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Account Executive
Oversee the entire loan process from initial customer contact to closing of the loan.
New York
Mid-Level
$120,000 - 150,000 USD / year
5 days ago
Lendio
Lendio helps small businesses secure funding through a streamlined and efficient platform.
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✨ About The Role
- The Account Executive will manage the sales process from start to close, ensuring a smooth experience for clients.
- Responsibilities include understanding capital loan requirements and analyzing business plans.
- The role involves conducting thorough need-analysis with borrowers and creating ROI for various capital options.
- The candidate will oversee the entire loan process from initial contact to closing.
- Daily tasks will include placing 60-100 calls to warm leads to drive sales.
⚡ Requirements
- The ideal candidate will have a background in inside sales, B2B sales, banking, lending, or financial services.
- A strong ability to analyze and comprehend complex financial data is essential for success in this role.
- The candidate should be self-motivated and highly organized, capable of managing multiple tasks effectively.
- Excellent verbal and written communication skills are necessary to engage with clients and negotiate terms.
- Previous experience in converting warm leads into repeat clients will be a significant advantage.
About Lendio
Lendio helps small businesses secure funding through a streamlined and efficient platform.