Business Loan Lead Generation Executive

Responsibilities

• Generate qualified leads through outbound calls, online research, social media, and referrals
• Screen potential applicants based on company 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 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
• Minimum 15 Mbps primary internet connection and 10 Mbps backup
• Desktop/laptop with Intel Core i5 (8th gen+) or AMD Ryzen 5 and 8 GB RAM
• Noise-canceling USB headset and webcam
• Quiet, dedicated home office space

Benefits

• Inclusive and innovative culture
• Opportunities for professional growth and learning
• Remote work flexibility
• Work-life balance with no commute