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.
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
Skills
- 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
- 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
Company Overview
Kalamata 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/.