[Remote] Jr. Account Executive - MCA

Note: The job is a remote job and is open to candidates in USA. Kalamata Capital Group is seeking a Junior Account Executive to support Senior Account Executives while delivering exceptional service to broker and ISO partners. This role involves managing account servicing activities, ensuring efficient deal flow, and preparing team members for advancement into a full Account Executive position.ResponsibilitiesServe as a secondary point of contact for assigned broker and ISO accountsBuild and maintain strong partner relationships through proactive communication and responsive serviceSupport Senior Account Executives in servicing, retaining, and growing existing accountsMonitor account portfolios, renewal opportunities, and account activity to identify growth opportunities and ensure timely follow-upManage inbound account-related emails and inquiriesRespond to broker requests regarding submissions, approvals, stipulations, revisions, contracts, renewals, and funding updatesCoordinate with underwriting, processing, servicing, and funding departments to move deals efficiently through the pipelineTrack deal progression from submission through funding and provide accurate status updatesEscalate complex issues to the Senior Account Executive when appropriateReview submissions for completeness and maintain organized documentation within company systemsRequest, collect, and track required documents, stipulations, and outstanding items throughout the funding processSubmit and manage underwriting revision requests, including gathering supporting documentation and communicating outcomesCoordinate contract generation requests, monitor contract status, and assist in resolving funding conditions to facilitate timely fundingMaintain accurate CRM records, notes, deal stages, and pipeline activityTrack renewal and account activity and prepare reports or account summaries as requestedEnsure compliance with company policies, procedures, and documentation standardsSkillsAvailability Monday–Friday, 9:00 AM to 6:00 PM Eastern Time. Fully Remote Role in any US state but must work Eastern Standard timeExceptional written and verbal communication skillsStrong attention to detail and organizational skillsHigh sense of urgency and responsivenessCustomer-first mindset and commitment to service excellenceAbility to work effectively in a fast-paced environmentIndustry experience in Merchant Cash Advance (MCA), Alternative Lending, Commercial Finance, Equipment Finance, Banking, or related financial servicesExperience supporting broker and ISO relationshipsFamiliarity with underwriting, contracting, funding, and renewal processesCompany OverviewKalamata Capital Group provides fast and easy financing to small businesses to help them grow and create jobs. It was founded in 2018, and is headquartered in Bethesda, Maryland, USA, with a workforce of 51-200 employees. Its website is https://www.kalamatacapitalgroup.com/.