What are the responsibilities and job description for the Sales Development Representative position at The Federal Savings Bank?
Job Type
Full-time
Description
The Federal Savings Bank is seeking a proactive and organized Sales Development Representative to join our dynamic team. This role is pivotal in managing incoming mortgage leads, ensuring timely follow-up, and facilitating seamless communication between potential clients and our mortgage bankers. The ideal candidate will thrive in a fast-paced environment, possess excellent communication skills, and have a keen eye for detail.
This position is based in our Chicago (Logan Square) headquarters. Qualified applicants must reside in the Chicago area at the time of application and be able to work a hybrid schedule (3 days in office a week; 2 days remote).
Key Responsibilities
Lead Management:
Salary Description
$40,000 - $42,000 salary plus bonus
Full-time
Description
The Federal Savings Bank is seeking a proactive and organized Sales Development Representative to join our dynamic team. This role is pivotal in managing incoming mortgage leads, ensuring timely follow-up, and facilitating seamless communication between potential clients and our mortgage bankers. The ideal candidate will thrive in a fast-paced environment, possess excellent communication skills, and have a keen eye for detail.
This position is based in our Chicago (Logan Square) headquarters. Qualified applicants must reside in the Chicago area at the time of application and be able to work a hybrid schedule (3 days in office a week; 2 days remote).
Key Responsibilities
Lead Management:
- Monitor and manage incoming leads via phone and CRM systems
- Quickly assess and route leads to the appropriate mortgage banker
- Ensure timely follow-up on all leads, reassigning as necessary to maintain momentum
- Maintain accurate and up-to-date records of all lead interactions Track lead progress through the sales pipeline, ensuring no opportunities are missed
- Generate reports on lead status and conversion metrics for management review
- Maintain accurate and up-to-date records of all lead interactions
- Work closely with sales leadership to ensure adherence to established processes
- Provide feedback on lead quality and process improvements
- Participate in regular meetings to discuss pipeline status and strategies
- Initiate contact with potential clients to qualify their needs and readiness
- Provide preliminary information about mortgage products and services
- Schedule appointments for clients with appropriate mortgage bankers
- High school diploma or equivalent; associate or bachelor's degree preferred
- Minimum of 2 years experience in a customer-facing role, preferably in the mortgage or financial services industry
- Proficiency in CRM systems and Microsoft Office Suite
- Excellent verbal and written communication skills
- Strong organizational skills with the ability to multitask and prioritize effectively.
- Comfortable working in a high-performance, sales-driven environment
- Familiarity with mortgage products and lending processes
- Experience coordinating between multiple departments or teams
- Ability to analyze data and generate actionable insights
- Company culture that fosters work/life balance
- Health, Dental, and Vision insurance plans
- FSA/HSA plans available
- Company-paid life insurance
- 401k with partial match
- PTO that increases with length of employment
- Professional development and career advancement opportunities
- Employee recognition on a national scale with incentives
- Free onsite garage parking
Salary Description
$40,000 - $42,000 salary plus bonus
Salary : $40,000 - $42,000
