Consumer Loan Specialist

About This Role

This role involves providing exceptional customer service to new and existing customers, guiding them through the loan process, and educating them on financial products. It requires driving sales growth through consultative techniques and managing inbound/outbound calls to attract new business and resolve delinquent accounts.

Responsibilities

• Provide outstanding support to new and existing customers, guiding them through the loan process with care and professionalism
• Use consultative sales techniques to educate customers on financial products and services, identifying opportunities to upsell and cross-sell
• Manage inbound calls with confidence and make proactive outbound calls to attract new business and promote offerings
• Collaborate with customers on past-due accounts, offering solutions and working toward resolution
• Participate in a hands-on training program with one-on-one mentoring to build skills and confidence
• Follow all regulatory guidelines and company policies to protect customer information and company assets

Requirements

• Genuine desire to help others and provide top-tier service
• Confidence in promoting products and services that meet customer needs
• Excellent verbal and written communication skills
• Ability to think on your feet and offer creative solutions
• Willingness to learn new systems and processes
• Collaborative spirit and desire to contribute to team success
• High School diploma or equivalent

Qualifications

• High School diploma or equivalent required; college coursework or degree is a plus
• Experience in customer service, sales, or consumer finance is preferred but not required

Nice to Have

• College coursework or degree
• Experience in customer service, sales, or consumer finance

Benefits