Financial Sales & Service Representative

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 (excluding GAP and debt protection products).
• 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, additional obligations are met, and the member experience remains positive throughout the process.

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 and periodic re-screening during employment, in accordance with company policy and applicable law.

Benefits

• Medical coverage with employer contributions covering up to 93% of the premium cost, plus dental and vision options.
• 6% company match on 401(k) retirement plan contribution, with contributions fully vested and made every pay period.
• 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, and more!