Loan Sales Representative - Conroe, TX

1st-Franklin-Financial-Corporation; Conroe (TX); On-site; USD 42,000 - 65,000; Full time

Job summary

1st Franklin Financial Corporation is seeking a Sr. Loan Sales Representative to leverage interpersonal skills and product knowledge to meet customer needs.

You will work closely with the Branch Manager to build customer relationships and identify loan opportunities, while ensuring compliance with regulations and company policies. The role emphasizes interviewing customers professionally to drive an exceptional customer experience, with a focus on originating loans and expanding branch

Qualifications

• High School Diploma or equivalent required.
• Onsite branch office work is essential; remote work is not permitted.
• Minimum 3 years of customer service experience.
• Ability to meet licensing requirements of various States and Federal regulators.
• Demonstrate the ability to analyze relevant information and apply judgment.
• Strong interpersonal relationships across levels and settings.
• Maintain confidential business and personal information.
• Action and result oriented.
• Proficient with MS Office Suite.
• Must possess a valid driver’s license and ability to operate a vehicle.

Responsibilities

• Recommends products and services to support branch goals and customer expectations.
• Markets branch products and services to customers and prospects.
• Conducts collection calls to arrange payment on customer accounts.
• Seeks opportunities to originate new loans with new and existing customers.
• Develops knowledge of credit underwriting methods and sales tools.
• Ensures customer information is correct and documents interactions.
• Meets or exceeds branch and individual goals.
• Interacts with customers to identify and respond to needs promptly.
• Builds internal and external relationships.
• Maintains customer confidentiality and privileged information.
• Adheres to all 1FFC policies and procedures.
• Complies with state and federal regulations.
• Exhibits knowledge of all 1FFC products.
• Seeks additional opportunities and responsibilities.

Skills

Interpersonal skills

Customer service

Analytical judgment

MS Office

Education

High School Diploma or equivalent

Tools

MS Office Suite

Job description

Join the 1 st Franklin team as a Sr.Loan Sales Representative.

This position leverages interpersonal skills, and business knowledge to meet the needs of our customers. This position works closely with the Branch Manager and staff to build relationships and identify the needs of customers. The Sr. Loan Sales Representative is knowledgeable of features of products and services to drive that exceptional customer experience. The Sr. LSR interviews customers utilizing professionalism, patience, curiosity, and a results-oriented manner.

Principal Accountabilities and Key Activities

• Recommends product and services to support individual, branch sales goals, and customer expectations
• Markets branch products and services to customers and potential customers
• Conducts assigned collection calls of customer accounts to arrange payment
• Seeks opportunities to originate new loans with new and existing customers
• Develop knowledge of credit underwriting methods and sales tools
• Ensures customer information is correct and documents interactions
• Consistently meets or exceeds branch and individual goals
• Conducts dialogues with customers to identify and respond to needs in a timely and efficient manner
• Builds internal and external relationships
• Ensures customer confidentiality and privileged information is maintained
• Adheres to all 1FFC policies and procedures dialogues
• Complies with all State and Federal regulations
• Exhibits knowledge of all 1FFC products
• Seeks additional opportunities and responsibilities

Education, Qualifications and Experience

• High School Diploma or equivalent
• Serving our customers by working onsite at the branch office is an essential function of this job (working from home is not permitted under any circumstances)
• Minimum 3 years previous Customer Service experience
• Ability to meet current Licensing requirements of various States and Federal regulators
• Demonstrate the ability to analyze relevant information and apply individual judgment
• Advanced interpersonal relationship skills at a variety of levels and greatly differing social and business settings
• Ability to maintain confidential business and personal information
• Action and result focused
• Proficient with MS Office Suite products
• Must possess a valid driver's license and the ability to operate an automobile

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About Us:

1 st Franklin Financial Corporation has been a family run company for over 80 years. Our goal is to provide financial solutions across our footprint. Today we have over 380 offices across the Southeast and continue to expand into new territory. We offer you the potential to earn an annual salary. To support your growth, we also offer training programs and other developmental opportunities for employees. Benefits include competitive pay, bonus potential, medical, dental, vision, 401(k), paid time off, paid holidays, and paid volunteer time.

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