Benefits:

401(k)

Dental insurance

Health insurance

Paid time off

Training & development

Vision insurance

Who we are:

At Kalamata Capital Group, our mission is simple. We are passionate about providing fast and easy financing to small businesses to help them grow and create jobs. We combine technology, experience, and common sense to provide many financing options that work best with small businesses. We have real people who try to explain real actionable solutions in easy-to-understand terms.

Role Description:

Oversee, organize, and manage the day-to-day deal flow in conjunction with the Vice President of Business Development to ensure target revenues and unit flow are met while maintaining a growing book of business.

Kalamata is a fully work-remote company, however, candidates are preferred in the New Jersey area since some of the training may be completed in person.

Candidates must be available Monday-Friday from 9:30 A.M. to 6:00 P.M. Eastern Standard Time.

Duties and Responsibilities:

Oversee and maintain/organize/label email inbox – clearing out incoming messages, filtering to necessary labels or parties

Handle incoming phone calls from Broker partners and current clients and maintain an organized line of communication with the VP of BD regarding dialogue with external parties

Follow up on missing documentation, file and organize documents

Maintain and update running customer database, including creating customer profiles

Ability to work independently and handle/prioritize/organize multiple tasks with the appropriates sense of urgency in a fast-paced sales environment

Act as Liaison between internal departments and external clients

The successful candidate will be a highly motivated professional with the following attributes:

Customer and Personal Service - Knowledge of principles and processes for providing a top level of customer service. This includes managing emotions in a fast-paced sales environment and the ability to adapt on the fly.

Administration and Management - Knowledge of business and management principles involved in strategic planning, organization, and oversight of a transactional and fast paced book of business.

Clerical - Knowledge of administrative and clerical procedures and systems such as word processing, managing files and records, forwarding stipulation documents to the appropriate departments for the correct files, and handling our contract process which includes the creation of bank verification links and broker follow ups/acknowledgements.

English Language - Knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition, and grammar. Emails should be grammatically correct and written in a professional manner.

Spanish Language is preferred but not required.

Prior Experience

One year sales support in any industry, Finance is preferred.

Or, one year experience as an administrative/executive assistant with telephone experience

This is a remote position.