EXECUTIVE SUMMARY OF RESPONSIBILITIES

The Business Development Representative I SBA (BDRI) will be responsible for reviewing and submitting loan requests from small business owners.

The BDR will follow-up with customers by email and phone to ensure completion of loan packages and review product pricing and guidelines to ensure proper lending solutions. A key priority for the BDRI is to create a unique customer experience through outstanding service that is courteous, helpful, informative and deliver customer-centric solutions to meet customers’ financing needs. The BDRI will fulfill all calls and customer requests within established timeframes to ensure individual and team goals are achieved and maintain thorough understanding of all product guidelines and documentation requirements to provide appropriate guidance for each customer.

ABOUT LENDISTRY

Lendistry is the country’s largest minority-led and technology-enabled small business and commercial real estate lender with Community Development Financial Institution (CDFI) and Community Development Entity (CDE) certification. We are a national employer whose mission is to provide economic opportunities and progressive growth for small business owners and their underserved communities as a source of financing and financial education.

GENERAL RESPONSIBILITIES
• Utilize leads provided by Lendistry through both inbound and outbound calling to generate and process loan applications.
• Utilize scripts and email templates provided as guidelines for customer communication.
• Maintain thorough understanding of loan products, guidelines, and minimum required documents.
• Maintain the highest degree of customer satisfaction and professionalism (e.g., tone, voice inflection, word choices).
• Effectively utilize Salesforce to capture all customer information and activity including contact information, product need and complete ISQ, and effectively assign all tasks for follow-up to create an outstanding customer experience throughout the sales process.
• Continue to be an active and engaged learner availing yourself of all training, meetings, management coaching, communications, and internal partnerships.
• Adhere to all lending, communication, and risk management guidelines, policies, and procedures to ensure compliance and operational soundness.
• Regular attendance during business hours and reliable punctuality are essential functions of this position, and conformance with Lendistry’s time and attendance policy is a key responsibility of the employee.
• Be proficient in outsourcing requirements and refer as appropriate.
• Review loan application packages for completeness and eligibility.

PROFICIENCIES
• Excellent verbal and written communication skills.
• Exceptional customer service skills.
• Diligent follow-up skills.
• Good interpersonal skills with the ability to work effectively with individuals and groups at all organizational levels; ability to work independently as part of a team.
• Strong analytical ability with active listening skills.
• Willingness to adapt to changing business needs and deadlines, including extended work hours.
• Exhibit a professional, business-like appearance and demeanor.
• Strong sense of urgency, with the ability to thrive in a fast-paced environment.

EDUCATION AND EXPERIENCE
• High School Diploma
• Sales Experience Preferred
• Excellent Phone and Communications Skills

SALARY
• $24.00-$31.00/Hourly, depending upon location and experience.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)