Descripción del puesto
As a funding advisor, you will be responsible for fielding inbound calls transferred over by other call centers overseas, or any form of marketing that our company partakes in. The following process would be the job responsibility of a funding advisor:
TASKS
- Receive 20-30 inbound calls a day from various marketing sources with people inquiring about working capital for their business.
- Qualify the client based on company’s underwriting guidelines.
- Advise the client on the types of programs that we have available (if qualified as per the prior bullet).
- Guide the client through the submission process with our company
- Update clients into the our company CRM or spreadsheet as necessary for tracking purposes.
- Follow up with the client to ensure he/she received the documents provided from you to apply for funding, and if necessary aid in helping the client to get the documents over to you.
Requisitos
- At least 1 year in sales experience - Must enjoy doing sales
- Fluent in English.
- Must be comfortable taking rejection on the phone
- Team Player
- Ability to multitask