Partner Relationship Representative at Mulligan Funding – San Diego, California

Headquartered in San Diego, Mulligan Funding serves as a leading provider of working capital (Up to $5M) to the small and medium-sized businesses that fuel our country. Since 2008, we have prided ourselves on our collaborative, innovative, and customer-focused approach. Enjoying a period of unprecedented growth, driven by the combination of cutting-edge technology, human touch, and unwavering integrity, we are looking to add to our people first culture, with highly motivated and results-oriented professionals, to push the limits of what’s possible while creating value for all of our partners.

At Mulligan Funding, we're a team of innovative and customer-focused individuals who collaborate to fuel small and medium-sized businesses. Based in San Diego, our team is looking for an organized, detail-oriented administrative professional as a Partner Relationship Representative.

In this role, you'll be the backbone of our Partner Channel team, ensuring smooth operations and paving the way for future success. It's a fast-paced environment where your administrative skills, ability to multitask, and focus will empower our team to excel in relationship-building and sales.

• Streamline and enhance team processes, ensuring smooth operations and efficient support for successful deal closures.
• Empower and inspire our Partner Channel team and partners to maximize deal volume and quality.
• Handle internal and partner reporting with precision and accuracy.
• Collaborate seamlessly with underwriting to maintain a well-coordinated workflow.
• Expertly manage our CRM, facilitating efficient progress for all opportunities.
• Be responsible for quality control of documents and stipulations.
• Call ISO Partners as needed and serve as a backup to our Partner Relationship Executives.
• Support, motivate and educate our ISO Partners to optimize deal volume and quality.
• Uphold the highest standards in document and stipulation quality control.

• Some work experience within the financial services sector.
• CRM proficiency, preferably with Salesforce experience.
• Intermediate to advanced skills in Microsoft Word and Excel.
• A passion for and experience in operations.
• Eagerness to advance professionally within a sales team.
• Exceptional multitasking and quick-thinking abilities.
• Stellar communication skills, both in-person and via phone or email.
• Impeccable organizational skills and a keen eye for detail.
• Self-driven, motivated, and goal-oriented mindset.
• A positive, can-do attitude that fosters success.

• Comprehensive medical, vision and dental benefits that give you peace of mind.
• Flexible Spending Accounts (FSA) that let you use pre-tax dollars to cover healthcare expenses.
• A fantastic 401K with matching contributions that helps you plan for retirement and build wealth over time.
• Generous sick, vacation, and holiday benefits that give you the time and flexibility you need to enjoy life.
• A gym membership contribution that supports your well-being, and helps you stay energized and focused.
• An internal referral program that rewards you for bringing talented people to the team.
• Company events that foster a positive and inclusive culture, and create opportunities to bond and grow with your colleagues.

A reasonable estimate for this role is an hourly rate of $28.85 – $31.25. Based on a standard full-time schedule, this results in a base salary of approximately $60,000 – $65,000 per year, with an on-target earnings (OTE) potential of $105,000.

As a non-exempt position, this role is eligible for overtime in accordance with state and federal laws. Additional earning opportunities and performance-based incentives will be discussed upon receiving an offer of employment. In order to provide a competitive compensation package, Mulligan Funding takes into account a variety of factors including, but not limited to, market compensation data, relevant experience, skills, education, and certifications.