Bilingual Loan Sales Representative - Katy, TX

1st Franklin Financial Corporation•Katy, TX

9d•Onsite

About The Position

The Loan Sales Representative uses interpersonal skills and business knowledge to meet customers’ needs. Working closely with the Branch Manager and staff, the representative builds relationships, identifies customer needs, and uses knowledge of 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 performed onsite at the branch office; working from home is not permitted. 1st Franklin Financial Corporation is a family-run company with more than 80 years of history and over 380 offices across the Southeast. The company offers potential annual salary, training programs, and developmental opportunities.

Requirements

High school diploma or equivalent.
Ability to meet current licensing requirements of applicable 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 results-focused approach.
Strong verbal and written communication skills.
Proficiency with Microsoft Office Suite products.
Bilingual in Spanish.

Nice To Haves

Valid driver’s license and ability to operate an automobile.

Responsibilities

Recommend products and services that support customer expectations and individual and branch sales goals.
Market branch products and services to current 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 customer interactions.
Meet or exceed branch and individual goals.
Communicate 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 company policies and procedures and comply with state and federal regulations.
Participate in personal development.
Maintain knowledge of all company products.
Seek additional opportunities and responsibilities.