunities to bond and grow with your colleagues
Mulligan Funding is an Equal Opportunity Employer (EOE) and takes great pride in building a diverse work environment. Qualified applicants are considered for employment without regard to age, race, religion, gender, national origin, sexual orientation, disability or veteran status.
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
A reasonable estimate for this role is an hourly rate of $28.85 - $31.25. Based on a standard full‑time schedule, this results in a base salary of approximately $60,000 - $65,000 per year, with an on‑target earnings (OTE) potential of $105,000.
As a non‑exempt position, this role is eligible for overtime in accordance with state and federal laws. Additional earning opportunities and performance‑based incentives will be discussed upon receiving an offer of employment. In order to provide a competitive compensation package, Mulligan Funding takes into account a variety of factors including, but not limited to, market compensation data, relevant experience, skills, education, and certifications.
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At Mulligan Funding, we're a team of innovative and customer‑focused individuals who collaborate to fuel small and medium‑sized businesses. Based in San Diego, our team is looking for an organized, detail‑oriented administrative professional as a Partner Relationship Representative.
You will:
Streamline and enhance team processes, ensuring smooth operations and efficient support for successful deal closures
Empower and inspire our Partner Channel team and partners to maximize deal volume and quality
Handle internal and partner reporting with precision and accuracy
Collaborate seamlessly with underwriting to maintain a well‑coordinated workflow
Expertly manage our CRM, facilitating efficient progress for all opportunities
Be responsible for quality control of documents and stipulations
Call ISO Partners as needed and serve as a backup to our Partner Relationship Executives
Support, motivate and educate our ISO Partners to optimize deal volume and quality
Uphold the highest standards in document and stipulation quality control
You have:
Some work experience within the financial services sector
CRM proficiency, preferably with Salesforce experience
Intermediate to advanced skills in Microsoft Word and Excel
A passion for and experience in operations
Eagerness to advance professionally within a sales team
Exceptional multitasking and quick‑thinking abilities
Stellar communication skills, both in‑person and via phone or email
Impeccable organizational skills and a keen eye for detail
Self‑driven, motivated, and goal‑oriented mindset
A positive, can‑do attitude that fosters success
We offer:
Comprehensive medical, vision and dental benefits that give you peace of mind
Flexible Spending Accounts (FSA) that let you use pre‑tax dollars to cover healthcare expenses
A fantastic 401(k) with matching contributions that helps you plan for retirement and build wealth over time
Generous sick, vacation, and holiday benefits that give you the time and flexibility you need to enjoy life
A gym membership contribution that supports your well‑being, and helps you stay energized and focused
An internal referral program that rewards you for bringing talented people to the team
Company events that foster a positive and inclusive culture, and create opportunities to bond and grow with your colleagues
Mulligan Funding is an Equal Opportunity Employer (EOE) and takes great pride in building a diverse work environment. Qualified applicants are considered for employment without regard to age, race, religion, gender, national origin, sexual orientation, disability or veteran status.
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
A reasonable estimate for this role is an hourly rate of $28.85 - $31.25. Based on a standard full‑time schedule, this results in a base salary of approximately $60,000 - $65,000 per year, with an on‑target earnings (OTE) potential of $105,000.
As a non‑exempt position, this role is eligible for overtime in accordance with state and federal laws. Additional earning opportunities and performance‑based incentives will be discussed upon receiving an offer of employment. In order to provide a competitive compensation package, Mulligan Funding takes into account a variety of factors including, but not limited to, market compensation data, relevant experience, skills, education, and certifications.
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