Intogreat Solutions · 2 weeks ago
US Business Loan Development Representative \- Work From Home
United States
Full-time
Remote
Mid Level
3+ years expIntogreat Solutions is a company focused on mortgage services, and they are seeking a US Business Loan Development Representative to manage their digital marketing ecosystem and provide exceptional client experiences. The role involves overseeing marketing operations, guiding borrowers through the document collection process, and ensuring all files are organized for lender review.
Business DevelopmentInformation TechnologyOutsourcingTraining
Responsibilities
LinkedIn Strategy: Manage the firm's LinkedIn presence using automation tools to connect with prospects and book discovery calls for the Strategic Loan Advisors
Email Campaigns: Execute and monitor cold email sequences, managing "replies" and booking appointments into the sales calendar
Top-of-Funnel Nurture: Re-engage "lost" or "cold" leads in the CRM through monthly newsletters or value-based follow-ups to maintain a warm pipeline
White-Glove Onboarding: Serve as the primary point of contact once a Strategic Loan Advisor hand-off occurs. You guide the borrower through the complex document collection process with empathy and professionalism
Friction Removal: Proactively assist borrowers in navigating technical hurdles (e.g., pulling specific tax schedules) to minimize "document fatigue."
Status Transparency: Provide consistent updates to the borrower, ensuring they never feel "lost" while the lender reviews their file
Document Scrubbing & Organization: Beyond the "Big 3," you architect the full document set required by specific lenders. You ensure all files are clearly named, logically structured, and 100% complete before submission
Submission Packaging: Package the borrower's data into the lender's specific application format, ensuring it meets all administrative requirements for immediate approval
Stipulation Management: Act as the primary liaison between the lender’s closing team and the borrower to gather any additional items requested by underwriters
Closing Coordination: Verify final document signing and ensure funding has been successfully wired to the borrower’s account
Qualification
Required
Ideally 3-4 years of relevant 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
Work-Life Balance Support
Career Growth and Development
Supportive Leadership
Company
Intogreat Solutions
Intogreat Solutions provides business offshoring consultancy services.
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Adam Conrad
Managing Director
Company data provided by crunchbase