Personal Loan Specialist

This is a fully remote position, open to applicants in United States.

📋 Description

• Operate independently in a dynamic remote setting with guidance from management and team members.

• Manage multiple tasks while adapting to the demands of the role, ensuring timely and efficient service delivery.

• Facilitate inbound and outbound communications via phone calls and/or emails through the dialer system.

• Interact with customers who have initiated the application process and require further information or support.

• Connect with customers and various departments through phone, email, chat, and internal systems.

• Evaluate customer needs, discuss options, and present diverse loan types.

• Cultivate trust, foster customer loyalty, and enhance satisfaction throughout the application journey.

• Assist customers in completing their application processes.

• Confirm and verify customer information.

• Support customers in uploading documents to the online portal.

• Document and record applications accurately.

• Address customer inquiries, concerns, and objections.

• Effectively communicate the benefits of loan options persuasively.

• Adhere to and stay informed about company policies, procedures, state and federal lending laws, and compliance standards.

• Participate in thorough sales training, focusing on product knowledge, sales strategies, objection management, and core systems.

• Achieve and surpass monthly performance metrics.

• Engage in feedback and continuous improvement initiatives, offering constructive feedback to enhance performance and processes.

⛳️ Requirements

• 1-2 years of experience in a call center environment, ideally with a dialer system or managing high call volumes.

• Strong customer satisfaction focus and sales abilities.

• Open to coaching and adaptable, with a desire to learn and develop.

• Familiarity with sales/customer service principles and techniques.

• Exceptional communication, customer service, and sales skills.

• Capability to thrive in a goal-oriented setting.

• Proficient in computer skills.

• Self-driven and performance-oriented.

• Flexibility to adjust to evolving sales situations and customer requirements.

• Ability to work autonomously in a fast-paced environment.

• Knowledge of credit bureau reporting.

• Must reside in one of the employer's approved locations by the start date.

• Currently eligible to work in the United States without sponsorship now or in the foreseeable future.

• Willing to work from 9 AM to 6 PM CST.

• Comfortable making outbound sales calls daily using a dialer.

• Experience with a dialer system or managing high-volume calls.

• Background in reviewing or explaining credit report information.

• Experience in assisting customers with application completion, information verification, and document submission.

🏝️ Benefits

• Comprehensive medical, dental, and vision insurance.

• Contributions to Health Savings Account (HSA).

• Employee Assistance Program (EAP).

• 401(k) plan with Safe Harbor Match (100% of the first 3% and 50% of the next 2%).

• Accrued time off.

• Company holidays.

• Sick leave.

• Three floating holidays.

• 12-week Paid Parental Leave.

• Monthly performance-based incentive bonus.

• Comprehensive technology package.

• Fully remote working arrangement.

• Regular virtual meetings and team-building events.