Lendistry · 7 hours ago
Inside Sales Representative
Tustin, CA
Full-time
Onsite
Entry Level
$30/hr - $35/hr
1+ years expLendistry is a mission-driven fintech company focused on providing opportunities for small business owners and their communities. The Inside Sales Representative will support business development by nurturing internal leads and engaging potential clients to transition them into funded loans, while ensuring a unique customer experience throughout the lending process.
FinanceFinancial ServicesFinTechLending
Responsibilities
Proactively manage and follow up on leads generated by the company and account executives
Engage with potential clients via phone, email, and meetings to understand their needs, gather information, and assess their suitability for financing
Work to qualify leads in a timely manner adhering to timelines set by the Company, and ensures they are accurately tracked and followed up through the sales process
Maintain thorough knowledge of the loan products, loan guidelines, loan pricing, required documentation, educational resources, and other services that Lendistry offers. Use knowledge of loan products, educational resources, and other services to build relationships with small business owners and generate new loan applications
Manage company-provided leads and applications to effectively meet and exceed production goals
Review loan application packages for completeness and eligibility
Consistently reach out to target prospects to ensure loan pipelines are maintained at required levels to consistently achieve funding goals
Maintain customer experience at exemplary levels, own the customer experience throughout the entire lending process
Provide research and help in resolving questions or issues raised by customers, including but not limited to discrepancies, system issues, policy interpretations, and audit remediation
Achieve mastery level in both Salesforce and the Lendistry portal to provide an unparalleled customer technology experience to external customers and internal colleagues
Achieve quality metrics for all applications reviewed and submitted to manager and/or credit
Meet all timelines for KPIs and regulatory requirements
Effectively utilize Salesforce to capture all customer information and activity including contact information, product need and initial sales questionnaire; effectively assign all tasks for follow-up to create an outstanding customer experience throughout the sales process
Actively engage and participate in community activities that support the mission of Lendistry
Adhere to all lending, communication, and risk management guidelines, policies, and procedures to ensure compliance and operational soundness
Regularly take advantage of all learning that is offered/made available and applicable to this position to ensure product/service knowledge is maintained at a level commensurate with the requirements of this position
Build and maintain a strong rapport and working relationships with all colleagues to ensure efficiency is achieved and customer experience is the priority
Engage and manage relationships with partners who initiate contact with the company. This includes qualifying inbound inquiries, understanding partner needs, and coordinating internally to support successful onboarding and collaboration
Perform other duties assigned to support the efficient, effective operation of the department, and that help to make Lendistry the best place to work!
Qualification
Required
Bachelor's degree in business, finance, or a related field and 1-2 years' experience
Proven track record in achieving results; ability to coordinate and prioritize concurrent activities within deadline-driven climate
Ability to fully analyze, structure and package credit transactions
Exceptional customer service skills. Service-dedicated and solutions-oriented mindset. Excellent verbal and written communication skills
Ability to act autonomously in a fast-paced environment with limited supervisory oversight in the performance of daily activities
Knowledge of business fundamentals and the business acumen to perform basic analysis of Business and Personal Tax Returns, Interim Financials, Bank Statements and Debt Schedules
Strong relationship management skills; demonstrate strong tactical business development and negotiation skills
Demonstrated ability to proactively deliver exceptional customer service, fostering strong connections with clients that lead to report business and new referrals
Post-sale relationship management is required to build a strong future network to leverage new loan sales and referrals
Strong sense of urgency, with the ability to thrive in a fast-paced environment
Strong PC skills; proficient in MS Word, Excel, and PowerPoint
Preferred
Basic understanding of small business lending
Knowledge of both SBA eligibility requirements and current SOP 50 10 and conventional small business lending
Company
Lendistry
Lendistry is a lender and fintech company that provides business loans and grant access to small businesses.
201-500 employees
Funding
Current Stage
Growth StageTotal Funding
$304.75MKey Investors
KeyBankEast West BankTD Bank
2025-12-11Debt Financing· $100M
2025-10-01Debt Financing· $75M
2025-09-17Debt Financing· $25M
Leadership Team
Everett Sands
CEO
Kaarthik N Ramaswamy
Chief Technology Officer
Recent News
2025-11-07
2025-11-05
2025-10-16
Company data provided by crunchbase