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Fintech • Financial Services
Administer an arbitration caseload under in-house counsel supervision, draft and file legal documents, prepare for hearings, track deadlines, maintain legal databases and attorney reporting, coordinate dispute resolution activities, process invoices, manage departmental mail, and support collections initiatives.
Fintech • Financial Services
Prospect previously approved and partially completed financing customers through phone, SMS, and email outreach. Assess business goals, present funding options, overcome objections, create urgency, and convert leads into completed applications. Maintain high-volume outbound activity, track pipeline and outcomes in Salesforce, meet revenue and KPI targets, and collaborate with sales, marketing, and product teams to improve funnel performance.
8 Hours AgoSaved
Fintech • Financial Services
Re-engage previously paid-in-full small-business clients and convert them into new funding opportunities through high-volume outbound calls, SMS, and email. Manage Salesforce lead queues, maintain accurate funnel records, meet activity and revenue quotas, analyze conversion performance, and collaborate with sales, processing, underwriting, collections, and accounting teams. The role also mentors junior representatives and pilots new dialer and AI documentation technologies.
