Sales Development Representative

About the Role

The Sales Development Representative is an entry-level position responsible for making and answering calls to loan applicants through an automated dialer to qualify and collect basic client information to determine eligibility for National Funding programs. This role serves as the first point of contact with potential clients and involves handling a high volume of calls daily.

Key Responsibilities

• Engage with loan applicants through high volume outbound calling, texting, and emailing.
• Establish connections with customers over the phone, building trust through responsive service and understanding their needs.
• Listen attentively to customer questions and provide knowledgeable and insightful answers to encourage application completion.
• Obtain complete and accurate customer information and other necessary details, entering all information accurately into the designated database.
• Maintain clear records of all conversations in the designated database.
• Follow communication scripts and advertise products to interested customers professionally and honestly, adhering to regulatory standards.
• Maintain a high level of product knowledge to effectively communicate features and benefits of services offered.
• Stay updated on company products, services, and industry trends through ongoing training.
• Maintain confidentiality of all customer Personally Identifiable Information (PII) and Company records.
• Assist in the sales process, address customer inquiries, answer questions about loan applications, and collect required loan package documents.
• Present pertinent information to the credit team to streamline the credit approval process.

Requirements & Tech Stack

• Proficient in MS Office.
• Experience in CRM software (e.g., Salesforce) is a plus.

Qualifications

• High school diploma required; undergraduate degree preferred.
• Strong and confident voice on the phone with the ability to take control of calls and build rapport with potential clients at first contact.
• Independent and go-getter mindset with a clear sense of urgency.
• Great follow-up and organizational qualities.
• Ability to perform basic calculations and mathematical figures.
• Strong attention to detail, with the ability to multitask and prioritize tasks effectively.
• Professional demeanor and excellent phone etiquette.
• Effective verbal, written, and listening communication skills.
• Strong interpersonal skills with a customer-focused approach.
• Ability to collaborate with all levels of the organization and adapt to changing priorities.
• Able to work a flexible schedule.