Sales Development Representative
Sales Development Representative
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USD 40000 - 42000
1 Vacancy
Job 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 followup and facilitating seamless communication between potential clients and our mortgage bankers. The ideal candidate will thrive in a fastpaced 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 followup on all leads reassigning as necessary to maintain momentum
CRM Oversight:
- Maintain accurate and uptodate 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 uptodate records of all lead interactions
Collaboration with Sales Leaders:
- 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
Client Engagement:
- 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 bachelors degree preferred
- Minimum of 2 years experience in a customerfacing 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 highperformance salesdriven environment
Preferred Skills:
- Familiarity with mortgage products and lending processes
- Experience coordinating between multiple departments or teams
- Ability to analyze data and generate actionable insights
What We Offer:
- Company culture that fosters work/life balance
- Health Dental and Vision insurance plans
- FSA/HSA plans available
- Companypaid 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
The Federal Savings Bank is an equal opportunity employer. All applicants will be considered for employment without attention to race color religion sex sexual orientation gender identity national origin veteran or disability status.
Required Experience:
Unclear Seniority
Employment Type
Full-Time
