Future Openings - Senior Loan Advisor (Fall 2026)
About The Position
We are seeking candidates with previous experience in auto loan refinancing. In this role as a Senior Loan Advisor you will be handling inbound calls and warm leads (no cold calling!), consulting with and assisting customers in refinancing their auto loans. In this role, you will… Leveraging a consultative sales approach, you will advise customers on the purchase of additional protection products including vehicle protection services and other offerings Provide customers with a thorough explanation of the terms of their loans, as well as aftermarket products and extended service contracts Act as a product sales expert, maintaining elevated product sales attachment goals and expectations Effectively manage and maintain a large pipeline of prospective customers, and maintain acceptable levels of conversion Conduct business in an ethical and professional manner, in congruence with our lender guidelines, finance laws, and internal compliance guidelines Process finance deals accurately and fairly through financial sources to secure funding Perform needs assessments, overcome objections and manage the expectations of customers Other duties may be assigned
Requirements
- 2 years refinance experience, demonstrating success in a loan officer role
- Experience handling and maintaining a high volume pipeline
- Excellent customer service skills and ability to quickly build rapport with customers
- Clear communication and active listening skills
- Ability to process information efficiently and incorporate in real time with customers
- Ability to learn new technology and use a variety of software platforms
- Excellent time management skills
Nice To Haves
- Bilingual in Spanish/English is a plus.
Responsibilities
- Advise customers on the purchase of additional protection products including vehicle protection services and other offerings
- Provide customers with a thorough explanation of the terms of their loans, as well as aftermarket products and extended service contracts
- Act as a product sales expert, maintaining elevated product sales attachment goals and expectations
- Effectively manage and maintain a large pipeline of prospective customers, and maintain acceptable levels of conversion
- Conduct business in an ethical and professional manner, in congruence with our lender guidelines, finance laws, and internal compliance guidelines
- Process finance deals accurately and fairly through financial sources to secure funding
- Perform needs assessments, overcome objections and manage the expectations of customers
Benefits
- Competitive compensation: $50,000 to $90,000+ per year.
- This includes a $50,000 base salary plus a monthly commission structure, with average total first-year earnings of $90,000. Commission is uncapped, so there's potential to exceed that average based on performance.
- Paid training and onboarding period of 16 weeks to set you up for success. You will be eligible to participate in the sales commission plan during your first full month of employment.
- Equity options in the Company
- 401(k) retirement plan
- Generous paid time off including Flexible Time Off (FTO) for all employees and 100% paid parental leave for all parents
- Exceptional benefits including highly subsidized medical, dental, and vision plans, and fully company-paid mental health, disability, and basic life insurance
- Optional benefits to suit your individual circumstances such as HSAs (with Caribou HSA contributions), FSAs, supplemental life and health, legal, and pet insurance
- Up to $1,000 per year for eligible professional development expenses
- Employee referral program
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
