B2B Loan Lead Generator Needed

I need a results-driven specialist who can take raw B2B data, engage prospects by phone, and move them smoothly through our loan funnel until a complete, lender-ready application is on my desk.

Scope
• Source or enrich business contact lists when required, then reach out via targeted cold calls (this is the primary channel).
• Probe for funding needs, gather core financial details, and pre-qualify each prospect against our underwriting guidelines.
• Guide qualified owners through document collection—bank statements, tax returns, P&Ls—so that packages arrive 100 % complete.
• Enter every touchpoint into our CRM and flag hot leads for same-day follow-up.

Success will be measured by the volume of fully documented applications you deliver and their subsequent approval rate. If you have experience with CRMs like HubSpot or Salesforce, dialers such as Aircall, and a solid grasp of small-business credit criteria, you’ll ramp up quickly. Let me know your typical conversion ratios from first dial to signed application and the daily call volume you’re comfortable handling.