Job Overview:
Are you the kind of person who can turn a maybe later into a confident let's go
Do you thrive on calls, follow-ups, and closing the loop on warm leads
Can you revive stalled loan applications and guide borrowers smoothly to the finish line
We're looking for a driven, phone-savvy sales professional to re-engage approved leads, overcome objections, and get deals moving again. You'll be calling, texting, emailing and most importantly, closing.
You might be a great fit if you:
Core Tasks:
- Call past approved leads re-engage and restart loan applications
- Explain missing or expired doc requirements and guide borrowers on next steps
- Follow up consistently via phone, SMS, and email to drive document resubmission
- Overcome objections related to timing, rate changes, and documentation friction
- Rebuild urgency by communicating updated options, timelines, and approval benefits
- Maintain daily call volume and activity targets while prioritizing high-intent leads
- Track and report on key outreach and close metrics on a regular basis
- Perform other tactical sales and sales-marketing related tasks as needed
Must-Haves:
- 3+ years experience in a phone-heavy inside sales role (preferably in lending)
- Experience using Kixie or similar phone dialer tools
- Demonstrated experience achieving and exceeding quota in a sales outreach role
- 1+ years experience using Docusign and Salesforce
- Exceptional written and verbal English communication skills
- Ability to work full-time EST
Nice to have:
- Experience selling lending products or other financial services
