Lending & Recovery Sales Specialist

JSC Federal Credit Union; Webster (TX); Presencial; USD 25 000 - 39 000; Tempo integral

Resumo da oferta

Wellby is seeking a Sales and Recovery Specialist in Webster, TX to deliver an outstanding lending experience through digital applications, outbound calls, and debt recovery. The role involves pre-qualifying opportunities, negotiating payment plans, processing payments, and maintaining accurate records.

You will cross-sell products such as GAP insurance and extended warranties, manage a loan pipeline, and meet quarterly goals while adhering to Bank Secrecy Act policies.

Qualificações

• High School Diploma or equivalent required.
• 3–5 years financial services or sales experience preferred.
• Proven lending product knowledge and regulatory understanding.
• Ability to obtain NMLS license if not already held.

Responsabilidades

• Deliver an outstanding lending experience via digital applications, calls, and debt recovery.
• Pre-qualify opportunities and advise on loan products.
• Negotiate payment plans and process settlements within policy.
• Cross-sell products like GAP insurance and extended warranties.
• Maintain accurate member records and loan pipeline.

Conhecimentos

Lending knowledge

Sales experience

Negotiation

Cross-selling

Communication

NMLS license

Bilingual

Regulatory compliance

Formação académica

High School Diploma

Ferramentas

Microsoft Office

CRM systems

Microsoft Teams

Zoom

Descrição da oferta de emprego

Wellby is seeking a Sales and Recovery Specialist in Webster, TX to deliver an outstanding lending experience through digital applications, outbound calls, and debt recovery. The role involves pre-qualifying opportunities, negotiating payment plans, processing payments, and maintaining accurate records.

You will cross-sell products such as GAP insurance and extended warranties, manage a loan pipeline, and meet quarterly goals while adhering to Bank Secrecy Act policies.