• Serve as a trusted advisor to small business owners seeking business credit and financing solutions. • Deliver a high-touch, consultative customer experience from initial call through funding. • Use AI-powered tools to create and present personalized Funding Blueprints. • Maintain working knowledge of lender requirements and program qualifications to provide accurate, tailored guidance. • Act as a Team Lead by supporting, mentoring, and guiding advisors to deliver consistent, high-quality service. • Help reinforce best practices, client communication standards, and process adherence. • Build long-term relationships with clients by setting clear expectations and providing ongoing support.