IP Infusion

• Own a defined territory of prospective and existing client opportunities. • Consistently generate and advance qualified opportunities aligned to revenue goals. • Build and maintain a healthy sales pipeline. • Identify and research prospective clients in target markets. • Present OptimaFI's value proposition in early-stage conversations. • Deliver presentations and coordinate proposal development. • Maintain accurate opportunity records and pipeline updates in Salesforce. • Partner closely with Sales, Marketing, Product, and Customer Support.

• Review 12–15 loans per day, evaluating risk grading accuracy, underwriting practices, servicing, and adherence to credit policies • Analyze financial statements, cash flow, collateral, and guarantor support to assess creditworthiness • Document findings clearly and accurately in a succinct summary using OptimaFI’s proprietary loan review platform • Deliver consistent, high-quality work while managing volume and meeting deadlines • Apply sound judgment when evaluating credit risk and identifying potential issues • Ensure accuracy, completeness, and adherence to OptimaFI’s quality standards • Collaborate with team members and leadership to ensure alignment and consistency in deliverables • Adapt quickly to navigate different client systems and data environments