Business Banking Specialist – Lending Research & Outreach
- Sri Lanka
KEY RESPONSIBILITIES
● Research business lending products offered by banks, credit unions, and other lenders.
● Make outbound calls to financial institutions to verify product information and answer research questions.
● Build and maintain professional relationships with bankers and lending professionals.
● Collect, organize, and update information on lending products, including eligibility requirements, documentation, funding timelines, pricing, and application processes.
● Maintain the company’s Funding Intelligence Database by ensuring all information is accurate and current.
● Monitor changes to lending products, policies, and market trends.
● Prepare research summaries and reports for the Strategy and Product Teams.
● Work closely with internal teams to ensure research findings are properly documented and maintained.
REQUIREMENTS
● 3+ years of experience in business banking, commercial banking, treasury management, business lending, or financial services.
● Previous experience selling business banking or commercial lending products is highly preferred.
● Strong experience in outbound calling, relationship building, and professional communication.
● Strong online research and information-gathering skills.
● Excellent written and verbal communication skills.
● Strong organizational skills with high attention to detail.
● Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint) and CRM or database managementsystems.
● Ability to work independently in a remote, fast-paced environment.
Must be available to work during U.S. business hours and remain available until 4:00PM Pacific Time (California). This is a mandatory requirement regardless of country of residence.
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