Coast Funding · 4 months ago
Business Funding Advisor
San Diego, CA
Full-time
Onsite
Entry, Mid Level
$125K/yr - $200K/yr
2+ years expCoast Funding is an alternative funding provider to small and mid-sized businesses across the United States, recognized as a 2025 Best Place to Work in San Diego. They are seeking a motivated Business Funding Advisor to deliver outstanding service, build lasting client relationships, and contribute to the team's success in a fast-paced environment.
Commercial LendingFinanceFinancial Services
Hiring Manager
Todd Sleet
Responsibilities
Represent Excellence: Deliver outstanding service and maintain the highest standards in every client interaction
Career Focused: Embrace opportunities for professional growth and development within our team
Hard Work & Accountability: Exhibit a strong work ethic and take ownership of your performance
Clear Communication: Engage with clients with integrity and transparency, ensuring they feel valued and understood
Positive Attitude: Maintain a can-do attitude, regardless of circumstances, to inspire and motivate those around you
Desire for Self-Improvement: Continuously seek ways to enhance your skills and knowledge, understanding that growth is an ongoing process
Long-Term Vision: Prioritize sustainable success and recognize that today’s efforts are investments in tomorrow’s results
Relationship Focused: Build and nurture strong client relationships by being personable, trustworthy, and attentive
Make a Lasting Impression: Ensure every client interaction is memorable and impactful, knowing that first impressions matter
Qualification
Required
Proven experience in phone sales, with 2+ years experience required
Exceptional communication and interpersonal skills
A positive attitude and resilience in overcoming challenges
Strong work ethic with a commitment to accountability and excellence
Ability to work independently and as part of a team
Eagerness to learn and grow professionally
Benefits
Opportunities for career advancement and professional development.
A supportive and collaborative team environment.
Comprehensive training to help you succeed and grow.
Health and wellness benefits, including health/dental/vision insurance, 401k with company match.
Paid time off and a healthy work/life balance(weekends and holidays are all yours).
Company
Coast Funding
Coast Funding provides working capital solutions and financial services to small businesses.
11-50 employees
Funding
Current Stage
Early StageTotal Funding
unknownKey Investors
Plains Commerce Bank
2025-07-14Debt Financing
Leadership Team
Matt Price
Chief Executive Officer
Travis Mottet
Chief Operating Officer
Recent News
2025-07-15
Company data provided by crunchbase