Key skills
CRMSales
About this role
Role Overview
- Manages inbound loan inquiries and provides accurate information on available consumer loan products and services.
- Utilizes the CRM system to qualify and manage all necessary loan product leads.
- Converts qualified leads into opportunities by assessing member needs, documenting all interactions, and tracking progress toward closing.
- Collects required member documentation via secure channels.
- Reviews and verifies the accuracy and completeness of all submitted materials, ensuring compliance with underwriting and company requirements.
- Generates loan contracts and related sales agreements, prepares closing packages, and facilitates execution through electronic or in-branch signings.
- Conducts follow-up after closing to confirm all required documentation has been received.
Requirements
- High School Diploma required
- 1-2 years experience in consumer lending, banking, or a related administrative or sales environment.
- Must successfully complete a criminal background check during pre-employment screening
Benefits
- Medical coverage with employer contributions covering up to 93% of the premium cost
- Dental and vision options
- 6% company match on 401(k) retirement plan contribution, fully vested
- 3 weeks’ vacation
- 12 holidays
- 8 sick days
- 48 hours of volunteer time annually
- Free AAA membership
- Insurance discounts
- Travel commission refund
- Up to $625 in Wellness Incentives
- Up to $6k in tuition reimbursement
- Competitive base pay
- Annual bonus opportunities