2 дня назад
Consumer Direct Loan Specialist
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Consumer Direct Loan Specialist (Consumer Lending): Driving consumer loan origination and expanding customer relationships through outbound sales calls, needs-based product recommendations, and accurate loan applications with an accent on financial product knowledge, sales productivity, and regulatory compliance. Focus on managing high-volume outbound activity, identifying customer needs, tracking sales pipelines, and meeting quality and risk standards.
Location: Onsite at offices in Gateway, Columbus, OH; Akron Operations Center, Akron, OH; Detroit Tower, Detroit, MI; Flint West, Flint, MI; Bloomfield Hills, MI; or Covington Main, Covington, KY.
Company
is a banking organization providing consumer lending, mortgage, insurance, and other financial products and services.
What you will do
- Drive consumer lending origination and expand existing customer relationships through proactive outbound phone sales.
- Use multiple lead sources to introduce and originate products and services.
- Identify customer needs, explain financial solution benefits, and recommend appropriate products.
- Provide qualified referrals to specialized partners, including Insurance and Mortgage teams.
- Complete accurate and compliant loan applications while managing sales pipelines and tracking progress.
- Maintain product, system, technology, and regulatory knowledge while meeting quality, risk, and productivity standards.
Requirements
- At least 1 year of previous financial sales experience.
- High school diploma or equivalent.
- Ability to achieve an average of 80 or more daily contact attempts through the lead management system.
- Registration and additional qualifications are required for the Mortgage Loan Originator and Loan Originator responsibilities under applicable regulations.
- Must be currently authorized to work full time in the United States.
Nice to have
- 3 or more years of financial phone sales experience in consumer lending, mortgage, business banking, or related financial fields.
- Bachelor's degree.
Culture & Benefits
- Full-time office-based employment.
- Work is performed in an in-office environment focused on connection and collaboration.
- Immigration sponsorship and assistance obtaining work permission are not available for this position.
- Employment follows quality, compliance, risk, policy, learning, and system requirements.
Будьте осторожны: если работодатель просит войти в их систему, используя iCloud/Google, прислать код/пароль, запустить код/ПО, не делайте этого - это мошенники. Обязательно жмите "Пожаловаться" или пишите в поддержку. Подробнее в гайде →