About Us:
Ivy Asset is a leading financial services firm specializing in providing tailored working capital and growth solutions to small and mid-sized businesses. We help our clients fuel their growth through a variety of products, including term loans, lines of credit, equipment financing, and more.

Job Summary:
We are seeking a high-energy, detail-oriented Account Manager/ Account representative to join our team. This role is the critical link between new client acquisition and funding, specializing in guiding clients through the onboarding process. You will be responsible for understanding a new client's unique financial needs, collecting necessary documentation, structuring, and closing financing solutions. The ideal candidate is a proactive communicator with a passion for assisting business owners and a desire to thrive in a fast-paced environment

Requirements

Willing to learn

Client management

Phone/Computer knowledge

Communication skills