Inside Sales Representative
Lendistry, Tustin, CA, United States
Lendistry is an Equal Opportunity/Affirmative Action Employer. We consider applicants without regard to race, color, religion, age, national origin, ancestry, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, veteran status, disability, genetic information, or membership in any other group protected by federal, state, or local law.
If you need assistance or accommodation due to a disability, you may contact us at hr@lendistry.com.
Lendistry does not accept unsolicited resumes from recruiters, employment agencies, or staffing firms. To conduct business with Lendistry, a Master Services Agreement (MSA) must be executed and confirmed prior to submitting any information relating to a potential candidate. Without a signed MSA, Lendistry shall not be responsible to any individual or entity for any payment relating to any form of fee or compensation.
And, in the event that a resume or candidate is submitted by a recruiter, an employment agency, or a staffing firm without a fully executed MSA, Lendistry has the unrestricted right to pursue and hire any of those candidate(s) without any legal or financial responsibility to the recruiter, agency, and/or firm.
A Day in the Life
The Inside Sales Representative (ISR)
will support the business development efforts by working primarily on internal leads generated by the Company and/or Account Executives. The role focuses on nurturing these leads, engaging with potential clients, and transitioning them into funded loans. This position is a clear path to transition into a full Business Development Officer or Account Executive role, where individuals will take on increased responsibility for growing and managing existing partnerships and participating in approved community events for the purpose of originating loans. The ISR will identify the structure of the appropriate loan products, review KYC and KYB, perform preliminary credit analysis and collect and review all minimum required documents and additional financial and other documentation as necessary for both the business and individual borrower(s) to submit the initial packaged request for processing. A key priority for the ISR is to create a unique customer experience that delivers customer-centric solutions to meet customers’ financing needs. The ISR will be the primary point of contact for both the customer and internal colleagues throughout every stage of the lending process. ISRs are change agents; passionate about ensuring that small businesses across our community have access to safe and affordable capital. Some travel may be required. Lendistry: Who We Are We’re proud to be the nation’s largest minority-led, tech-savvy lender for small businesses and commercial real estate. As a certified Community Development Financial Institution (CDFI) and Community Development Entity (CDE), our mission is all about creating economic opportunities and fueling growth for small business owners and their communities. Join us as we pave the way with innovative financing and financial education! What You’ll Be Doing Proactively manage and follow up on leads generated by the company and account executives Engage with potential clients via phone, email, and meetings to understand their needs, gather information, and assess their suitability for financing. Work to qualify leads in a timely manner adhering to timelines set by the Company, and ensures they are accurately tracked and followed up through the sales process. Maintain thorough knowledge of the loan products, loan guidelines, loan pricing, required documentation, educational resources, and other services that Lendistry offers. Use knowledge of loan products, educational resources, and other services to build relationships with small business owners and generate new loan applications. Manage company-provided leads and applications to effectively meet and exceed production goals. Review loan application packages for completeness and eligibility. Consistently reach out to target prospects to ensure loan pipelines are maintained at required levels to consistently achieve funding goals. Maintain customer experience at exemplary levels, own the customer experience throughout the entire lending process. Provide research and help in resolving questions or issues raised by customers, including but not limited to discrepancies, system issues, policy interpretations, and audit remediation. Achieve mastery level in both Salesforce and the Lendistry portal to provide an unparalleled customer technology experience to external customers and internal colleagues. Achieve quality metrics for all applications reviewed and submitted to manager and/or credit. Meet all timelines for KPIs and regulatory requirements. Effectively utilize Salesforce to capture all customer information and activity including contact information, product need and initial sales questionnaire; effectively assign all tasks for follow-up to create an outstanding customer experience throughout the sales process. Actively engage and participate in community activities that support the mission of Lendistry. Adhere to all lending, communication, and risk management guidelines, policies, and procedures to ensure compliance and operational soundness. Regularly take advantage of all learning that is offered/made available and applicable to this position to ensure product/service knowledge is maintained at a level commensurate with the requirements of this position. Build and maintain a strong rapport and working relationships with all colleagues to ensure efficiency is achieved and customer experience is the priority. Engage and manage relationships with partners who initiate contact with the company. This includes qualifying inbound inquiries, understanding partner needs, and coordinating internally to support successful onboarding and collaboration. Perform other duties assigned to support the efficient, effective operation of the department, and that help to make Lendistry the best place to work! Your Areas of Knowledge and Expertise Bachelor’s degree in business, finance, or a related field and 1-2 years’ experience. Basic understanding of small business lending is preferred. Knowledge of both SBA eligibility requirements and current SOP 50 10 and conventional small business lending. Proven track record in achieving results; ability to coordinate and prioritize concurrent activities within deadline-driven climate. Ability to fully analyze, structure and package credit transactions. Exceptional customer service skills. Service-dedicated and solutions-oriented mindset. Excellent verbal and written communication skills. Ability to act autonomously in a fast-paced environment with limited supervisory oversight in the performance of daily activities. Knowledge of business fundamentals and the business acumen to perform basic analysis of Business and Personal Tax Returns, Interim Financials, Bank Statements and Debt Schedules. Strong relationship management skills; demonstrate strong tactical business development and negotiation skills. Demonstrated ability to proactively deliver exceptional customer service, fostering strong connections with clients that lead to report business and new referrals. Post-sale relationship management is required to build a strong future network to leverage new loan sales and referrals. Strong sense of urgency, with the ability to thrive in a fast-paced environment. Strong PC skills; proficient in MS Word, Excel, and PowerPoint. Compensation Range The US base salary range for this full-time position is $30.00 - $35.00 an hour plus commission. Our salary ranges are determined by role, level, and location. The range displayed on each job posting reflects the minimum and maximum base salary for new hires for the position across all US locations. Within the range, individual pay is determined by multiple factors like job-related skills, experience, and state of residence. Your recruiter can share more about the specific salary range during the interview process. Please note that the compensation details listed in US role postings reflect the base salary only, and do not include any variable compensation elements. Physical Requirements This is a stationary position that requires frequent sitting (approximately 95%), repetitive wrist motions, grasping, speaking, listening, close vision, and the ability to adjust focus. It also may require occasional standing, lifting, carrying of 20lbs or less, walking, kneeling, bending/stooping, twisting, pulling/pushing, and reaching above the shoulder. Employees in this position must be physically able to efficiently perform the essential functions of the position. ACKNOWLEDGEMENT B.S.D. Capital, Inc. dba Lendistry is an equal employment opportunity employer committed to providing its employees, applicants and other covered persons with equal opportunities without regard to race, color, age (40 or older), religious creed (including religious belief, practice or dress and grooming practices), national origin, ancestry, physical disability, mental disability, medical condition, genetic information, marital status, sex, gender (including pregnancy, childbirth or medical condition related to pregnancy or childbirth), gender expression, gender identity, sexual orientation, military or veteran status (including past, current or prospective service), or any other characteristic protected under applicable federal, state or local law.
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will support the business development efforts by working primarily on internal leads generated by the Company and/or Account Executives. The role focuses on nurturing these leads, engaging with potential clients, and transitioning them into funded loans. This position is a clear path to transition into a full Business Development Officer or Account Executive role, where individuals will take on increased responsibility for growing and managing existing partnerships and participating in approved community events for the purpose of originating loans. The ISR will identify the structure of the appropriate loan products, review KYC and KYB, perform preliminary credit analysis and collect and review all minimum required documents and additional financial and other documentation as necessary for both the business and individual borrower(s) to submit the initial packaged request for processing. A key priority for the ISR is to create a unique customer experience that delivers customer-centric solutions to meet customers’ financing needs. The ISR will be the primary point of contact for both the customer and internal colleagues throughout every stage of the lending process. ISRs are change agents; passionate about ensuring that small businesses across our community have access to safe and affordable capital. Some travel may be required. Lendistry: Who We Are We’re proud to be the nation’s largest minority-led, tech-savvy lender for small businesses and commercial real estate. As a certified Community Development Financial Institution (CDFI) and Community Development Entity (CDE), our mission is all about creating economic opportunities and fueling growth for small business owners and their communities. Join us as we pave the way with innovative financing and financial education! What You’ll Be Doing Proactively manage and follow up on leads generated by the company and account executives Engage with potential clients via phone, email, and meetings to understand their needs, gather information, and assess their suitability for financing. Work to qualify leads in a timely manner adhering to timelines set by the Company, and ensures they are accurately tracked and followed up through the sales process. Maintain thorough knowledge of the loan products, loan guidelines, loan pricing, required documentation, educational resources, and other services that Lendistry offers. Use knowledge of loan products, educational resources, and other services to build relationships with small business owners and generate new loan applications. Manage company-provided leads and applications to effectively meet and exceed production goals. Review loan application packages for completeness and eligibility. Consistently reach out to target prospects to ensure loan pipelines are maintained at required levels to consistently achieve funding goals. Maintain customer experience at exemplary levels, own the customer experience throughout the entire lending process. Provide research and help in resolving questions or issues raised by customers, including but not limited to discrepancies, system issues, policy interpretations, and audit remediation. Achieve mastery level in both Salesforce and the Lendistry portal to provide an unparalleled customer technology experience to external customers and internal colleagues. Achieve quality metrics for all applications reviewed and submitted to manager and/or credit. Meet all timelines for KPIs and regulatory requirements. Effectively utilize Salesforce to capture all customer information and activity including contact information, product need and initial sales questionnaire; effectively assign all tasks for follow-up to create an outstanding customer experience throughout the sales process. Actively engage and participate in community activities that support the mission of Lendistry. Adhere to all lending, communication, and risk management guidelines, policies, and procedures to ensure compliance and operational soundness. Regularly take advantage of all learning that is offered/made available and applicable to this position to ensure product/service knowledge is maintained at a level commensurate with the requirements of this position. Build and maintain a strong rapport and working relationships with all colleagues to ensure efficiency is achieved and customer experience is the priority. Engage and manage relationships with partners who initiate contact with the company. This includes qualifying inbound inquiries, understanding partner needs, and coordinating internally to support successful onboarding and collaboration. Perform other duties assigned to support the efficient, effective operation of the department, and that help to make Lendistry the best place to work! Your Areas of Knowledge and Expertise Bachelor’s degree in business, finance, or a related field and 1-2 years’ experience. Basic understanding of small business lending is preferred. Knowledge of both SBA eligibility requirements and current SOP 50 10 and conventional small business lending. Proven track record in achieving results; ability to coordinate and prioritize concurrent activities within deadline-driven climate. Ability to fully analyze, structure and package credit transactions. Exceptional customer service skills. Service-dedicated and solutions-oriented mindset. Excellent verbal and written communication skills. Ability to act autonomously in a fast-paced environment with limited supervisory oversight in the performance of daily activities. Knowledge of business fundamentals and the business acumen to perform basic analysis of Business and Personal Tax Returns, Interim Financials, Bank Statements and Debt Schedules. Strong relationship management skills; demonstrate strong tactical business development and negotiation skills. Demonstrated ability to proactively deliver exceptional customer service, fostering strong connections with clients that lead to report business and new referrals. Post-sale relationship management is required to build a strong future network to leverage new loan sales and referrals. Strong sense of urgency, with the ability to thrive in a fast-paced environment. Strong PC skills; proficient in MS Word, Excel, and PowerPoint. Compensation Range The US base salary range for this full-time position is $30.00 - $35.00 an hour plus commission. Our salary ranges are determined by role, level, and location. The range displayed on each job posting reflects the minimum and maximum base salary for new hires for the position across all US locations. Within the range, individual pay is determined by multiple factors like job-related skills, experience, and state of residence. Your recruiter can share more about the specific salary range during the interview process. Please note that the compensation details listed in US role postings reflect the base salary only, and do not include any variable compensation elements. Physical Requirements This is a stationary position that requires frequent sitting (approximately 95%), repetitive wrist motions, grasping, speaking, listening, close vision, and the ability to adjust focus. It also may require occasional standing, lifting, carrying of 20lbs or less, walking, kneeling, bending/stooping, twisting, pulling/pushing, and reaching above the shoulder. Employees in this position must be physically able to efficiently perform the essential functions of the position. ACKNOWLEDGEMENT B.S.D. Capital, Inc. dba Lendistry is an equal employment opportunity employer committed to providing its employees, applicants and other covered persons with equal opportunities without regard to race, color, age (40 or older), religious creed (including religious belief, practice or dress and grooming practices), national origin, ancestry, physical disability, mental disability, medical condition, genetic information, marital status, sex, gender (including pregnancy, childbirth or medical condition related to pregnancy or childbirth), gender expression, gender identity, sexual orientation, military or veteran status (including past, current or prospective service), or any other characteristic protected under applicable federal, state or local law.
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