Sales Loan Associate

Sales Loan Associate

 

A fast-growing consumer finance lender that provides solutions to consumers through our convenient online process, is seeking positive and enthusiastic individuals to join our team as Loan Associates. As a Sales Loan Associate, you will play a key role in delivering the best service possible to our customers by confidently engaging with them through inbound and outbound phone calls.

 

 

Responsibilities:

 

• Field both inbound and outbound phone calls for customers who are in the process of finalizing their loan application.

• Assist customers in uploading required documents in a timely manner, by demonstrating advanced knowledge of the system and customer website.

• Partner with customers to upload remaining documents, including but not limited to: insurance cards, driver’s license, bank statements, pictures of the vehicle, and odometer.

• Utilize strong technical and communication skills to quickly identify where the customer is in the process, then communicate which steps they need to take next.

• Complete training, which includes product knowledge, application process, and core systems.

• Maintain knowledge of our client's policies and procedures, as well as state and federal laws.

• Persuasively drive applicants to complete their required steps during the call.

• Manage and track all activity using the core system of record.

• Consistently meet and exceed monthly metrics of accountability.

 

 

Qualifications:

 

• Excellent communication, customer service, and sales skills.

• Two or more years of experience in sales or financial services is desirable.

• Bilingual (English/Spanish) skills are desirable.

• Availability to work shifts within the call center's hours of operation: 8-7 M-F, 9-1 Sat (subject to change)

 

We are looking for individuals who are passionate about helping customers achieve their financial goals and who thrive in a fast-paced environment. If you possess these qualities and meet the qualifications listed above, please apply to join our team.

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