Inside Sales Representative

Overview

Inside Sales Representative Jobs in Warren, USA at Lendistry

Lendistry is an Equal Opportunity/Affirmative Action Employer. We consider applicants without regard to race, color, religion, age, national origin, ancestry, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, veteran status, disability, genetic information, or membership in any other group protected by federal, state, or local law.
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About Lendistry

We’re the nation’s largest minority‑led, tech‑savvy lender for small businesses and commercial real estate. As a certified Community Development Financial Institution (CDFI) and Community Development Entity (CDE), our mission is to create economic opportunities and fuel growth for small business owners and their communities.

Position Overview

The Inside Sales Representative (ISR) supports business development by working primarily on internal leads generated by the company and account executives. The role focuses on nurturing leads, engaging with potential clients, and transitioning them into funded loans. This position is a clear path to grow into a full Business Development Officer or Account Executive, where responsibilities expand to managing partnerships and participating in community events for loan origination.

Responsibilities

• Proactively manage and follow up on leads generated by the company and account executives.
• Engage with potential clients via phone, email, and meetings to understand their needs, gather information, and assess their suitability for financing.
• Qualify leads in a timely manner, adhering to company timelines, and ensure accurate tracking throughout the sales process.
• Maintain thorough knowledge of loan products, guidelines, pricing, required documentation, educational resources, and other services offered by Lendistry.
• Build relationships with small business owners and generate new loan applications.
• Manage company‑provided leads and applications to meet and exceed production goals.
• Review loan application packages for completeness and eligibility.
• Consistently outreach to target prospects to maintain loan pipelines at required levels and achieve funding goals.
• Deliver an exemplary customer experience throughout the entire lending process.
• Provide research and help resolve customer questions or issues, including discrepancies, system issues, policy interpretations, and audit remediation.
• Master Salesforce and the Lendistry portal to provide an unparalleled customer technology experience.
• Meet quality metrics for all applications reviewed and submitted to manager and/or credit.
• Meet all timelines for KPIs and regulatory requirements.
• Effectively capture all customer information and activity in Salesforce, assigning tasks to create an outstanding customer experience.
• Actively engage in community activities that support the mission of Lendistry.
• Adhere to all lending, communication, and risk management guidelines, policies, and procedures.
• Take advantage of available learning to maintain product/service knowledge.
• Build and maintain strong rapport with colleagues to ensure efficiency and prioritize customer experience.
• Manage relationships with partners who initiate contact with the company, qualifying inbound inquiries and coordinating internal support.
• Perform other duties as assigned to support departmental efficiency.

Qualifications

• Bachelor’s degree in business, finance, or a related field and 1‑2 years’ experience.
• Basic understanding of small business lending is preferred.
• Knowledge of SBA eligibility requirements, SOP 50, 10, and conventional small business lending.
• Proven track record of achieving results; ability to coordinate and prioritize concurrent activities within a deadline‑driven climate.
• Ability to fully analyze, structure, and package credit transactions.
• Exceptional customer service skills with a solutions‑oriented mindset.
• Excellent verbal and written communication skills.
• Ability to work autonomously in a fast‑paced environment with limited supervisory oversight.
• Knowledge of business fundamentals and the competency to analyze Business and Personal Tax Returns, Interim Financials, Bank Statements, and Debt Schedules.

Title: Inside Sales Representative

Company: Lendistry

Location: Warren, USA

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