About the role : 

As a Consumer Loan Specialist, you will go through an on-the-job training program to enhance skills and encourage internal advancement.

Responsibilities : 

  • Actively seeks opportunities to originate new loan business with new and existing customers.
  • Evaluates customer needs to recommend the best consumer loan and voluntary product solutions.
  • Completes loan applications, proposals and offers for new borrowers and follows up with pending applicants.
  • Assists potential borrowers by explaining the loan process, answering questions regarding loan products and loan processing.
  • Takes ownership of customer concerns and works with management to formulate and execute strategies for potential problem loans.
  • Closes loans, assembles loan folders, and breaks down files as well as other miscellaneous tasks.
  • Consistently meets or exceeds loan goals.
  • Responsible for day-to-day servicing of an ever-growing, complex consumer loan portfolio.
  • Applies analytical skills to quickly and efficiently resolve any customer issues.
  • Processes insurance claims, follow-ups and payments daily and maintains insurance log.
  • Provides excellent customer care through daily transactions, customer inquiries and problem resolution.
  • Answers incoming phone calls; checks branch’s voicemail.
  • Effectively builds trust with customers and internal staff by embodying and demonstrating the philosophy of the organization, including core values, company policies, operational procedures and compliance.

Candidate requirements :

  • High school diploma or equivalent.
  • Minimum of 1 year of sales experience (i.e., retail sales, goal-oriented or incentive based).
  • Creative problem solving, analytical decision making, organization and time management skills.
  • Professional demeanor, positive attitude, strong communication and customer relations skills are a must.
  • Ability to work in a high-performing, fast-paced, goal-oriented, team environment.
  • Must be able to successfully navigate priorities while paying close attention to details.
  • Basic computer skills and familiarity with Windows & Microsoft Office.
  • Spanish speaking skills are desirable but not required.
  • Must meet our acceptable standards for criminal background history, credit history and pass a pre-employment drug screen.
  • Must be able to meet the eligibility requirements for insurance licensing in order to sell voluntary insurance products. Eligibility is based on a criminal background check conducted by the state’s department of insurance.
Job Overview
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