Loan Sales Representative

Job Overview

As a Loan Sales Representative, you will be responsible for assessing clients' financial needs, explaining loan products, and ensuring a smooth experience throughout the loan process.

Responsibilities

• Engage clients to demonstrate product value
• Collaborate with verification teams for a smooth experience
• Meet or exceed monthly sales targets
• Manage workload with minimal supervision
• Monitor and track leads through each stage of the process
• Manage inbound and outbound calls

Requirements & Qualifications

• 2+ years in personal lending or loan advisory
• Proven lead-to-sale conversions and targets met
• Understanding of personal finance and lending regulations including debt resolution
• Read scripts and follow compliance on calls
• Strong objection handling skills