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Referral Agent
Job Description
Referral Agent at LenderLinkPros Referral Agent at LenderLinkPros in Union City, New Jersey Posted in about 24 hours ago.
Type:
full-time Company Description LenderLinkPros partners with Commercial Lender Link, a banking organization based in Port Jefferson, New York, connecting businesses with commercial lending solutions across the United States. The company focuses on helping clients navigate financing options through a network of trusted lending partners. As part of a growing financial services environment, LenderLinkPros values strong client relationships, transparency, and responsiveness. Team members collaborate remotely to support business owners and decision-makers seeking commercial funding. Role Description The Referral Agent role is a remote, contract position responsible for identifying and referring prospective clients to LenderLinkPros' lending partners. On a day-to-day basis, the Referral Agent will engage with potential customers through calls, emails, and online networking, explain available commercial lending solutions at a high level, and gather basic information to qualify leads. Responsibilities include maintaining accurate records of referrals, following up with contacts to ensure a positive experience, and coordinating with internal teams to support the referral process. The role also involves ongoing self-directed learning about lending products and market trends to better understand client needs and improve referral quality. Qualifications Sales and referrals skills to identify prospects, build rapport, and successfully direct clients to appropriate lending partners. Customer service and training capabilities to provide clear information, address questions, and help clients understand next steps in the referral process. Research skills to locate potential clients, understand market segments, and stay informed about commercial lending options. Strong communication skills, both written and verbal, with the ability to explain financial concepts in simple terms. Comfort working independently in a remote environment, with reliable internet access and effective time management. Prior experience in financial services, banking, real estate, or B2B sales is beneficial but not required. High level of professionalism, integrity, and respect for confidentiality when handling client information.