The Savings Group · 5 months ago
Loan Specialist Sales - Remote
United States
Full-time
Remote
New Grad, Entry Level
$36K/yr - $70K/yrThe Savings Group is an innovative FinTech company that is powering finance in the age of mobility. As a Loan Specialist, you will provide direct-to-consumer auto finance and refinance solutions while delivering superior customer service and managing the loan process from start to finish.
Financial Services
Responsibilities
Interact with customers to understand their needs and provide tailored auto finance and refinance options
Provide exceptional customer service, addressing inquiries and resolving any issues promptly and professionally
Facilitate the loan application process from start to finish, ensuring all required documentation is accurately completed and submitted, while working with supporting departments
Daily achieving 60+ outbound phone calls, 3 to 5 hours of talk time with texting and emails
Maintain a deep understanding of our products to effectively offer and explain additional options to customers
Develop sales skills to effectively present benefits of loan options and sell additional products
Manage expectations and overcome objections with a consultative sales approach
Work within our lending partners' guidelines
Walk customers through document signing, collecting necessary stipulations, consistent follow up until loan has funded
Quality assurance of all work through provided tools - lender information, state information, documentation, notation, checklists, etc
Work closely with other team members and departments to ensure a seamless customer experience
Adhere to all regulatory and company policies to ensure compliance in all loan processing activities
Effectively manage and maintain an organized pipeline
Additional duties as required
Qualification
Required
High school diploma, or equivalent required
Ability to speak, read and write fluent English
Strong verbal and written communication skills, with an emphasis on communication of channel operations
Ability to effectively communicate with all levels of the company
Ability to establish and maintain effective working relationships and objectively coach associates and management through complex issues
Excellent presentation skills
Basic computation skills
High Level of Organization: Managing your time, energy and workspace well and can accomplish all your assigned tasks successfully before end of day
Detail-oriented with the ability to organize, prioritize, and work independently
Strong reasoning and critical thinking skills
Ability to apply common sense understanding to carry out detailed but uninvolved written or oral instructions
Ability to deal with problems involving concrete variables in standardized situations
Proficient with Microsoft Office and Teams, with intermediate Excel ability
Ability to navigate multiple systems and platforms
Preferred
Associates or bachelor's degree preferred
Experience with CRMs preferred
Experience in sales is an advantageous asset
Customer Service Excellence: Whether it's behind the bar or at the front of a restaurant, providing top-notch service is second nature
Automotive Industry Savvy: From dealerships to repair shops, understanding the fast-paced nature of the automotive world is a valuable skill
Call Center Expertise: Managing high-volume calls with patience and efficiency is a testament to a candidate's resilience and communication prowess
Sales Acumen: A history of sales-oriented roles demonstrates a candidate's ability to persuade and meet targets effectively
Benefits
5-weeks of training- 8-5 PM in Mountain Standard Time.
Paid time off and paid holidays
401K with company match
Health, dental, vision, life and disability insurance options
Company
The Savings Group
The Savings Group is the most diversified consumer marketplace for automotive finance, refinance, and protection plans.
Founded in 2021
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Jeff Hutcheson
Co-Founder and Co-CEO
Recent News
Company data provided by crunchbase