Lendistry
Business Development Representative I
Lendistry, Tustin, California, United States, 92681
Executive Summary Of ResponsibilitiesThe
Business Development Representative I
will be responsible for reviewing and following up with customers by email and phone to assist in the completion of loan packages. They will provide support for various loan products/programs.The
BDR I
will assist customers with the application process including answering questions on documents required and offers extended. They will liaison with the product support and tech teams as required. They will review and validate customer information and documentation on submitted applications.The
BDR I
may also support customers with basic servicing needs post funding.A key priority for the
BDR I
is to create a unique customer experience through outstanding service that is courteous, helpful, and informative. The
BDR I
will fulfill all calls and customer requests within established timeframes to ensure individual and team goals are achieved and maintain a thorough understanding of all product guidelines and documentation requirements to provide appropriate guidance for each customer.They may serve as point of contact for audit and compliance and will provide feedback to the product and support teams for continuous product improvement and enhanced customer experience. Some travel may be required.About LendistryLendistry 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 ResponsibilitiesManage and own individual application pipeline and achieve monthly production goals.Take inbound calls from customers to address or direct their issues or concerns. Additionally, make outbound calls to customers to drive loan and metric goals.Under direct supervision, implement changes in process and guidelines to daily production.Provide basic research and help in resolving questions or issues raised by customers, business partners, and other team members including but not limited to discrepancies, system issues, policy interpretations, and audit remediation.Support various systems projects for the business unit including system implementations, upgrades, and enhancements.Utilize scripts and email templates provided as guidelines for customer communication.Maintain thorough understanding of loan products, guidelines and required documents.Maintain the highest degree of customer satisfaction and professionalism (e.g., tone, voice inflection, word choices).Effectively utilize Salesforce to capture all activity and effectively assign tasks for follow-up to create an outstanding customer experience throughout the sales process.Review loan application packages for completeness and eligibility.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.PROFICIENCIESPassion to improve the client and colleague experience. Strong business judgement.Strong analytical and problem-solving skills (identify issues, analyze root causes, structure problem assessments, develop options and recommendations).Proven track record in achieving results; ability to coordinate and prioritize concurrent activities within deadline-driven climate.Ability to handle multiple competing matters with poise.Exceptional customer service skills. Service-dedicated and solutions-oriented mindset.Excellent verbal and written communication skills with individuals at all levels, (internally and externally).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 or as part of a team.Willingness to adapt to changing business needs and deadlines, including extended work hours.Proven ability to adjust quickly to shifting priorities, multiple demands, ambiguity, and rapid change. Ability to successfully understand and implement policies, procedures, and technology.Exhibit a professional, business-like appearance and demeanor.Strong PC skills; proficient in MS Word, Excel, and PowerPoint.Strong sense of urgency, with the ability to thrive in a fast-paced environment.Education And ExperienceHigh school diploma.Minimum 2 years of experience in a technical support and/or customer service role required.SALARY$22.41 - $30.96/Hourly, depending on location and experience.
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Business Development Representative I
will be responsible for reviewing and following up with customers by email and phone to assist in the completion of loan packages. They will provide support for various loan products/programs.The
BDR I
will assist customers with the application process including answering questions on documents required and offers extended. They will liaison with the product support and tech teams as required. They will review and validate customer information and documentation on submitted applications.The
BDR I
may also support customers with basic servicing needs post funding.A key priority for the
BDR I
is to create a unique customer experience through outstanding service that is courteous, helpful, and informative. The
BDR I
will fulfill all calls and customer requests within established timeframes to ensure individual and team goals are achieved and maintain a thorough understanding of all product guidelines and documentation requirements to provide appropriate guidance for each customer.They may serve as point of contact for audit and compliance and will provide feedback to the product and support teams for continuous product improvement and enhanced customer experience. Some travel may be required.About LendistryLendistry 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 ResponsibilitiesManage and own individual application pipeline and achieve monthly production goals.Take inbound calls from customers to address or direct their issues or concerns. Additionally, make outbound calls to customers to drive loan and metric goals.Under direct supervision, implement changes in process and guidelines to daily production.Provide basic research and help in resolving questions or issues raised by customers, business partners, and other team members including but not limited to discrepancies, system issues, policy interpretations, and audit remediation.Support various systems projects for the business unit including system implementations, upgrades, and enhancements.Utilize scripts and email templates provided as guidelines for customer communication.Maintain thorough understanding of loan products, guidelines and required documents.Maintain the highest degree of customer satisfaction and professionalism (e.g., tone, voice inflection, word choices).Effectively utilize Salesforce to capture all activity and effectively assign tasks for follow-up to create an outstanding customer experience throughout the sales process.Review loan application packages for completeness and eligibility.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.PROFICIENCIESPassion to improve the client and colleague experience. Strong business judgement.Strong analytical and problem-solving skills (identify issues, analyze root causes, structure problem assessments, develop options and recommendations).Proven track record in achieving results; ability to coordinate and prioritize concurrent activities within deadline-driven climate.Ability to handle multiple competing matters with poise.Exceptional customer service skills. Service-dedicated and solutions-oriented mindset.Excellent verbal and written communication skills with individuals at all levels, (internally and externally).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 or as part of a team.Willingness to adapt to changing business needs and deadlines, including extended work hours.Proven ability to adjust quickly to shifting priorities, multiple demands, ambiguity, and rapid change. Ability to successfully understand and implement policies, procedures, and technology.Exhibit a professional, business-like appearance and demeanor.Strong PC skills; proficient in MS Word, Excel, and PowerPoint.Strong sense of urgency, with the ability to thrive in a fast-paced environment.Education And ExperienceHigh school diploma.Minimum 2 years of experience in a technical support and/or customer service role required.SALARY$22.41 - $30.96/Hourly, depending on location and experience.
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