Job Summary:

• Help Relationship Managers structure and qualify loans in lending partner pipeline
• Coach partners on best practices in working with the PeerStreet platform and resources
• Communicate with the lenders regarding PeerStreet’s diligence requirements and help train them on those guidelines.
• Respond to lender requests for assistance with extensions
• Respond to payoff requests, appraisals, loan-specific inquiries, and technical support
• Exercise discretion, independent problem-solving abilities to complete work assignments.
• Help organize the pipeline and communicate with multiple departments to ensure on-time closings
• Work closely with the legal team to ensure lending partners meet PeerStreet’s licensing requirements for individual states
• Ensure coordination with all geographies to ensure a unified approach to client management
• Leveraging Databases to build out prospect lists
• Execute prospect and client engagement campaigns

Skills on Resume:

• Loan Structuring (Hard Skills)
• Platform Coaching (Hard Skills)
• Communication Skills (Soft Skills)
• Problem-Solving (Soft Skills)
• Project Management (Soft Skills)
• Regulatory Compliance (Hard Skills)
• Client Coordination (Soft Skills)
• Data Management (Hard Skills)

Job Summary:

• Engage private clients to deepen relationships and onboard new clients
• Serve as clients' primary point of contact
• Deliver excellent client service while managing a high volume pipeline
• Communicate how it is different in the market and the unique value proposition offer to clients
• Effectively communicate the investment case and economics of Bitcoin investing with products
• Ask for referrals to grow the client base
• Build and maintain close relationships with Client Services
• Partner with Product and Marketing to provide feedback on the client experience and insights into client pain points
• Continuously look for opportunities to improve the client experience
• Manage client deliverables on both a repeating and ad hoc basis 
• Maintain client information, contacts and updates within the CRM

Skills on Resume:

• Client Engagement (Soft Skills)
• Relationship Management (Soft Skills)
• Service Delivery (Soft Skills)
• Market Positioning (Soft Skills)
• Investment Communication (Hard Skills)
• Referral Generation (Soft Skills)
• Collaboration Skills (Soft Skills)
• CRM Proficiency (Hard Skills)

Job Summary:

• Participate in calls under the direction of a senior-level RM.
• Works with the senior level RM to ensure that the right resources are being provided in line with member need/demand.
• Ensures comprehensive capture of member needs, information, and knowledge in CRM.
• Assist in welcoming new members, tailor' recommendations of benefits and services to meet specific member needs
• Monitors and ensures service utilization and engagement.
• Assists in developing and retaining memberships through targeted communication of the benefits of membership
• Promote services designed to address member needs.
• Collaborates with internal teams to identify speakers, promote events and encourage attendance
• Maximize renewal, and upgrade opportunities, share member feedback
• Contribute to development of agendas, events, and content for website and collateral materials.
• Attends and participate in events to promote FOX and member benefits.

Skills on Resume:

• Call Participation (Soft Skills)
• Resource Coordination (Soft Skills)
• CRM Data Management (Hard Skills)
• Member Onboarding (Soft Skills)
• Service Monitoring (Soft Skills)
• Membership Development (Soft Skills)
• Service Promotion (Soft Skills)
• Event Coordination (Soft Skills)

Job Summary:

• Maintaining commercial banking sales pipeline and recurring account planning calendar
• Monetizing potential opportunities for existing customers
• Identifying clients who are potential candidates for specific products/services
• Prospect due diligence, return on Equity (ROE) model
• Performing KYC (Know You Customer), review and update information 
• Producing research on companies and research industries for Relationship Managers utilizing tools such as Hoovers, First Data, Linked-In, etc
• Building external network of centers of influence and attend networking events
• Partnering with RMs to create prospect list and attend meetings with Relationship Managers
• Handling of the loans including approving advances and reviewing all collateral matters
• Contacting clients for account monitoring and administration

Skills on Resume:

• Pipeline Management (Hard Skills)
• Client Monetization (Hard Skills)
• Financial Modeling (Hard Skills)
• KYC Compliance (Hard Skills)
• Market Research (Hard Skills)
• Networking (Soft Skills)
• Prospect Listing (Hard Skills)
• Loan Handling (Hard Skills)

Job Summary:

• Maintain and organize client files in Sharepoint
• Prepare and execute custodian paperwork and money movement requests
• Develop a strong working relationship with custodian representatives
• Collaborate with custodian service teams to minimize flagged requests (NIGOs), streamline processes, and meet deadlines
• Manage client completion of private investment documents to support one of BIP’s major value propositions
• Assist PWAs in preparing for client meetings
• Assist clients with the implementation of PWA recommendations
• Working with Certified Public Accountants, attorneys, and other professionals
• Help develop tools, templates and improved processes to assist with the efficient delivery of BIP’s service offerings
• Package client-facing private investment documents for use by the team
• Coordinate with Admin Assistant to resolve office equipment issues, schedule service calls
• Maintain functional stocks of office supplies and marketing material

Skills on Resume:

• File Management (Hard Skills)
• Documentation Preparation (Hard Skills)
• Relationship Building (Soft Skills)
• Process Optimization (Hard Skills)
• Document Management (Hard Skills)
• Meeting Preparation (Soft Skills)
• Client Assistance (Soft Skills)
• Process Development (Hard Skills)

Job Summary:

• Initiate, develop and close new business development opportunities within a book of business primarily 
• Prospecting and lead generation to maximize revenue
• Map organizational charts of prospect organizations
• Identify new business leads, decision makers and key relationship managers
• Conduct In-person and over the phone meetings with potential new users
• Manage inbound leads to properly qualify prospects and actively engage in outreach
• Create detailed client maps of current and potential end users to identify additional sales opportunities
• Develop business development plans for the Account(s) managed
• In-person and over the phone meetings with current and past users
• Provide relevant feedback and recommendations to appropriate business teams on prospects and customer perceptions of Coleman, along with ongoing competitive intelligence and market trends
• Own the development of commercial proposals, propositions and quotes that initiate new, extended or changed service delivery to customers
• Work with Marketing Department to plan and oversee marketing activities
• Develop new collateral, identify target users, distribute Coleman merchandise

Skills on Resume:

• Lead Generation (Hard Skills)
• Organizational Mapping (Hard Skills)
• Client Meetings (Soft Skills)
• Lead Management (Hard Skills)
• Sales Mapping (Hard Skills)
• Strategy Development (Hard Skills)
• Market Intelligence (Hard Skills)
• Proposal Development (Hard Skills)