Loan Sales Representative - Conroe, TX
About The Position
The Senior Loan Sales Representative works onsite at the branch and uses interpersonal skills and business knowledge to meet customer needs. Working closely with the Branch Manager and staff, the role builds relationships, identifies customer needs, and explains product and service features to support a strong customer experience. The representative interviews customers with professionalism, patience, curiosity, and a results-oriented approach. The role supports branch and individual sales goals, originates loans, markets branch products and services, and makes assigned collection calls to arrange payments. It also involves maintaining accurate and confidential customer information, complying with company policies and applicable regulations, and participating in personal development. Working from home is not permitted.
Requirements
- High school diploma or equivalent.
- At least 3 years of previous customer service experience.
- Ability to meet applicable licensing requirements of state and federal regulators.
- Ability to analyze relevant information and apply individual judgment.
- Advanced interpersonal relationship skills across varied 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.
- 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 branch sales goals and customer expectations.
- Market branch products and services to current and potential 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 interactions.
- Consistently meet or exceed branch and individual goals.
- Talk with customers to identify and respond to their needs in a timely and efficient manner.
- Build internal and external relationships.
- Maintain customer confidentiality and protect privileged information.
- Follow 1FFC policies and procedures and comply with state and federal regulations.
- Participate in personal development and demonstrate knowledge of 1FFC products.
- Seek additional opportunities and responsibilities.
Benefits
- Competitive pay
- Bonus potential
- Medical insurance
- Dental insurance
- Vision insurance
- 401(k)
- Paid time off
- Paid holidays
- Paid volunteer time
- Training programs and other employee development opportunities
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
High school or GED
