Customer Service Representative - Lending

Job Summary

To support the Lending division, the full-time Customer Service Representative - Lending will conduct outbound calls to prospective clients, manage incoming calls, and facilitate communication between clients and Business Service Specialists while providing exceptional customer service.

Key responsibilities:

• Conduct outbound calls to qualify prospective clients for meetings with Business Service Specialists
• Answer and direct incoming calls to the appropriate department and manage client information using the internal system
• Cross-sell additional Newtek services to enhance customer partnerships and support business growth

Required qualifications:

• Proficient in Microsoft Office suite
• Experience as an appointment setter, sales representative, or similar role is advantageous
• Ability to handle a high volume of calls daily
• Strong knowledge base of business lending products and services
• Flexibility to work varying hours, including holidays and weekends