Lead Management Specialist

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. How This Role Impacts Live Oak and its People 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. What You’ll Do at Live Oak 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 Required Experience 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 Preferred Experience : 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: 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 View email address on click.appcast.io. EEO is the Law 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. More than just a job, a career at Live Oak is an opportunity to mold the future of the banking industry. Live Oak Bank would not be the top SBA 7(a) and USDA lender in the country without our people. We focus on hiring folks who are dedicated to living our values, every single day. Together, we’re on a mission to be America’s small business bank. At Live Oak we never lose sight of focusing on the wellbeing of our folks. We believe our employees are the heart of our company and drive our commitment to our customers. As part of the Live Oak team, you’ll have the chance to shape the next chapter of banking while supporting the backbone of our nation – small businesses.