Bilingual Loan Sales Representative - Katy, TX
About The Position
The Loan Sales Representative works onsite at the branch and uses interpersonal skills and business knowledge to address customer needs. Working closely with the Branch Manager and staff, the representative builds relationships, identifies customer needs, explains product and service features, and delivers a strong customer experience. The role involves professionally interviewing customers, supporting branch and individual sales goals, originating loans, conducting assigned collection calls, and maintaining accurate, confidential customer information. The representative also develops knowledge of credit underwriting methods and sales tools, follows company policies and applicable regulations, and participates in personal development.
Requirements
- High school diploma or equivalent.
- Ability to meet current licensing requirements of applicable state and federal regulators.
- Ability to analyze relevant information and apply individual judgment.
- Advanced interpersonal relationship skills across a variety of levels and social and business settings.
- Ability to maintain confidential business and personal information.
- Action- and results-focused approach.
- Strong verbal and written communication skills.
- Proficiency with Microsoft Office Suite products.
- Bilingual in Spanish.
- Must work onsite at the branch; working from home is not permitted.
Nice To Haves
- Valid driver's license and ability to operate an automobile.
Responsibilities
- Recommend products and services that support individual and branch sales goals and meet customer expectations.
- Market branch products and services to current and prospective customers.
- Make assigned collection calls to arrange payment on customer accounts.
- Seek opportunities to originate new loans with new and existing customers.
- Develop knowledge of credit underwriting methods and sales tools.
- Ensure customer information is accurate and document customer interactions.
- Consistently meet or exceed branch and individual goals.
- Engage customers in dialogues to identify and respond to needs in a timely and efficient manner.
- Build internal and external relationships.
- Maintain customer confidentiality and protect privileged information.
- Adhere to company policies and procedures and comply with state and federal regulations.
- Participate in personal development and demonstrate knowledge of company products.
- Seek additional opportunities and responsibilities.
Benefits
- Competitive pay
- Bonus potential
- Medical, dental, and vision benefits
- 401(k)
- Paid time off
- Paid holidays
- Paid volunteer time
- Training programs and other developmental opportunities
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What This Job Offers
Job Type
Full-time
Education Level
High school or GED
