America First Credit Union · 5 hours ago
Spanish Speaking- Inbound Sales Advisor (W@H)
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Responsibilities
Assumes responsibility for inbound sales efforts to promote member service solutions primarily focused on loans and ancillary insurance sales.
Responsible for promoting, receiving and originating loan applications. Communicates application details and loan decisions to members. Counsels members on relevant solutions to needs.
Maximizes the penetration of Credit Union products and services in order to meet/exceed established sales goals and baselines.
Responsible for handling member interactions via all channels while using effective sales techniques. Assesses members' current financial needs by using effective relationship building and consultative sales techniques.
Makes appropriate recommendations for loan and other products and services.
Highly motivated and self-driven. Sales and goal oriented.
Qualification
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Required
High school graduate or equivalent
General knowledge of consumer loan processes, credit data, application processes and banking requirements
Understanding of government regulations and legal requirements involving lending and related functions
Minimum of 2 years related experience in a sales position, credit union or financial institution
At least two years’ experience as a loan originator
Reviewing credit data and loan applications
Proven sales track record
Microsoft applications, including Power Point, Excel and Word
Excellent communication and public relations skills.
Professional appearance, dress, and attitude.
Efficiency, accuracy, and the ability to deal with people are vital to the successful execution of this position
Good organizational and problem-solving abilities.
Ability to operate related computer applications, CTI phone system, smart fax, and all other applicable systems.
Company
America First Credit Union
America First Credit Union was founded in 1939
Funding
Current Stage
Late StageRecent News
2024-11-26
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