Business Loan Lead Generation Executive Job at Crewbloom, United States

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  • Crewbloom
  • United States

Job Description

The Role

Generate qualified leads through outbound calls, online research, social media, referrals, and other lead generation channels.

Screen potential applicants based on the company's qualification criteria.

Verify customer eligibility before passing leads to the sales team.

Maintain accurate records of prospects in the CRM.

Follow up with interested prospects to nurture and convert them into qualified appointments.

Coordinate with the sales team to ensure smooth lead handover.

Achieve weekly and monthly lead generation targets.

Ensure compliance with data privacy and lending regulations.

Requirements

  • 1–3 years of experience in business loan, mortgage, banking, or financial product lead generation.
  • Experience working with loan brokers, NBFCs, banks, or fintech companies is an advantage.
  • Experience in financial services, lending, or loan lead generation preferred.
  • Strong communication and persuasion skills.
  • Excellent telephone etiquette.
  • Familiarity with CRM software.
  • Good internet research skills.
  • Ability to qualify leads using predefined criteria.
  • Self-motivated with a target-oriented mindset.

Benefits

Join Our Dynamic Team: Experience our fun, inclusive, innovative culture that values your unique contributions and supports your professional growth.

Embrace the Opportunities: Seize daily chances to learn, innovate, and excel. Make a real impact in your field.

Limitless Career Growth: Unlock a world of possibilities and resources to propel your career forward.

Fast-Paced Thrills: Thrive in a high-energy, engaging atmosphere. Embrace challenges and reap stimulating rewards.

Flexibility, Your Way: Embrace the freedom to work from home or any location of your choice. Create your ideal work environment.

Work-Life Balance at Its Best: Say goodbye to stressful commutes and hello to quality time with loved ones. Achieve a healthy work-life integration to perform at your best.

Job Tags

Work from home

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