NewtekOne (NASDAQ: NEWT) · 17 hours ago
Customer Service Representative – Lending
United States
Full-time
Remote
New Grad, Entry Level
$45K/yr - $55K/yrNewtekOne is a financial holding company providing a wide range of business and financial solutions to the SMB market. They are seeking a Customer Service Representative for their Lending division to conduct outbound calls, manage incoming calls, and provide exceptional customer service while promoting Newtek's business products.
Financial Services
Responsibilities
Conduct outbound calls to assigned prospective clients to qualify the call for a meeting with a Business Service Specialist
Answer incoming phone calls for all Newtek divisions as applicable, direct calls to appropriate department
Interact with customers by way of telephone or email in a professional manner
Provide outstanding professional customer service
Use Newtracker (internal system) to enter client information and assign to appropriate department with regard to distributing workload evenly
Use Newtracker (internal system) daily to manage and update the pipeline of prospects and potential sales leads in a timely manner
Provide direct bridge to alliance partner call center, as well as Newtek division teams
Serve as quality assurance checkpoint, alerting appropriate parties of any issues or suspected issues
If an opportunity presents itself, cross sell other Newtek services to a new or existing customer with the belief that you are creating a partnership and serving the customer by introducing them to additional products or services that assist the business owner in increasing sales, reducing expenses and minimizing risk
Provide timely and accurate status of assigned referrals to Management
Maintain strong knowledge base of all Newtek business units as they relate to Lending
Properly explain the products and services to prospective customers when making appointments
Follow-up/respond to all sales leads generated in our system to increase sales
Qualification
Required
Conduct outbound calls to assigned prospective clients to qualify the call for a meeting with a Business Service Specialist
Answer incoming phone calls for all Newtek divisions as applicable, direct calls to appropriate department
Interact with customers by way of telephone or email in a professional manner
Provide outstanding professional customer service
Use Newtracker (internal system) to enter client information and assign to appropriate department with regard to distributing workload evenly
Use Newtracker (internal system) daily to manage and update the pipeline of prospects and potential sales leads in a timely manner
Provide direct bridge to alliance partner call center, as well as Newtek division teams
Serve as quality assurance checkpoint, alerting appropriate parties of any issues or suspected issues
If an opportunity presents itself, cross sell other Newtek services to a new or existing customer with the belief that you are creating a partnership and serving the customer by introducing them to additional products or services that assist the business owner in increasing sales, reducing expenses and minimizing risk
Provide timely and accurate status of assigned referrals to Management
Maintain strong knowledge base of all Newtek business units as they relate to Lending
Properly explain the products and services to prospective customers when making appointments
Follow-up/respond to all sales leads generated in our system to increase sales
Computer literate: Proficient with Microsoft Office suite
Strong listening, verbal, and written communication skills are essential
Excellent attention to detail, follow up, and problem solving ability
Excellent work ethic and ability to work flexible hours and days (Including holidays and weekends)
Ability to adapt to a rapidly changing work environment
Proven experience as an appointment setter, sales representative, or similar will be advantageous
Ability to handle large volumes of incoming and outbound calls daily
Self-motivating and great team work attitude
Ability to quickly learn about company products or services
Ability to meet deadlines and plan accordingly
Company
NewtekOne (NASDAQ: NEWT)
NewtekOne has helped businesses grow since 1998.
Founded in 1998
201-500 employees
Funding
Current Stage
Public CompanyTotal Funding
$712.08MKey Investors
Patriot Financial Partners
2026-01-21Post Ipo Debt· $295M
2025-09-16Post Ipo Equity· $10M
2025-08-25Post Ipo Equity· $48.36M
Leadership Team
Barry Sloane
Founder, President and CEO
Recent News
GlobeNewswire
2026-01-22
2025-12-01
MarketScreener
2025-12-01
Company data provided by crunchbase