Refinance Sales Representative

Global Lending ServicesGreenville, SC
12d

About The Position

As a Refinance Sales Representative, you will play a pivotal role in originating new consumer refinance transactions. You will serve as a subject matter expert for prospective customers and will be responsible to answer questions as the transaction moves through the refinance process. Responsibilities will include administrative functions as well as customer interactions in support of refinance transactions.

Requirements

  • High school diploma or equivalent required
  • Financial services or auto industry experience preferred but not required
  • Confident self-starter that operates at a high level with limited supervision
  • Excellent organizational skills with great attention to detail
  • Strong oral and written communication skills
  • High level of interpersonal skills with the ability to interact at all levels inside and outside of the organization
  • Meets deadlines without missing important details
  • Basic skills in using a variety of computer software applications, particularly Microsoft Word, Excel, and other Microsoft Office products
  • Team player that can adapt to a fast-paced and changing environment
  • Commitment to exemplifying the organizational core values and key competencies
  • Remain in a stationary position for up to 75% of the workday
  • Constantly operate a computer and other standard office equipment
  • Talk and hear to exchange accurate information
  • Have close visual acuity to perform activities such as: preparing and analyzing data and figures; viewing a computer terminal; extensive reading
  • Stoop and kneel to maintain files
  • This position is full-time
  • This is a position where business needs dictate the exact work schedule. Generally, days and hours of work are Monday through Friday, between 9:00 am-6:00 pm
  • Regular, predictable attendance is required, including overtime hours as business demands dictate

Nice To Haves

  • Financial services or auto industry experience preferred but not required

Responsibilities

  • Communicate with prospective customers by telephone and/or electronic methods to: explain the refinance process and educate consumers on the benefits of refinancing with GLS and provide assistance and guidance on all necessary documentation for the refinance process
  • Communicate with current applicants via phone, email, and other methods to: ensure their refinance transaction is moving seamlessly through the origination process, serve as a resource for inbound callers who have questions or concerns about their refinance transaction, and provide best-in-class service to process and finalize refinance transactions
  • Complete verifications, prepare documents and maintain work logs in an effort to close refinance transactions
  • Address funding issues, including escalating origination issues as necessary
  • Maintain acceptable customer service levels and turnaround times to achieve volume targets
  • Maintain electronic records and files that support work performed, results, and outcomes

Benefits

  • Competitive base pay and performance bonuses, dependent on role
  • Medical, dental, vision, telemedicine, supplemental insurance benefits, long-term and short-term disability
  • 401K with employer match and 100% immediate vesting
  • Paid Time Off (PTO) and paid company holidays to help you balance work and personal life
  • Paid Volunteer Time Off (VTO) Annually
  • Tuition Reimbursement
  • Parental Leave
  • Business casual work environment

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What This Job Offers

Job Type

Full-time

Career Level

Entry Level

Education Level

High school or GED

Number of Employees

1,001-5,000 employees

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