Sales and Client Solution Specialist jobs in United States
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Nationwide Loan Consultants ยท 3 months ago

Sales and Client Solution Specialist

Nationwide Loan Consultants is a fast-growing loan consulting firm committed to helping clients achieve their financial goals through tailored financial solutions. The Sales and Client Solution Specialist will engage with clients, assist them in navigating loan options, and ensure exceptional customer experiences while meeting departmental goals.

Consumer LendingFinancial ServicesLending

Responsibilities

Handle inbound and outbound calls, guiding clients through their loan options with confidence, care, and professionalism
Consistently hit department benchmarks while ensuring an exceptional customer experience
Follow scripts and use CRM tools effectively to streamline client interactions and stay compliant
Work closely with your team and leadership, embracing ongoing coaching to sharpen your skills
Use strong, clear communication to build relationships with clients and colleagues alike

Qualification

CRM systemsSales experienceBilingual (Spanish)CommunicationTeam collaboration

Required

High-Energy & Motivated: You bring enthusiasm, drive, and a competitive spirit to everything you do
Experience: You've worked in a call center, sales, or customer service role and know how to engage clients effectively
Tech-Savvy & Organized: You're comfortable using CRM systems and following structured processes
Detail-Oriented & Reliable: You take pride in accuracy, integrity, and being a dependable team player
Adaptable & Resilient: High call volumes? No problem! You handle pressure with a positive attitude

Preferred

Bilingual? That's a Plus! Spanish speakers are encouraged to apply!

Benefits

Health, dental, and vision insurance
PTO

Company

Nationwide Loan Consultants

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At Nationwide Loan Consultants & Advisors, our mission is simple: help individuals and businesses access smarter, faster, and more personalized funding solutions through expert guidance, streamlined support, and a tailored approach.

Funding

Current Stage
Growth Stage
Company data provided by crunchbase