Customer Service Representative – Lending

Newtek One

4d•$45,000 - $55,000

About The Position

NewtekOne®, Your Business Solutions Company®, is a financial holding company, which along with its bank and non-bank consolidated subsidiaries, provides a wide range of business and financial solutions under the Newtek® brand to the small- and medium-sized business ("SMB") market. Since 1999, Newtek has provided state-of-the-art, cost-efficient products and services and efficient business strategies to SMB relationships across all 50 states to help them grow their sales, control their expenses, and reduce their risk. Newtek's and its subsidiaries' business and financial solutions include: banking (Newtek Bank, N.A.), Business Lending, Electronic Payment Processing, Technology Solutions (Cloud Computing, Data Backup, Storage and Retrieval, IT Consulting), eCommerce, Accounts Receivable Financing & Inventory Financing, Insurance Solutions, Web Services, and Payroll and Benefits Solutions. Small Business Lending LLC is looking to add a Customer Service Representative - Lending to its team. As a Customer Service Representative for the Lending division, responsibilities will include outbound dialing and promoting general information that pertains to Newtek's business products and current campaigns! Utilizing our internal system as a guide for following up on incoming leads as well as acting as a direct bridge between the client and the Business Service Specialist. In addition, you will direct and control the flow of incoming calls, gathering basic contact information whenever possible, assigning clients to the appropriate specialist.

Requirements

Computer literate: Proficient with Microsoft Office suite
Strong listening, verbal, and written communication skills are essential
Excellent attention to detail, follow up, and problem solving ability
Excellent work ethic and ability to work flexible hours and days (Including holidays and weekends)
Ability to adapt to a rapidly changing work environment
Proven experience as an appointment setter, sales representative, or similar will be advantageous.
Ability to handle large volumes of incoming and outbound calls daily
Self-motivating and great team work attitude
Ability to quickly learn about company products or services
Ability to meet deadlines and plan accordingly

Responsibilities

Conduct outbound calls to assigned prospective clients to qualify the call for a meeting with a Business Service Specialist
Answer incoming phone calls for all Newtek divisions as applicable, direct calls to appropriate department
Interact with customers by way of telephone or email in a professional manner
Provide outstanding professional customer service
Use Newtracker (internal system) to enter client information and assign to appropriate department with regard to distributing workload evenly
Use Newtracker (internal system) daily to manage and update the pipeline of prospects and potential sales leads in a timely manner
Provide direct bridge to alliance partner call center, as well as Newtek division teams
Serve as quality assurance checkpoint, alerting appropriate parties of any issues or suspected issues
If an opportunity presents itself, cross sell other Newtek services to a new or existing customer with the belief that you are creating a partnership and serving the customer by introducing them to additional products or services that assist the business owner in increasing sales, reducing expenses and minimizing risk
Provide timely and accurate status of assigned referrals to Management
Maintain strong knowledge base of all Newtek business units as they relate to Lending
Properly explain the products and services to prospective customers when making appointments
Follow-up & respond to all sales leads generated in our system to increase sales