Senior Loan Sales Representative - Summerville, SC
About The Position
The Senior 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 uses knowledge of the company’s products and services to provide an exceptional customer experience. The role involves interviewing customers professionally and patiently, with curiosity and a results-oriented approach. Working onsite at the branch office is an essential function; working from home is not permitted. Travel, including overnight travel as required, is also an essential function.
Requirements
- High school diploma or equivalent.
- Minimum of 3 years of previous customer service experience.
- Ability to meet current licensing requirements of various states and Federal regulators.
- Ability to analyze relevant information and apply individual judgment.
- Advanced interpersonal relationship skills across a variety of levels and differing social and business settings.
- Ability to maintain confidential business and personal information.
- Action- and result-focused approach.
- Strong verbal and written communication skills.
- Proficiency with MS 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 that 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.
- Conduct customer dialogues to identify and respond to needs in a timely and efficient manner.
- Build internal and external relationships.
- Maintain customer confidentiality and protect privileged information.
- Adhere to company policies and procedures and 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 insurance
- 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
Senior
Education Level
High school or GED
