Loan Sales Associate
About The Position
The Loan Sales Associate provides customer service and supports sales and lending operations at an assigned branch. The role presents loan solutions and other available products based on customer needs, processes loan applications, reviews customer credit and financial information, and contacts customers with past-due balances to discuss possible solutions. The associate works toward individual and branch sales goals, follows applicable consumer lending laws, and handles payments and deposits. The role requires working in person at the assigned branch, except in the event of a company-determined emergency. The position pays a base salary of $18.00–$21.00 per hour and is eligible for a competitive monthly incentive based on individual and company performance. The stated schedule is Monday, Wednesday, and Thursday, 9:00 a.m.–5:00 p.m.; Tuesday, 9:00 a.m.–7:00 p.m.; and Friday, 9:00 a.m.–5:30 p.m. Saturday work is required seasonally and as business needs require. The company may change the schedule to address business needs, and hours depend on the business hours of the time zone served. All full-time employees receive a benefits package; details are available at the company’s benefits website. Additional duties may be assigned or changed based on market demand, branch staffing, or business needs.
Requirements
- At least one year of experience in a customer service or sales position.
- High school diploma or equivalent.
- Reliable transportation.
- Excellent written and verbal communication skills and the ability to communicate effectively with customers and company personnel.
- Working knowledge of Microsoft Office or similar programs, with the ability to learn financial services programs.
- Ability to complete essential duties and functions accurately and in a timely manner.
- Demonstrated problem-solving and interpersonal skills in demanding situations.
- Must obtain applicable required licenses to sell insurance products offered to customers by the branch.
- Must perform work-related tasks at the assigned branch location, except in the event of an emergency as determined by the company in consultation, as necessary, with applicable regulatory agencies.
Nice To Haves
- Cash handling, selling, and/or collecting experience.
- Some college coursework.
- Fluency in Spanish and English.
Responsibilities
- Provide exceptional customer service by proactively solving problems, presenting loan solutions based on customer needs, and presenting available sales products.
- Process credit loan applications and analyze credit and financial information for current and potential customers.
- Proactively contact customers with past-due balances to offer possible solutions and resolve delinquency.
- Meet or exceed individual and branch goals related to sales of company products and services.
- Learn and comply with applicable federal, state, and local consumer application laws.
- Maintain a cash drawer, process payments, and deliver daily deposits to specified financial institutions as required.
- Perform additional functions as needed to provide consistent, quality customer service.
Benefits
- Full-time employees receive a benefits package; details are provided on the company benefits website.
- Eligible for a competitive monthly incentive based on individual and company performance.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
