Closer/Finance Manager
Listed on 2026-10-10
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Finance & Banking
Banking & Finance
Guide business owners through the debt restructuring process and close life-changing financial solutions.
Document GatheringInstruct clients on gathering and redacting essential financial records (e.g., bank statements, tax returns) to establish genuine economic hardship.
Explain settlement timelines, explain the legal implications of Confessions of Judgment (COJ), and guide clients through signing retainer agreements.
Interface with MCA funders and their legal teams to negotiate payoffs (often targeting a reduction to $0.40–$0.60 on the dollar) and facilitate the removal of UCC-1 liens.
Closing ExecutionEnsure final agreements protect the client by securing formal waivers for COJs, UCC liens, and personal guarantees before releasing settlement funds.
Core Criteria & Requirements ExperienceMinimum 2–4 years of proven success in B2B financial sales, debt settlement, commercial mortgage closing, or merchant cash advance funding.
Strong understanding of MCA structures, factor rates, reconciliation requests, and how to read commercial loan documents.
Ability to navigate high-pressure, emotional conversations while maintaining a confident, persuasive demeanor.
Compliance KnowledgeFamiliarity with Federal Trade Commission (FTC) debt settlement guidelines and state-level MCA regulations (e.g., NY usury laws).
Proficiency with Customer Relationship Management (CRM) software (e.g., Hub Spot, Salesforce) and dialer systems.
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