Loan Sales Representative - Philadelphia, MS
About The Position
The Loan Sales Representative uses interpersonal skills and business knowledge to meet customer needs. Working closely with the Branch Manager and staff, the representative builds relationships, identifies customer needs, and applies knowledge of the company’s products and services to deliver an exceptional customer experience. The role involves interviewing customers with professionalism, patience, curiosity, and a results-oriented approach. The position is based onsite at a branch office; working from home is not permitted. Travel, including overnight travel as required, is an essential function of the position. The role requires compliance with applicable company policies and State and Federal regulations.
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 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.
- 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 to support individual and branch sales goals and meet customer expectations.
- Market branch products and services to customers and potential customers.
- Conduct 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 correct and document 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 the confidentiality of customer and privileged information.
- Adhere to company policies and procedures.
- 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 benefits
- Dental insurance
- Vision insurance
- 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
Career Level
Entry Level
Education Level
High school or GED
