Consumer Direct Loan Specialist - Bloomfield Hills, Detroit or Flint, MI
About The Position
Description Summary: The Consumer Direct Loan Specialist performs outbound sales calls to explore customers' financial needs with a focus on building and broadening existing customer or business relationships using multiple Huntington products. Duties & Responsibilities: Explains the features and benefits of alternate financial solutions and makes sales referrals to specialized areas. Makes sales referrals to specialized areas, e.g., Insurance and Mortgage, using available tools and technology. Demonstrates initiative, discipline and ability to consistently meet specific efficiency targets and production goals. Maintains up to date knowledge of products, services, technology and regulations. Complies fully with quality and risk standards. May take on short-term inbound call support or additional outbound calling projects as needed. Adheres to a disciplined approach to making Outbound calls that meet productivity standards Understands sales tracking/pipeline management Engaged in purposeful conversation to review equity options that meet the customer needs Inputs accurate and thorough loan applications Adheres to Quality/Risk/Policies & Procedures/Learning and Updates/System Performer other duties as assigned NOTE: This position is considered to be a Mortgage Loan Originator under the SAFE Act and Loan Originator under the Truth in Lending Act. Registration and additional qualifications required.
Requirements
- At least one year of financial sales experience
- High school diploma or equivalent
Nice To Haves
- One or more years of financial phone sales experience in the consumer lending and/or mortgage fields or business banking; related financial products and/or fields
- Bachelor's Degree
Responsibilities
- Performs outbound sales calls to explore customers' financial needs
- Explains the features and benefits of alternate financial solutions
- Makes sales referrals to specialized areas, e.g., Insurance and Mortgage
- Maintains up to date knowledge of products, services, technology and regulations
- Complies fully with quality and risk standards
- Adheres to a disciplined approach to making Outbound calls that meet productivity standards
- Understands sales tracking/pipeline management
- Engaged in purposeful conversation to review equity options that meet the customer needs
- Inputs accurate and thorough loan applications
- Adheres to Quality/Risk/Policies & Procedures/Learning and Updates/System Performer
- other duties as assigned
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
Number of Employees
5,001-10,000 employees
