Apply Job Type Full-time Description

The Federal Savings Bank is seeking a proactive and organized Sales Development Representative to join our dynamic team. This role is pivotal in managing incoming mortgage leads, ensuring timely follow-up, and facilitating seamless communication between potential clients and our mortgage bankers. The ideal candidate will thrive in a fast-paced environment, possess excellent communication skills, and have a keen eye for detail.

This position is based in our Chicago (Logan Square) headquarters. Qualified applicants must reside in the Chicago area at the time of application and be able to work a hybrid schedule (3 days in office a week; 2 days remote).

Key Responsibilities:

Lead Management:

Monitor and manage incoming leads via phone and CRM systemsQuickly assess and route leads to the appropriate mortgage bankerEnsure timely follow-up on all leads, reassigning as necessary to maintain momentum

CRM Oversight:

Maintain accurate and up-to-date records of all lead interactions
Track lead progress through the sales pipeline, ensuring no opportunities are missedGenerate reports on lead status and conversion metrics for management reviewMaintain accurate and up-to-date records of all lead interactions

Collaboration with Sales Leaders:

Work closely with sales leadership to ensure adherence to established processesProvide feedback on lead quality and process improvementsParticipate in regular meetings to discuss pipeline status and strategies

Client Engagement:

Initiate contact with potential clients to qualify their needs and readinessProvide preliminary information about mortgage products and services Schedule appointments for clients with appropriate mortgage bankers Requirements High school diploma or equivalent; associate or bachelor's degree preferred Minimum of 2 years experience in a customer-facing role, preferably in the mortgage or financial services industry Proficiency in CRM systems and Microsoft Office SuiteExcellent verbal and written communication skills Strong organizational skills with the ability to multitask and prioritize effectively.Comfortable working in a high-performance, sales-driven environment

Preferred Skills:

Familiarity with mortgage products and lending processesExperience coordinating between multiple departments or teamsAbility to analyze data and generate actionable insights

What We Offer:

Company culture that fosters work/life balanceHealth, Dental, and Vision insurance plansFSA/HSA plans availableCompany-paid life insurance401k with partial matchPTO that increases with length of employmentProfessional development and career advancement opportunitiesEmployee recognition on a national scale with incentivesFree onsite garage parking

The Federal Savings Bank is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status. 

Salary Description $40,000 - $42,000 salary plus bonus