We are seeking a driven Refinance Coordinator with at least 2 years of sales experience to build and run our refinance desk. Every merchant we fund eventually pays their balance down far enough to qualify for new capital, and this role owns that pipeline end-to-end. You are not cold calling strangers off a list. Every name in front of you is already a Velocity customer with active funding, and a good portion of them are waiting to hear from someone.
If you can close, can organize, and want to own a department rather than fill a seat, this is the role for you.
Role Overview
As our Refinance Coordinator, you will run the daily pulse of the refinance pipeline. You will be trained hands-on by an experienced operator from this industry for the first two to three months, and after that the desk is yours to run and yours to grow. This is a player-coach role, in that order: you do the work first, then you own the standards, manage a Refinance Specialist, and help decide what this department looks like at full size. The desk is judged on one question: does every live opportunity move every day.
Responsibilities
- Pipeline Ownership: Own every live refinance opportunity from the first conversation to funding. Know where each deal sits, why it is sitting there, and what happens to it next.
- The Daily Desk: Clear the morning follow-up queue, keep the shared inbox answered within minutes, and answer the hotline live. Merchants and broker partners both expect a real answer, not a callback.
- Statements & Underwriting: Verify eligibility, collect bank statements, and get complete packages to underwriting the same day they arrive. Answer underwriting's questions fast so files never stall.
- Offers & Contracts: Present offers through the correct channel, then work them by email, phone and text every business day until they move. Prepare and send contracts, then chase every remaining funding requirement to the wire.
- Broker Partner Relationships: A large share of our volume comes through independent broker partners who sell our paper. On renewals you are their point of contact, keeping them fast and informed while protecting Velocity at the same time.
- Process & People: Set and hold the desk's service standards, manage a Refinance Specialist, and fix broken workflow rather than working around it.
- Growth Track: This desk is new. You will have real input on what gets measured, what gets automated, how outbound campaigns run, and who we hire next.
Requirements & Skills
- Experience: 2 or more years in sales, renewals, retention, or account management. Phone-heavy closing experience matters more to us than a title.
- Industry Experience: Plus: Revenue-based financing, merchant cash advance, equipment finance, or small business lending. If you already know what a factor rate, an upsell and a buy rate are, tell us in your first line.
- Leadership: Plus: Any experience running a team, a shift, or a desk. This role manages one person to start and more as the department grows.
- Software Proficiency:
- Required: Strong general computer skills. You should be comfortable living inside a CRM, building and filtering your own lists, and working in Microsoft Excel and Google Suite without someone walking you through it.
- Plus: Salesforce CRM.
- Plus: Email campaign tools such as GMass or SendGrid.
- Core Competencies:
- Autonomy: You are trained closely for two to three months, then you run the desk. We are hiring someone who wants that, not someone who tolerates it.
- Follow-Through: Renewals are won on the fifth touch, not the first. Deals here end by decision, never by silence.
- Numbers Sense: Balances, payback amounts, factor rates and daily payment math should not slow you down.
- Judgment: Knowing what you can answer yourself and what belongs with underwriting or management. Pricing is never improvised.
- Communication: Direct, professional writing and a phone presence that holds up with a small business owner and a broker alike.
Schedule & Location
- Location: Cedarhurst, New York. This is a fully in-person role, not remote and not hybrid.
- Schedule: Monday through Friday, 10:00 AM to 6:00 PM, in office.
Compensation & Growth
We are direct about money because the people we want are direct about money.
- Base Salary: $65,000 to $90,000, depending on experience and what you bring on day one.
- Merit Increases: Annual performance-based increases typically range from 3–6%, with opportunities for additional increases based on exceptional performance. Raises here are earned on a real review, not a cost-of-living gesture.
- Bonus: Discretionary end-of-year bonus.
- Syndication: Team members in a position to participate in deal syndication have a path to earnings that grow with the book they help build.
- Career Track: A department, not a seat. The desk you are being handed is being built right now, and the person who runs it well is the person who runs the department.
Benefits
- Health Coverage: Competitive employer medical, dental and vision plan.
- Retirement: 401(k) with company matching available.
- Paid Time Off: Paid time off & religious holidays.
About Velocity Capital Group
Velocity Capital Group is a revenue-based financing company. We provide working capital to small and mid-sized businesses across the country, underwriting against a business's actual revenue rather than its collateral or its credit score. That is why an owner who would wait months on a bank decision gets one from us in days.
We fund both directly and through a national network of independent broker partners, and a large share of our business comes from merchants who come back to us for their next round of capital. Underwriting sits in the same office as the desk, so decisions get made in the room instead of in a queue. The teams here are small, which means the work you do is visible and the calls you make actually stick.
Pay: $65,000.00 - $90,000.00 per year
Benefits:
- 401(k)
- Dental insurance
- Employee assistance program
- Flexible schedule
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Parental leave
- Referral program
- Retirement plan
- Vision insurance
Work Location: In person
