Loan Sales Representative - Conroe, TX

1st Franklin Financial Corporation; Conroe (TX); On-site; USD 40,000 - 65,000; Full time

Job summary

1st Franklin Financial Corporation in Texas is seeking a Sr. Loan Sales Representative to join the branch team. You will recommend loan products, market services, and work directly with customers to meet financing needs.

The role requires at least 3 years of customer service experience, an on-site presence, and the ability to meet licensing requirements. Proficiency in MS Office and strong communication are essential.

Qualifications

• High School Diploma or equivalent is required.
• On-site presence at the branch office is required; working from home is not permitted.
• 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 differing social/business settings.
• Ability to maintain confidential business and personal information.
• Action and result focused.
• Strong communication skills (verbal / written).
• Proficient with MS Office Suite products.

Responsibilities

• Recommends product and services to support branch sales goals and customer expectations.
• Markets branch products and services to customers and potential customers.
• 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.
• Participates in personal development.
• Exhibits knowledge of all 1FFC products.
• Seeks additional opportunities and responsibilities.

Skills

Customer service

Sales

Communication skills

Confidentiality

Problem solving

MS Office

Education

High School Diploma or equivalent

3 years customer service experience

Tools

MS Office Suite

Job description

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

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
• Participates in personal development
• 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
• Strong communication skills (verbal / written)
• Proficient with MS Office Suite products

Desirable

• Must possess a valid driver's license and the ability to operate an automobile

#IND003

About Us

1st 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.