Loan Sales Representative - Conroe, TX

Franklin County Chamber; Conroe (TX); On-site; USD 50,000 - 80,000; Full time

Benefits offered by this job

Competitive pay

Bonus potential

Medical, dental, vision insurance

401(k)

Paid time off

Paid holidays

Paid volunteer time

Job summary

1 st Franklin Financial Corporation is seeking a Sr. Loan Sales Representative to work onsite at the branch, collaborating with the Branch Manager and staff to identify customer needs and drive loan sales.

You will interview customers, explain product features, and deliver a high-quality customer experience. The role emphasizes professionalism, patience, curiosity, and a results-oriented approach while building relationships and ensuring compliance with state and federal regulations.

Qualifications

• High School Diploma or equivalent.
• On-site branch office work is required; working from home is not permitted.
• Minimum 3 years customer service experience.
• Ability to meet licensing requirements of various States and Federal regulators.
• Demonstrate the ability to analyze relevant information and apply individual judgment.
• Advanced interpersonal relationship skills across varying social and business settings.
• Ability to maintain confidential business and personal information.
• Action and result oriented.
• Proficient with MS Office Suite.
• Must possess a valid driver's license and the ability to operate an automobile.

Responsibilities

• Recommend products and services to support individual and branch sales goals and customer expectations.
• Market branch products and services to customers and potential customers.
• Conduct collection calls to arrange payments on customer accounts.
• Seek opportunities to originate new loans with new and existing customers.
• Develop knowledge of credit underwriting methods and sales tools.
• Ensure customer information is correct and document interactions.
• Consistently meet or exceed branch and individual goals.
• Engage with customers to identify and respond to needs promptly.
• Build internal and external relationships.
• Maintain customer confidentiality and privileged information.

Skills

Interpersonal skills

Analytical thinking

Goal oriented

MS Office

Valid driver's license

Education

High School Diploma

State/Federal licensing requirements

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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