# Business Loan Lead Generation Executive

> CrewBloom · Philippines (Remote) · — · Posted 2026-07-20

**Workplace:** remote

**Department:** CLIENT-BASED

## Description

**We are seeking a proactive Business Loan Lead Generation Executive to identify and qualify business owners for secured and unsecured loans. In this role, you will drive high-quality leads that meet our criteria and book qualified appointments for our client’s sales team.**  

**Job Responsibilities**

-   Generate qualified leads through outbound calls, online research, social media, referrals, and other lead generation channels
-   Screen potential applicants based on the company's qualification criteria
-   Verify customer eligibility before passing leads to the sales team
-   Maintain accurate records of prospects in the CRM
-   Follow up with interested prospects to nurture and convert them into qualified appointments
-   Coordinate with the sales team to ensure smooth lead handover
-   Achieve weekly and monthly lead generation targets
-   Ensure compliance with data privacy and lending regulations

## Requirements

-   **1–3 years of experience in business loan, mortgage, banking, or financial product lead generation**
-   Experience working with loan brokers, NBFCs, banks, or fintech companies is **an advantage**
-   Experience in financial services, lending, or loan lead generation preferred
-   Strong communication and persuasion skills
-   Excellent telephone etiquette
-   Familiarity with CRM software
-   Good internet research skills
-   Ability to qualify leads using predefined criteria
-   Self-motivated with a target-oriented mindset

**Minimum Technical and Work Environment Requirements:**

-    **Internet Connection:** 

-   Primary internet connection with a minimum speed of **15 Mbps**.
-   Backup internet connection with at least **10 Mbps**.
-   Backup connection must be capable of supporting work during a power outage.

-    **Primary Device:** 

-   Desktop or laptop equipped with at least:

-    **Intel Core i5 (8th generation or newer)**, **Intel Core i3 (10th generation or newer)**, **AMD Ryzen 5**, or an equivalent processor.
-   A minimum of **8 GB RAM**.

-    **Backup Device:** 

-   Must meet or exceed the performance of an **Intel Core i3** processor.
-   Must be functional during power interruptions.

-    **Peripherals and Workspace:** 

-   A functioning **webcam**.
-   A **noise-canceling USB headset**.
-   A **quiet, dedicated home office space**.
-   A **smartphone** for communication and verification purposes.

## Benefits

**Join Our Dynamic Team:** Experience our fun, inclusive, innovative culture that values your unique contributions and supports your professional growth.

**Embrace the Opportunities:** Seize daily chances to learn, innovate, and excel. Make a real impact in your field.

**Limitless Career Growth:** Unlock a world of possibilities and resources to propel your career forward.

**Fast-Paced Thrills:** Thrive in a high-energy, engaging atmosphere. Embrace challenges and reap stimulating rewards.

**Flexibility, Your Way:** Embrace the freedom to work from home or any location of your choice. Create your ideal work environment.

**Work-Life Balance at Its Best:** Say goodbye to stressful commutes and hello to quality time with loved ones. Achieve a healthy work-life integration to perform at your best.

## Apply

[Apply at CrewBloom](https://apply.workable.com/crewbloom/j/310F58A532/apply)

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