ROK Financial, a top ten commercial loan brokerage in Great River, New York, is hiring for an Business Development Coordinator.

We’re seeking a reliable, detail-oriented candidate who can work independently and collaboratively. TThe Business Development Support Specialist plays a key role in supporting our Business Development team by ensuring our partners, clients, and prospects receive the highest level of service. This position focuses on relationship management, calendar coordination, event support, and team organization. The ideal candidate is proactive, detail-oriented, and thrives in a fast-paced, people-driven environment..

Duties & Responsibilities
– Assist the Business Development team with daily follow-up and relationship management with partners and referral sources.
– Manage and organize team calendars, schedule meetings, and coordinate logistics.
– Attend industry events and networking functions to represent ROK Financial professionally and help expand our network.
– Maintain CRM data accuracy and assist with partner onboarding.
– Support preparation of presentations, reports, and outreach materials.
– Collaborate cross-departmentally to ensure consistent communication and follow-through on BD initiatives.
– Provide general administrative and organizational support to the team.
Required Skills & Abilities
– Proactive and self-motivated with the ability to work independently.
– Strong multitasking skills, capable of managing multiple priorities effectively.
– Highly organized with exceptional attention to detail.
– Solid understanding of general financial accounting principles.
– Experience in QuickBooks (Online or Desktop) or similar accounting software.
– Advanced Excel skills; experience with Google Sheets is a plus.
– Bachelor’s degree in Accounting or equivalent experience in accounting or business administration.

Preferred Qualifications
– Experience in business development, client relations, or sales support.
– Strong communication and interpersonal skills — confident building relationships with all types of people.
– Excellent organizational skills and attention to detail.
– Proficiency in Microsoft Office Suite and CRM systems (Salesforce experience preferred).
– Positive, proactive, and adaptable — able to pivot quickly and keep things running smoothly.
– A team player who’s eager to grow within a fast-growing company.

Benefits
– Competitive base salary + performance incentives
– Career advancement opportunities within a growing organization
– Collaborative and high-energy team culture
– Access to exclusive industry events and networking opportunities
– Comprehensive benefits package

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ROK Financial, a top ten commercial loan brokerage in Great River, New York, is hiring for an Accounting Associate.

We’re seeking a reliable, detail-oriented candidate who can work independently and collaboratively. This role involves hands-on participation in the monthly and annual close process for multiple entities, along with maintaining financial records as requested by the Controller. We are looking for a motivated self-starter eager to advance their career. This position offers growth potential into a supervisory role, assisting the Controller in overseeing the accounting department while providing administrative, technical support, and supervision to the accounting staff.

Duties & Responsibilities
– Maintains the general ledger through the regular processing of bank feeds in QuickBooks Online.
– Verifies deposits and updates accounting and CRM software for multiple entities.
– Assists Controller with payroll preparation and processing.
– Reconciles cash disbursement and customer accounts, including monitoring and updating of customer balances within our CRM.
– Processes and monitors accounts receivable, including processing credit card payments through a payment platform and updating all related reporting.
– Processes ACH and wire transactions through online banking portal.
– Performs other related duties as assigned.
Required Skills & Abilities
– Proactive and self-motivated with the ability to work independently.
– Strong multitasking skills, capable of managing multiple priorities effectively.
– Highly organized with exceptional attention to detail.
– Solid understanding of general financial accounting principles.
– Experience in QuickBooks (Online or Desktop) or similar accounting software.
– Advanced Excel skills; experience with Google Sheets is a plus.
– Bachelor’s degree in Accounting or equivalent experience in accounting or business administration.

Preferred Qualifications
– Proven experience in corporate accounting or a similar role is preferred; experience in a fast-paced or multi-entity environment is a plus.
– Ability to analyze financial data, identify trends, and generate actionable insights.
– Excellent verbal and written communication abilities, with the ability to present financial data clearly and concisely.
– Strong understanding of internal control processes to safeguard assets, ensure financial accuracy, and support audit compliance. Experience with process improvement is a plus.

Benefits
– 401(k)
– Dental insurance
– Flexible schedule
– Health insurance
– Paid time off
– Referral program
– Vision insurance
– Work from home

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ROK Financial, a top ten commercial loan brokerage in Great River, New York, is hiring for a Sales and Marketing Coordinator on our Marketing Team.

We are looking for a Sales & Marketing Coordinator to assist with the inbound lead distribution to our internal and external sales teams. This multifaceted role will  manage a heavy call volume, and digital web applications. The Sales & Marketing Coordinator works directly with the sales and marketing teams managing leads, reporting conversions, assisting in pipeline management, and follow up. The Sales and Marketing Coordinator will work with the marketing team on other projects as well including social media content creation, engagement, video production, email campaigns and more.

This is an IN-OFFICE role Monday – Friday (8:30am – 5:00pm). 

What we can offer you:

• An open minded, collaborative culture
• A family like atmosphere
• An environment where “Work Hard Play Hard” is a real thing!
• A company that cares about your growth not only as an employee but as an individual
• State of the art office with an industrial, creative aesthetic
• Medical, Dental, and Vision Insurance
• 401K Retirement plan
• Paid PTO

What we’re looking for:

• A true team player. You care about the small businesses  we serve and go out of your way to support  the team with what they need to be successful.
• Dedicated and Self-Motivated
• Ability to multitask
• Strong organization & communication skills are a must
• Someone who is proud of their work and always maintains a positive attitude.
• Experience using Salesforce preferred but not required

About us

ROK Financial is a leader in commercial lending. Our goal is to help business owners generate perpetual opportunities through simple business financing.  ROK Financial is committed to establishing ROK Solid relationships with our clients, lenders, partners and employees. Through our streamlined process, revolutionary technology and educated team of experts, we support business owners ability to create new opportunities. ROK Financial is proud to empower the heartbeat of our country, our small business owners.

Click here to apply.

ROK Financial is a leader in commercial lending. Our goal is to help business owners generate perpetual opportunities through simple business financing.  ROK Financial is committed to establishing ROK Solid relationships with our clients, lenders, partners and employees. Through our streamlined process, revolutionary technology and educated team of experts, we support business owners ability to create new opportunities. ROK Financial is proud to empower the heartbeat of our country, our small business owners.

This is an exciting time to join the ROK Financial family!

We are seeking a motivated Business Development Officer to join our Business Development Team. Our Business Development team seeks out strategic partnerships, wherein professionals refer their clients to us for financing. The ideal candidate will be expected to identify and source prospective partners to further expand the company’s referral partnership network. This is an excellent growth opportunity where one can secure a prosperous, professional career.  Previous experience is not required, as we provide extensive training, education, and ongoing support.  This is an entry level sales position with opportunity to grow beyond this role, with an earning potential of over $200k a year.

We are looking for a top performer who will respond positively to mentorship from a successful, driven, and proven management team. If you are “comfortable” at your current level in life, this job is NOT for you. The candidate must present well, be likeable, and be comfortable communicating over the phone. 

What we can offer you:

• The opportunity to earn a six figure salary
• A sophisticated CRM platform to manage your partner list
• A structured department and proven process
• An open minded, collaborative culture
• A family like atmosphere and a team of like minded individuals focused on being successful
• An environment where “Work Hard Play Hard” is a real thing!
• A company that cares about your growth not only as an employee but as an individual
• State of the art office with an industrial, creative aesthetic
• Salary + Commission
• Insurance Coverage – medical, dental, vision
• 401k

What we are looking for:

• Excellent communication & presentation skills (written, verbal & listening)
• Strong passion to befriend clients and place many phone sales calls
• Demonstrated ability to convert prospects and sign relationships
• Strong problem identification and objection resolution skills
• Self-motivated and engaging level of enthusiasm
• A long term Vision for personal and company growth.
• Very effective organizational skills and the ability to manage multiple priorities

Here are a few things our current employees have said about working at ROK Financial in an anonymous survey last month:

• “My co-workers are an extension of my family. This is my home away from home! We would bend over backwards for one another and look after one another. The work that we do is challenging and we come together to get goals accomplished and move the needle. We work hard and have fun doing it, the days fly by! Senior leadership cares about everyone and has the experience, know how, and ability to move the company forward each and every day! Most people dream about finding an organization like ours. I genuinely look forward to coming to work every day. Everyone has the ability to build a CAREER for themselves here, this is not just “another job”. “
• “Thank you ROK Financial, for providing me the opportunity to learn and grow as a human. Being part of this team has helped me not only grow professionally but personally. I’ve learned to believe in myself more, be able to come to work loving the work I do every single day, and know I’m making a difference. Thank you for creating a safe space for us all during these uncertain times, for allowing us to provide for our families during these uncertain times, and for being there 24/7 during these crazy times. I don’t know what I would have done without the support of the team”
• “ROK Financial is not only a great place to work, but also a great place to make lasting friendships and memories. Our leadership team goes above and beyond to ensure the happiness of their staff, while maintaining a motivated, successful team and great work ethic.”

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