Loan Sales & Solutions Advisor

1ffccareers

Colonial Heights (VA)

On-site

USD 21,000 - 23,000

Full time

14 days+
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Job summary

1st Franklin Financial Corporation is seeking a Loan Sales Representative to operate onsite at a branch and engage customers with product recommendations, relationship building, and proactive loan origination. You will work closely with the Branch Manager to meet sales goals while ensuring compliance and accurate documentation.

The role emphasizes interpersonal skills, product knowledge, and the ability to navigate licensing requirements.

Qualifications

  • High School Diploma or equivalent.
  • Onsite branch office work is essential; working from home is not permitted under any circumstances.
  • 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.

Responsibilities

  • 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.

Skills

Interpersonal skills
Communication skills
MS Office
Analytical thinking
Customer service

Education

High School Diploma or equivalent

Tools

MS Office Suite

Job description

1st Franklin Financial Corporation is seeking a Loan Sales Representative to operate onsite at a branch and engage customers with product recommendations, relationship building, and proactive loan origination. You will work closely with the Branch Manager to meet sales goals while ensuring compliance and accurate documentation.

The role emphasizes interpersonal skills, product knowledge, and the ability to navigate licensing requirements.

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