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Receive, manage, initiate, and structure customer requests for products and services through Inbound and Outbound originations. Present features and benefits of suggested product solutions including terms, conditions and interest rate. Cross-sell and up-sell loan requests. Acknowledge and clarify customer needs; attain customer commitment. Communicate conditional loan decisions in a timely manner. |
70% |
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Underwrite loan applications based on credit policy guidelines with main focus on quality. Assist customers with inquiry questions such as collateral values, interest rates, and pending loan status. |
25% |
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Attend training sessions, weekly meetings. Set and track weekly, monthly, quarterly, and yearly goals. |
5% |
High School degree required. College degree preferred with an emphasis on general Business related courses.
Prior sales experience required. Experience in equity loan origination preferred. Previous experience in a fast paced production environment required.
PC Skills required; strong oral and written communication; excellent telephone communication skills; ability to work in a high production and structured environment; team player; strong customer service and negotiation skills; math aptitude.
Customer Focus
Decision Quality – Sound Judgement
Analytical Skills
Integrity and Trust
Listening Skills
Problem Solving Skills
Self Development
Organizational Skills
Persuasion Skills
Work in fast paced environment
Sales Managers
Operations Managers
Closing Managers
Customers
Vendors
Daily Activity
Loan Volume Generated
Profitability
Queue Maintenance
Information and Documentation
Customer Service and Call Monitoring
Self Development
Ability to achieve and surpass daily/weekly activity goals
Ability to achieve and surpass monthly loan volume quota
