Remote Part-Time Banking & Lending BDR

Initio Capital LLC; Austin (TX); Remote; USD 33,000 - 89,000; Part time

Job summary

Initio Capital LLC is recruiting an experienced Business Development Representative for banking and lending in a remote, part-time capacity in Austin, TX. You will work from a provided lead list, making outbound calls to founders and business owners, qualifying needs related to business banking and lending, and coordinating next steps with providers or internal teams.

The role emphasizes disciplined discovery, CRM updates, and adherence to approved messaging.

Responsibilities

• Make outbound calls to founders and business owners, explain relevant partner offerings, and identify fit, timing, and decision-makers.
• Ask clear discovery questions about business banking and lending needs qualification and document the customer need accurately.
• Arrange a qualified next step with the relevant provider or internal team and follow through on agreed actions.
• Maintain accurate CRM records, call outcomes, objections, pipeline stages, and follow-up dates.
• Use approved messaging and company-provided outreach tools, follow calling requirements, and respect opt-outs.
• Share recurring objections and lead-quality feedback to improve targeting and qualification.

Job description

Initio Capital LLC is recruiting an experienced Business Development Representative for banking and lending in a remote, part-time capacity in Austin, TX. You will work from a provided lead list, making outbound calls to founders and business owners, qualifying needs related to business banking and lending, and coordinating next steps with providers or internal teams.

The role emphasizes disciplined discovery, CRM updates, and adherence to approved messaging.