Loan Sales Representative - West Monroe, LA
About The Position
The Loan Sales Representative works onsite at the branch office and works closely with the Branch Manager and staff to build customer relationships and identify customer needs. The representative uses knowledge of the features of the company’s products and services to provide an exceptional customer experience, interviewing customers with professionalism, patience, curiosity, and a results-oriented approach. The role includes marketing financial products and services, originating loans, conducting assigned collection calls, and supporting branch and individual sales goals. Travel, including overnight travel as required, is an essential function of the position. Working from home is not permitted.
Requirements
- High school diploma or equivalent.
- Ability to meet current licensing requirements of various 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 result-focused approach.
- Strong verbal and written communication skills.
- Proficiency with Microsoft Office Suite products.
- Ability to work onsite at the branch office; working from home is not permitted.
- Ability to travel, including overnight travel as required.
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 potential customers.
- Conduct assigned collection calls on customer accounts to arrange payment.
- Seek opportunities to originate new loans with new and existing customers.
- Develop knowledge of credit underwriting methods and sales tools.
- Ensure customer information is correct and document interactions.
- Consistently meet or exceed branch and individual goals.
- Conduct customer 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.
- Exhibit knowledge of all company 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
Entry Level
Education Level
High school or GED
