BDR

High-Tech, AI-Enabled Commercial Lending Company Looking for a Business Development Representative (BDR)

ABOUT LENDSTRA

Lendstra is a technology-driven commercial lending company leveraging AI and automation to streamline the business financing process.

We're looking for a highly motivated, persistent, and organized Business Development Representative (BDR) to join our growing team.

This is a follow-up-intensive sales role. You'll be responsible for re-engaging prospective borrowers, getting missed appointments back on our calendar, and following up with existing clients to collect the documents needed to move their loan applications forward.

If you're someone who loves talking to people, doesn't take no for an answer easily, and knows how to get things done, we want to hear from you.

JOB DESCRIPTION

Your primary responsibility is to ensure that no potential business opportunity falls through the cracks.

You'll work with our existing pipeline of commercial loan prospects, following up through phone calls, emails, and text messages to keep borrowers engaged and moving through the lending process.

DETAILED RESPONSIBILITIES

1. Recover Missed Appointments

- Follow up with leads who missed, canceled, or never scheduled their initial consultation.
- Contact prospects through phone calls, emails, and text messages.
- Re-engage interested borrowers and get them rescheduled on our team's calendar.
- Consistently follow up with unresponsive prospects until a clear outcome is reached.

2. Collect Outstanding Loan Documents

- Follow up with borrowers after their initial onboarding call.
- Request and collect outstanding financial documents needed to process their commercial loan applications.
- Maintain consistent communication with borrowers to ensure documents are submitted promptly.
- Help borrowers understand what documents are missing and guide them through the submission process.

3. Manage Our CRM and Sales Pipeline

- Track all conversations, follow-ups, and borrower interactions in our CRM.
- Keep lead statuses, appointment information, and document collection progress up to date.
- Maintain an organized follow-up pipeline so no prospect is forgotten.

4. Communicate With Our Lending Team

- Coordinate with loan officers and other team members to keep applications moving.
- Flag unresponsive borrowers, missing information, or potential issues.
- Provide regular updates on appointments recovered, borrowers contacted, and documents collected.

REQUIRED TECHNICAL SKILLS AND EXPERIENCE

To qualify for this position, you should have:

- At least 1 year of experience in appointment setting, sales development, business development, or a similar outbound calling role.
- Excellent spoken and written English, with the ability to communicate confidently and professionally with U.S.-based business owners.
- Strong phone sales and follow-up skills, including handling objections and re-engaging unresponsive prospects.
- Experience using CRM software to manage leads, track conversations, and schedule follow-ups.
- Comfort using multiple communication channels, including phone, email, and SMS.

SOFT SKILLS

We're looking for someone who is:

- Persistent and resilient: You're comfortable following up multiple times and don't get discouraged when prospects don't respond.
- Highly organized: You can manage dozens of ongoing conversations without letting opportunities slip through the cracks.
- Proactive and self-motivated: You take initiative rather than waiting to be told what to do next.
- Confident and personable: You know how to build rapport with business owners and make conversations feel natural.
- Detail-oriented: You understand the importance of accurate records, document tracking, and timely follow-ups.

BASIC SKILLS

You should be comfortable using:

- Google Workspace (Gmail, Google Sheets, Google Calendar)
- CRM software
- Online scheduling tools such as Calendly
- Phone dialers, email, and SMS communication platforms
- Slack or similar team communication tools
- AI-powered productivity tools

DESIRED SKILLS AND EXPERIENCE (NOT REQUIRED)

The following would be a plus:

- Previous experience in commercial lending, business financing, or financial services.
- Experience recovering no-shows, handling objections, or reactivating old leads.
- Experience collecting financial documents or assisting clients through an application process.

CAREER GROWTH

Lendstra is building a technology-driven commercial lending operation, and we're looking for people who want to grow with us.

As the company expands, strong performers may have opportunities to take on additional responsibilities, help improve our sales processes, and eventually move into senior business development or team leadership positions.

HOW TO APPLY

Please submit your resume along with a short introduction video describing your experience with outbound calling, appointment setting, or sales follow-up.

In your application, please answer these three questions:

1. How many outbound calls were you typically making per day in your previous role?
2. How would you approach a prospect who missed their appointment and hasn't responded to your last three calls?
3. What experience do you have managing a CRM or following up with customers to collect outstanding information?

We're looking for someone who is comfortable picking up the phone, following through consistently, and taking ownership of results.

Company: Lendstra

Position: Business Development Representative (BDR)