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.

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:

• 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

Experience/Education/Critical Skills Required:

• 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

Compensation:

Base pay plus tiered commission with an opportunity to participate in Oak Street Funding's competitive benefits package. This position also has the potential for bi-weekly/Monthly bonuses.

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.