Financial Solutions Advisor

Soqquadro Italiano; Indian Trail (NC); On-site; USD 35,000 - 55,000; Full time

Job summary

Allegacy Financial in North Carolina seeks a dynamic associate to greet members, handle deposits and loans, and sell financial products to meet individual needs.

The role requires processing loan applications via Internet, phone, mail or fax, maintaining accuracy, and building trust with members while collaborating with the team.

Candidates should have a high school diploma, at least two years in a sales environment, and eligibility to be registered as a Mortgage Loan Originator.

Qualifications

• High School diploma or equivalent required.
• 2+ years in sales environment, preferably financial products and services.
• Eligible to be registered as a Mortgage Loan Originator (NMLS).

Responsibilities

• Assist members with customer service, transactional, deposit and loan assistance.
• Process loan applications submitted via Internet, phone, mail or fax.
• Provide excellent customer service and sell financial products and services.
• Record member information in CRM and follow up.

Skills

Customer service

Sales experience

Communication

Financial products

CRM

Education

High School diploma

Tools

Nationwide Mortgage Licensing System

Miser

Velocity

Job description

Allegacy Financial in North Carolina seeks a dynamic associate to greet members, handle deposits and loans, and sell financial products to meet individual needs.

The role requires processing loan applications via Internet, phone, mail or fax, maintaining accuracy, and building trust with members while collaborating with the team.

Candidates should have a high school diploma, at least two years in a sales environment, and eligibility to be registered as a Mortgage Loan Originator.