Loan Sales Agent

A company is looking for a Loan Sales Representative.

Key Responsibilities

Assess clients' financial needs and facilitate the loan application process

Engage with clients to communicate the value of loan products and manage both inbound and outbound calls

Meet or exceed monthly sales targets while collaborating with verification teams to ensure a seamless customer experience

Required Qualifications

Minimum 2 years of experience in personal lending or loan advisory roles

Proven track record of converting leads to sales and meeting sales targets

Technological literacy for assisting clients with document uploads and troubleshooting

Good understanding of personal finance and lending regulations

Ability to read scripts and follow compliance standards during calls