Senior Loan Sales Specialist (Branch-Based)

1st-Franklin-Financial-Corporation; Conroe (TX); Vor Ort; USD 42.000 - 65.000; Vollzeit

Zusammenfassung

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

Qualifikationen

• 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.

Aufgaben

• 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.

Kenntnisse

Interpersonal skills

Customer service

Analytical judgment

MS Office

Ausbildung

High School Diploma or equivalent

Tools

MS Office Suite

Jobbeschreibung

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