Jessica Joyner

This position is responsible for originating appointments for our Commercial Loan Officers in accordance with Company assigned goals while maintaining compliance with established guidelines. Expectations include being well-versed in Oak Street’s loan structure, marketing loan products, and utilizing relationship selling techniques to cultivate relationships that ultimately lead to appointments for our current Loan Officers

• Established strong rapport with prospects, building credibility as a trusted advisor in the industry space they operate in.
• Collaborated cross-functionally with marketing teams to refine targeting strategies and enhance overall lead quality.
• Increased sales pipeline by consistently identifying high-potential leads and initiating contact with decision makers.
• Placed over 100 calls daily, exceeding my monthly goal 100% of the year
• Required to schedule 1 appointment for everyday worked, exceeding 100% month over month
• Required 2hrs and 15min of talk time a month, meeting my goal month over month

• Self-motivated, with a strong sense of personal responsibility.
• Worked effectively in fast-paced environments.
• Skilled at working independently and collaboratively in a team environment.
• Proven ability to learn quickly and adapt to new situations.
• Inputting information into databases, systems, and spreadsheets
• Sorting, scanning, and organizing physical and digital documents.
• Ensuring accuracy and attention to detail in data entry
• Managing physical and digital documents.
• Required to complete 70 accounts a day