Loan Sales Representative - Conroe, TX

1st Franklin Financial Corporation•Conroe, TX

2d•Onsite

About The Position

The Sr. 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 applies knowledge of products and services to deliver an exceptional customer experience. The role includes interviewing customers with professionalism, patience, curiosity, and a results-oriented approach. The position is based onsite at a branch office; working from home is not permitted. The representative recommends and markets products and services, seeks opportunities to originate loans, makes assigned collection calls, maintains accurate customer information, and works toward branch and individual goals. The role also requires protecting confidential information, following company policies and applicable regulations, developing product and underwriting knowledge, and participating in personal development.

Requirements

High school diploma or equivalent.
Minimum of 3 years of previous customer service experience.
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.
Must work onsite at the branch office; working from home is not permitted.

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 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 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 1FFC policies and procedures.
Comply with state and federal regulations.
Participate in personal development.
Exhibit knowledge of all 1FFC products.
Seek additional opportunities and responsibilities.