About Us
Live Oak Bank is a digital bank that serves small business owners across the country. Our groundbreaking spin on service and technology has fueled our mission to be America’s Small Business Bank. Our products help customers buy, build, and expand their business, and our high-yield savings and CD products help them grow their hard-earned money. At Live Oak, we never lose sight of the well-being of our people. We believe our employees are the heart of our company. Our commitment to our customers and culture is intertwined, and we seek those who embody and embrace what it takes to empower the American dream.
As a Lead Management Specialist, you will play a crucial role in ensuring that our sales team has a steady pipeline of qualified leads. You will contribute to the overall growth and success of Live Oak Bank and its mission to support small businesses across the nation. Your efforts will directly impact our ability to connect with potential clients, streamline the sales process, and ultimately help small businesses thrive.
Lead Generation and Qualification: Identify and qualify potential leads through various channels, including online research, inbound inquiries, and marketing campaigns; perform prequalification analysis including but not limited to cash flow analysis. Support systematic follow-up with prospective customers through phone and email outreach, collect and review prequalification documentation against credit guidelines, and prepare qualified opportunities for transition to underwriting or next steps in the lending process.
CRM (Customer Relationship Management): Maintain and update the customer relationship management (CRM) system with accurate and up-to-date information on leads and prospects
Collaboration with Sales Team: Work closely with the sales team to ensure a seamless handoff of qualified leads and provide support throughout the sales process
Performance Tracking: Monitor and analyze lead generation metrics to assess the effectiveness of different strategies and make data-driven recommendations for improvement
Projects: Participate in market research, product/technology, voice of customer initiatives as required
Effective Communication: Utilize strong communication skills to engage with potential clients, understand their needs, and convey the benefits of Live Oak's products
Analytical Skills: Apply analytical skills to evaluate lead quality and prioritize efforts based on potential impact
Collaboration: Foster a collaborative environment by working closely with the sales and marketing teams to align strategies and achieve common goals
Attention to Detail: Ensure accuracy and attention to detail in all aspects of lead management, from data entry to follow-up communications
Proactive Approach: Take initiative to identify and pursue new lead generation opportunities and continuously improve processes
Maintain a high standard of regulatory awareness including BSA, AML, CIP, and OFAC
Bachelor's degree or 2+ years of experience in lead generation, sales or servicing support, or a related role
Proficiency with CRM software and lead management tools
Strong communication and interpersonal skills
Ability to work independently and as part of a team
Bachelors degree in Business, Marketing, or a related field
Experience in the financial services industry, particularly in lending or banking
Familiarity with small business financing and loan products
Advanced analytical skills and experience with data analysis tools
Proven track record of successfully managing and qualifying leads
Our Values
Dedication: Possess a deep commitment to Live Oak Bank’s mission and core values, exemplified through a strong work ethic, adaptability and pride in your work.
Ownership: Take initiative to deliver positive results by proactively and creatively solving problems, while maintaining a high degree of quality.
Respect: Treat everyone with courtesy, politeness, and kindness.
Innovation: Embrace fresh ideas and fearlessly contribute new solutions to emerging or existing problems.
Teamwork: Foster collaboration, accountability, and trust with others and understand that together, we do more
For a detailed overview of our employee benefits please visit: http://www.liveoakbank.com/careers/
Live Oak Bank is an Affirmative Action and Equal Opportunity Employer, Minorities/Women/Veterans/Disabled. We consider applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, veteran status or disability. Equal access to programs, service and employment is available to all persons. Those applicants requiring reasonable accommodation to the application and/or interview process should notify human resources at HumanResources@liveoak.bank
The base pay range for this position is $56,540.00 - $92,520.00 per year. Compensation may also include annual bonuses and long-term incentives, subject to various metrics and company policy. A candidate’s salary is determined by several factors including travel, relevant work experience or skills and expertise.
Please note that we provide at least the minimum requirement of paid sick leave to our employees who reside in states that require employer-paid sick leave, including but not limited to Arizona, California, Colorado, District of Columbia, Maine, Maryland, Massachusetts, Michigan, Nevada, New Jersey, New Mexico, New York, Oregon, Rhode Island, Vermont, and Washington.
Live Oak Bank has had the privilege of helping thousands of passionate, driven people turn their dreams into reality. These everyday heroes aren’t in it for the fortune or the fame. They’re in it to make a difference, just like we are.
As one of the last banks to get a charter before the start of the Great Recession, Live Oak emerged out of the rubble of 2008 as the first bank to keep the customer at the center of the business model. We put a groundbreaking spin on what banking could be, focused on service and technology to redefine banking.
Live Oak is a digital, cloud-based bank serving small business owners in all 50 states. We are America's Premier SBA Lender and our mission is to be America’s small business bank. We aim to fulfill that mission through banking products that help business owners buy, build and expand, along with FDIC-insured checking, high-yield savings and CD accounts to grow their hard-earned money. Our family of companies under the holding and parent company Live Oak Bancshares (NYSE: LOB), and our subsidiaries, partner with businesses who share a groundbreaking focus on service and technology to redefine banking.
Our mantra is to treat every customer like the only customer and our mission is to be America’s small business bank.
