Loan Sales Representative

Job Summary

Seeking a motivated Loan Sales Representative for a full-time remote position, responsible for assessing clients' financial needs, educating them on loan products, and managing the loan application process while meeting monthly sales targets.

Key responsibilities

• Assess clients' financial needs and facilitate the loan application process
• Engage with clients to communicate the value of loan products and ensure a seamless customer experience
• Manage both inbound and outbound calls while effectively organizing and tracking leads through each stage of the sales process

Required qualifications

• Minimum 2 years of experience in personal lending or loan advisory roles
• Proven track record of converting leads to sales and exceeding sales targets
• Technological literacy to assist clients with document uploads and troubleshooting
• Strong understanding of personal finance and lending regulations
• Ability to follow compliance standards and read detailed scripts during calls