The Inside Sales Representative will call past approved leads to re-engage and restart loan applications, guiding borrowers through the process. They will consistently follow up via phone, SMS, and email to drive document resubmission and overcome objections.
Job Overview: Are you the kind of person who can turn a “maybe later” into a confident “let’s go”?
Do you thrive on calls, follow-ups, and closing the loop on warm leads?
Can you revive stalled loan applications and guide borrowers smoothly to the finish line?
We’re looking for a driven, phone-savvy sales professional to re-engage approved leads, overcome objections, and get deals moving again. You’ll be calling, texting, emailing and most importantly, closing.
You might be a great fit if you:
Core Tasks:
Call past approved leads re-engage and restart loan applications
Explain missing or expired doc requirements and guide borrowers on next steps
Follow up consistently via phone, SMS, and email to drive document resubmission
Overcome objections related to timing, rate changes, and documentation friction
Rebuild urgency by communicating updated options, timelines, and approval benefits
Maintain daily call volume and activity targets while prioritizing high-intent leads
Track and report on key outreach and close metrics on a regular basis
Perform other tactical sales and sales-marketing related tasks as needed
Must-Haves:
3+ years experience in a phone-heavy inside sales role (preferably in lending)
Experience using Kixie or similar phone dialer tools
Demonstrated experience achieving and exceeding quota in a sales outreach role
1+ years experience using Docusign and Salesforce
Exceptional written and verbal English communication skills
Ability to work full-time EST
Nice to have:
Experience selling lending products or other financial services
“I was the first applicant for a remote marketing position that got listed on the company website the same day I applied. Had an interview within 48 hours!”
— Sarah J.
·
Marketing Manager
★★★★★
Verified
