Loan Sales Agent

Job Summary

A company is looking for a Loan Sales Representative.

Key Responsibilities

• Assess clients' financial needs and facilitate the loan application process
• Engage with clients to communicate the value of loan products and manage both inbound and outbound calls
• Meet or exceed monthly sales targets while collaborating with verification teams to ensure a seamless customer experience

Required Qualifications

• Minimum 2 years of experience in personal lending or loan advisory roles
• Proven track record of converting leads to sales and meeting sales targets
• Technological literacy for assisting clients with document uploads and troubleshooting
• Good understanding of personal finance and lending regulations
• Ability to read scripts and follow compliance standards during calls