Job Summary
We are seeking an energetic and motivated Business Funding Sales Representative (Inside Sales) to join our dynamic team. In this role, you will be responsible for engaging with prospective clients, understanding their financial needs, and providing tailored funding solutions to help grow their businesses. Your proactive approach and excellent communication skills will drive new business opportunities, foster strong client relationships, and contribute to our company’s growth in the financial services sector. This position offers a fast-paced environment where your sales expertise and industry knowledge will make a significant impact.
Duties
- Actively reach out to potential clients via phone, email, and digital channels to promote funding products and services
- Conduct thorough needs assessments by understanding clients’ financial situations, credit profiles, and business goals
- Present compelling funding options aligned with client requirements while ensuring compliance with loan regulations such as TILA (Truth in Lending Act) and Fair Housing regulations
- Negotiate terms and conditions of funding agreements to secure mutually beneficial deals
- Utilize Loan Origination Systems (LOS), financial software, and QuickBooks to process applications efficiently and accurately
- Maintain detailed records of client interactions, loan applications, and approval statuses in accordance with industry standards
- Build strong relationships through excellent customer service, ongoing communication, and follow-up to ensure client satisfaction and retention
Requirements
- Proven experience in sales within the financial services or mortgage lending industry, including loan origination or retail lending roles
- Strong negotiation skills coupled with a deep understanding of mortgage servicing, underwriting, and compliance with loan regulations such as FNMA (Fannie Mae standards) and TILA
- Knowledge of industry-specific software including Loan Origination Systems (LOS), accounting software, and financial analysis tools like Quicken
- Familiarity with banking regulations, mortgage services, escrow processes, and credit analysis techniques
- Excellent math skills for credit assessment, financial calculations, and basic accounting tasks
- Exceptional client communication skills with the ability to build rapport quickly and effectively manage relationships
- Ability to analyze commercial lending risks, perform credit analysis, and understand mortgage processing workflows
- High proficiency in typing (minimum 10 key), attention to detail, and organizational skills for managing multiple client files simultaneously
Join us if you’re passionate about helping businesses secure vital funding while adhering to industry standards. Bring your sales expertise, industry knowledge of financial regulations, and commitment to outstanding customer service to a role where you can truly make a difference!
Pay: From $53,266.59 per year
Work Location: In person
