Lead Development Specialist, OSF

We do the right things, right now. We do them in a way that is relevant to our clients. Become a part of our history as it continues to be written!

If you are interested and qualified for this role, we invite you to apply.

About Oak Street Funding:

Indianapolis-based Oak Street Funding (www.oakstreetfunding.com) is a family of diversified financial services companies that offers commission-based commercial financing exclusively for insurance professionals and third-party loan servicing for financial institutions. Oak Street utilizes industry knowledge, proprietary technology and passion to deliver top-quality service and capital products to insurance and finance professionals nationwide.

Position Summary/Objectives:

This position is responsible for originating appointments for our Commercial Loan Officers in accordance with Company assigned goals while maintaining compliance with established guidelines. Expectations include being well-versed in Oak Street's loan structure, marketing loan products, and utilizing relationship selling techniques to cultivate relationships that ultimately lead to appointments for our current Loan Officers. This position also has the potential for bi-weekly/Monthly bonus along with monthly prizes!

Primary Responsibilities

• Contacts potential clients on the advantages of setting an appointment with one of our Oak Street Representatives, with a prepared script.
• Advises clients on impacts of funding business growth
• Handling multiple tasks with little supervision
• Working in conjunction with our Marketing and SalesTeams.
• Maintains database by entering, verifying, and updating information
• Maintains highest levels of quality service by following organization standards
• Contributes to team effort by accomplishing related results as needed

Minimum Knowledge, Skills, and Abilities Needed to Perform Essential Functions of the Job

• Proven experience & results in a call center environment is a plus
• Excellent listening, written and verbal communication skills
• Organized with analytical skills
• Detail and results oriented
• Strong PC skills

Preferred Knowledge and Skills

• Established track record in an inbound/outbound call environment is beneficial
• Customer Service experience may be helpful

Compensation:

Base pay plus tiered commission with an opportunity to participate in Oak Street Funding's competitive benefits package.

It is our policy to not discriminate against any individual in violation of federal, state, and local laws as it relates to age, race, color, religion, national origin, sex, marital status, pregnancy, gender identity, disability, sexual orientation, genetic information, veteran/military service, or any other characteristic protected by law.

We are an E-Verify Employer.