Jr. Account Executive - MCA

Kalamata Capital Group LLC•Bethesda, MD

4d•Remote

About The Position

The Junior Account Executive supports Senior Account Executives while delivering exceptional service to assigned broker and ISO partners. Acting as a liaison between brokers, underwriting, processing, and funding teams, this role helps ensure efficient deal flow, timely communication, and effective account management. Responsibilities include managing account servicing activities such as correspondence, document collection, revision and contract requests, renewals, portfolio support, and deal tracking from submission through funding. This developmental role is designed to prepare team members for advancement into a full Account Executive position. Success in this role requires exceptional responsiveness, strong attention to detail, a high sense of urgency, and a commitment to providing industry-leading service to brokers, ISO partners, and internal stakeholders.

Requirements

Availability Monday–Friday, 9:00 AM to 6:00 PM Eastern Time.
Fully Remote Role in any US state but must work Eastern Standard time
Exceptional written and verbal communication skills.
Strong attention to detail and organizational skills.
High sense of urgency and responsiveness.
Customer-first mindset and commitment to service excellence.
Ability to work effectively in a fast-paced environment.

Nice To Haves

Industry experience in Merchant Cash Advance (MCA), Alternative Lending, Commercial Finance, Equipment Finance, Banking, or related financial services.
Experience supporting broker and ISO relationships.
Familiarity with underwriting, contracting, funding, and renewal processes.

Responsibilities

Serve as a secondary point of contact for assigned broker and ISO accounts.
Build and maintain strong partner relationships through proactive communication and responsive service.
Support Senior Account Executives in servicing, retaining, and growing existing accounts.
Monitor account portfolios, renewal opportunities, and account activity to identify growth opportunities and ensure timely follow-up.
Manage inbound account-related emails and inquiries.
Respond to broker requests regarding submissions, approvals, stipulations, revisions, contracts, renewals, and funding updates.
Coordinate with underwriting, processing, servicing, and funding departments to move deals efficiently through the pipeline.
Track deal progression from submission through funding and provide accurate status updates.
Escalate complex issues to the Senior Account Executive when appropriate.
Review submissions for completeness and maintain organized documentation within company systems.
Request, collect, and track required documents, stipulations, and outstanding items throughout the funding process.
Submit and manage underwriting revision requests, including gathering supporting documentation and communicating outcomes.
Coordinate contract generation requests, monitor contract status, and assist in resolving funding conditions to facilitate timely funding.
Maintain accurate CRM records, notes, deal stages, and pipeline activity.
Track renewal and account activity and prepare reports or account summaries as requested.
Ensure compliance with company policies, procedures, and documentation standards.