Job Description
- JOB QUALIFICATION
- Utilize various channels to prospect and generate leads, including outbound calls, emails, and social media platforms.
- Initiate contact with potential clients, effectively communicating our value proposition and understanding their financial needs.
- Qualify leads and gather essential information to create comprehensive profiles for the Sales team.
- Collaborate closely with the Sales and Marketing teams to optimize lead generation strategies and improve outreach effectiveness.
- Maintain accurate and up-to-date records of interactions with prospects using CRM software.
- Continuously educate oneself on our products, services, and industry trends to present solutions effectively.
- JOB DESCRIPTION
- 1+ year of experience in a call center banking, financial services, or lending (hard money/private lending strongly preferred).
- Solid understanding of lending regulations, underwriting standards, and loan structuring.
- Demonstrated ability to assess creditworthiness, analyze collateral, and review financial documents with accuracy.
- Strong communication, negotiation, and relationship-management skills.
- Highly detail-oriented and organized, with excellent documentation and record-keeping practices.
Job Type: Full-time
- Application Question(s):
- Do you have at least 1 year of experience in banking, financial services, or lending within a BPO setting?
Work Location: Remote
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