Do you want to know why Lendio is an awesome place to work? It’s people like you.
Seriously.
Lendio puts a massive emphasis on work culture and community. We look for talented, dedicated, and good-spirited individuals to join our crew. We build each other up, advocate inclusivity, and have fun—even when we’re being professional. In fact, Lendio ranks as one of Glassdoor’s Best Places to Work. Pretty cool, right?
As a company, we’re all about helping small business owners succeed—whether that’s by democratizing access to capital, assisting with administrative tasks, or monitoring cash flow. Our mission is to serve the underserved and help them achieve their dreams.
Job Description:
This position is a full time position that is responsible for assisting customers in obtaining tax credits. All with the goal of helping small businesses survive and thrive.
Lendio is engaged in helping businesses gain access to many different tax credit programs. As a part of the tax credit team you will specialize in one or more of these programs.
This will be done through the following methods:
Outreach to Lendio leads that have expressed interest in obtaining capital for their businesses.
Fielding inbound questions and inquiries.
Gathering all necessary documentation & data for submission of a completed document package to a tax preparation partner.
Desired Attributes & Required Experience:
Fast Learner
(Learning the initial qualifiers of what it takes to earn the credit will be essential)
Solid Work Ethic
(an expectation of 100+ calls / day)
2+ Years Phone Sales Or Customer Service Experience (Preferred)
Self Starter
Ability to work well with a team to collaborate on how to break down success barriers and drive team success.
Benefits
Be part of a high-performing, collaborative team, and have fun at work each day
Competitive pay
A full suite of traditional benefits
PTO (Paid Time-off)
401(k) with company match
Company-contributed HSA
Onsite gym and standing desks
Wellness program
Discounted cellular plans
Company-contributed travel benefit
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