Loan Sales Representative - Temple, TX

1st Franklin Financial Corporation • Temple, TX

3d • Onsite

About The Position

The Loan Sales Representative (LSR) uses interpersonal skills and business knowledge to meet customer needs. Working closely with the Branch Manager and staff, the LSR builds relationships, identifies customer needs, and uses knowledge of product and service features to provide an exceptional customer experience. The role involves interviewing customers with professionalism, patience, curiosity, and a results-oriented approach.

Requirements

• High school diploma or equivalent.
• Must work onsite at the branch office; working from home is not permitted.
• Ability to meet current licensing requirements of state and federal regulators.
• Ability to analyze relevant information and apply individual judgment.
• Advanced interpersonal relationship skills across varied 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.

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 customer expectations.
• Market branch products and services to customers and prospective 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 dialogue to identify and respond to their 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 and comply with state and federal regulations.
• Participate in personal development.
• Maintain knowledge of all company products.
• Seek additional opportunities and responsibilities.

Benefits

• Competitive pay
• Bonus potential
• Medical benefits
• Dental benefits
• Vision benefits
• 401(k)
• Paid time off
• Paid holidays
• Paid volunteer time
• Training programs and other employee development opportunities

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED