I am an experienced Funding Coordinator in the Merchant Cash Advance (MCA) industry, specializing in guiding business owners through the funding process from initial contact to successful deal closure. My role focuses on building strong relationships with merchants, understanding their financial needs, and matching them with the most suitable funding options available in the market.
On a daily basis, I handle lead generation through outbound and inbound channels, including cold calling, follow-ups, and referrals. I pre-qualify merchants by reviewing key factors such as monthly revenue, average bank deposits, time in business, existing positions, and overall cash flow. This allows me to quickly assess eligibility and set realistic expectations for approval amounts and terms.
I work closely with underwriting teams and lenders to submit complete and accurate files, including bank statements, applications, voided checks, and identification documents. Clear communication is a core strength of mine—I ensure merchants understand the funding structure, payback method, factor rates, and any conditions involved before moving forward. This transparency helps build trust and reduces friction during the approval process.
In addition, I assist with negotiating offers, restructuring deals when necessary, and providing alternative solutions such as consolidations or renewals. I am highly organized, detail-oriented, and comfortable managing multiple files simultaneously while meeting deadlines.
Overall, my goal as a Funding Coordinator is not just to close deals, but to create long-term value for both merchants and lenders by delivering honest guidance, efficient service, and reliable results in a fast-paced MCA environment.