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Call Center Employee
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, Retirement Investment Advisors, CPA's 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:
Primary Responsibilities
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. Essential Functions include:
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