Job Description

Key Responsibilities: Generate and manage in-house leads from business owners seeking financing. Interface with small business owners to assess their financing needs and recommend suitable financing solutions. Guide prospective clients through the financing process, from pre- qualification to closing. Handle documentation, coordinate with internal teams, and resolve customer queries efficiently. Demonstrate the ability to close deals while meeting customer expectations. Conduct rigorous follow-ups and closely monitor all stages of renewals, including contacting delinquent customers or those eligible for additional funding. Work with customers to ensure timely repayment, negotiate new payment terms, and address other collection-related issues. Track promised payments to ensure receipt. Use Sales and Collections portals to monitor progress. Maintain high call volumes, adhere to renewal and collection call models and performance standards, and utilize skip tracing for default customers. Develop strategies to increase collections and manage outstanding accounts. Collaborate effectively with team members and supervisors to ensure smooth departmental operations. Meet crucial deadlines consistently. Work closely with credit underwriters during the underwriting process. Communicate and follow up with clients regularly. Meet or exceed team productivity goals. Ensure high levels of client satisfaction by providing prompt responses and solutions to their challenges. Possess strong phone contact handling skills and active listening abilities.