Inside Sales and Customer Service Representative - Business Financing & Mortgage

Company Description Direct Funding Now is a business financing leader that supports companies nationwide with short- and long-term financing, lines of credit, equipment financing, and other funding solutions. The organization uses a streamlined process that can provide funding decisions in as little as 24 hours, helping businesses access capital quickly and efficiently. By combining technology with strategic partnerships, Direct Funding Now offers small businesses flexible financing options and expert guidance. The company is committed to strengthening local economies and communities by helping businesses grow through capital, product knowledge, and responsive service. Team members contribute to a mission focused on empowering business owners and sustaining economic growth across the country.

Role Description This full-time, on-site Inside Sales and Customer Service Representative role is based in Meridian, ID. The representative will handle inbound and outbound calls with business owners, qualify prospects, explain financing and mortgage products, and guide customers through the application and approval process. Daily responsibilities include responding to inquiries, providing clear information on funding options, following up on leads, and maintaining accurate records in CRM systems. The role also involves addressing customer questions, resolving issues, supporting a positive customer experience, and collaborating with the sales and underwriting teams to move applications efficiently through the pipeline. The person in this role is expected to meet performance targets, maintain a professional and consultative communication style, and represent Direct Funding Now’s values in every customer interaction.

Qualifications

• Strong customer-facing experience, including prior work as Customer Service Representatives or in similar Customer Service roles.
• Demonstrated ability in Customer Support, with skills in handling inquiries, resolving issues, and providing clear, accurate information.
• Focus on Customer Satisfaction, including following up with clients and ensuring needs are met throughout the financing process.
• Ability to create a positive Customer Experience by building rapport, listening actively, and communicating in a professional, respectful manner.
• Interest or experience in business financing, lending, or mortgage products; ability to learn financial concepts quickly.
• Strong verbal and written communication skills, including comfort with phone-based and digital communication.
• Proficiency with computers and CRM or sales software; ability to manage multiple tasks and documentation accurately.
• Goal-oriented mindset with the ability to work in a fast-paced sales environment and meet performance metrics.
• High level of integrity, reliability, and professionalism; committed to non-discriminatory, inclusive service to all customers.
• High school diploma or equivalent required; additional education or relevant industry certifications are a plus.