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Intogreat Solutions · 11 hours ago

US Business Loan Development Representative \- Work From Home

United States

Full-time

Remote

Mid Level

3+ years exp

Intogreat Solutions is a company in the mortgage industry seeking a US Business Loan Development Representative. This role involves managing the firm's digital marketing ecosystem, providing a supportive client experience during the funding process, and ensuring proper documentation for lenders.

Business DevelopmentInformation TechnologyOutsourcingTraining

Responsibilities

Manage the firm's LinkedIn presence using automation tools to connect with prospects and book discovery calls for the Strategic Loan Advisors

Execute and monitor cold email sequences, managing "replies" and booking appointments into the sales calendar

Re-engage "lost" or "cold" leads in the CRM through monthly newsletters or value-based follow-ups to maintain a warm pipeline

Serve as the primary point of contact once a Strategic Loan Advisor hand-off occurs

Guide the borrower through the complex document collection process with empathy and professionalism

Proactively assist borrowers in navigating technical hurdles (e.g., pulling specific tax schedules) to minimize "document fatigue."

Provide consistent updates to the borrower, ensuring they never feel "lost" while the lender reviews their file

Architect the full document set required by specific lenders

Ensure all files are clearly named, logically structured, and 100% complete before submission

Package the borrower's data into the lender's specific application format, ensuring it meets all administrative requirements for immediate approval

Act as the primary liaison between the lender’s closing team and the borrower to gather any additional items requested by underwriters

Verify final document signing and ensure funding has been successfully wired to the borrower’s account

Qualification

Financial Document FamiliarityTech-Stack ProficiencyArchitectural PrecisionFlawless Written EnglishProject Management Skills

Required

3-5 years of work experience

Financial Document Familiarity: Ability to recognize and categorize complex business documents (Tax Returns, P&Ls, Articles of Incorporation) and ensure they are complete

Tech-Stack Proficiency: Experience with marketing automation (e.g., Apollo, Instantly, Sales Navigator) and CRM management (Pipedrive/Salesforce)

Architectural Precision: A 'Zero-Error' mindset regarding file organization and naming conventions to maintain high institutional credibility with lenders

Flawless Written English: Exceptional written communication for managing high-level Email and LinkedIn outreach

Project Management Skills: Ability to manage 10-15 active loan files at various stages of the lifecycle simultaneously

Benefits

Competitive Compensation Package: An attractive salary and comprehensive benefits aligned with market standards.

Work-Life Balance Support: Paid time off, wellness programs, and initiatives designed to enhance employees' work-life balance and personal productivity.

Career Growth and Development: Opportunities for training and development to help employees advance their skills and grow within the company.

Supportive Leadership: A collaborative environment with leaders who provide guidance, mentorship, and recognition to empower employees in their roles.