Lead Generation

• Drive high-volume outbound calling and handle inbound interest
• Qualify prospects using MCA criteria (monthly revenue, time in business, average daily bank balance, existing advances)
• Book calendar appointments or execute warm/cold live transfers to closers
• Capture every touchpoint in the CRM with clear, next-step notes
• Hit daily activity and quality targets with consistency
• Follow QA standards with WebWork screenshots and time tracking

Lead Generation Specialist

Lead Generation Specialist