Telemarketing - Business Development Specialist

Job Title: Telemarketing - Business Developer Specialist

Location: Tampa, FL - In Office

Company: United Trust Bank

About Us: United Trust Bank is committed to taking care of our customers financial needs and providing solutions that are tailored to those needs. We are devoted to exceptional service helping our neighbors, local community, and those nationwide. UTB has a wonderful opportunity for highly motivated and skilled individuals to join our mortgage team.

Working under the supervision of the Sales Manager, the Business Developer position is required to provide a pre-qualified customer to the Loan Officer team. Contact individuals by telephone or receive incoming telephone calls from prospective borrowers in order to promote and help sell loan products. The Business Developer will gather applicable information and verify certain details regarding the prospective borrower in an attempt to gain interest and then to refer them to a Loan Officer.

Activities Required:

·        Answer telephone calls from potential customers who are responding to advertisements.

·        Explain loan products and services.

·        Remain patient and answer the customer’s questions.

·        Make outgoing phone calls to explain loan products and services.

·        Deliver a scripted sales pitch or adjust the sales pitch to meet the needs of specific individuals.

·        Effectively handle customer questions.

·        Obtain names, telephone numbers, etc. of potential customers

·        Interact with Loan Officers and Sales Management.

·        Support the LO staff when necessary

·        Remain proficient with loan products and programs.·

Key Responsibilities:

·        Successfully solicit the prospective borrower for loan products.

·        Represent the bank in a positive and professional manner.

·        Obtain applicable customer information for a quality referral to a Loan Officer.

·        Pre-qualify the prospective borrower.

·        Successfully turn the prospective borrower over to a Loan Officer.

·        Maintain superior knowledge of loan products and programs.

·        The employee is responsible for complying with the Bank’s BSA/AML and OFAC Compliance

·        and Consumer Compliance policies and procedures relevant to their responsibilities.

Key Performance Factors:

·        Meet the prescribed referral goals as defined by branch management.

·        Arrive to work and meetings on time and prepared.

·        Accurately answer customer questions to provide a quality lead. 

Required Experience /Knowledge/Education/Training:

·        Minimum of two years of successful selling or telemarketing experience.

·        Computer literate.

·        Ability to communicate effectively and in a personable and engaging manner.

·        Proven selling skills, to include probing and listening skills.

·        Possess a professional phone image.

·        Possess proven relationship building skills.

·        Maintain a flexible work schedule. 

Essential Traits:

·        Excellent communication skills

·        Ability to gather information

·        Persuasiveness

·        Initiative

·        High energy level

·        Self-motivated

·        Team-oriented.

·        Proven ability to perform under pressure

What we offer:

• Competitive Pay, hourly plus commission
• Comprehensive Health Insurance to include Medical, Dental and Vision
• Retirement Plan: 401(k) plan with company match to help you plan for your future
• Generous paid time off, including vacation days, wellness days and sick leave