Truliant Federal Credit Union

The BDO is responsible for externally sourcing and originating SBA 7(a) loans by developing partnerships with professional referral sources. They manage the entire process from initial deal screening and structuring to coordinating with internal underwriters for closing.

Design, develop, and maintain conversational AI solutions and workflows using the Kore.ai platform. Integrate bots with enterprise systems and refine NLP models to improve member interaction and digital service capabilities.

The Sales Executive is responsible for identifying new business opportunities, building relationships with clients, and negotiating contracts to achieve sales targets. They must also monitor market trends and collaborate with internal teams to ensure successful service delivery.

The Sales Executive is responsible for establishing business relationships, identifying sales opportunities, and managing a pipeline of potential clients. They will negotiate contracts, deliver presentations, and collaborate with internal teams to ensure the successful delivery of premium finance solutions.

The Sales Executive is responsible for establishing business relationships, identifying sales opportunities, and negotiating contracts to expand the customer base. They must also monitor market trends and collaborate with internal teams to ensure smooth service delivery and client onboarding.