Funding Specialist

Fortifi Capital is dedicated to empowering individuals and businesses to secure a prosperous financial future. Committed to strengthening financial stability, the company partners with clients to provide innovative solutions and personalized support. With a focus on trust and collaboration, Fortifi Capital works to help clients achieve their financial goals, ensuring success together.

This is a full-time, on-site role based in White Plains, NY, for a Funding Specialist. The Funding Specialist will be responsible for managing funding processes, assisting clients with applications, reviewing financial documents, and overseeing transactions. The role requires clear communication with stakeholders, ensuring a seamless and efficient funding experience for all clients. Additional responsibilities may include maintaining accurate records and contributing to the continuous improvement of funding strategies.

• Strong financial analysis, budgeting, and forecasting skills
• Proficiency in client communication, customer service, and relationship management
• Attention to detail, accuracy, and organizational skills
• Problem-solving and decision‑making abilities
• Familiarity with financial systems, software, and tools is a plus
• Bachelor's degree in finance, business, or a related field preferred
• Experience in funding, lending, or financial services is an advantage

• Entry level

• Full-time