- Conduct high-volume outreach (120–200 calls per day) to prior customers seeking additional capital
- Communicate via phone, email, and text to assist past clients with new financing applications
- Identify client needs and align them with appropriate product offerings
- Re-engage previous customers to understand their experience and generate repeat business
- Maintain accurate and up-to-date lead statuses within the CRM system
- Demonstrate resourcefulness and creativity in problem-solving and task completion
- Collaborate with Senior Sales Representatives by transferring qualified prospects for closing
Analytical SkillsCRM