HM Cons Direct Sales Asst jobs in United States
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Citizens · 11 hours ago

HM Cons Direct Sales Asst

positionPlano, TX
timeFull-time
remoteOnsite
seniorityEntry Level
date1+ years exp

Citizens is a company committed to providing equal employment opportunities and fostering an inclusive culture. The Sales Assistant is responsible for supporting the sales team by ensuring loan quality, handling customer inquiries, and managing administrative tasks.

BankingCredit CardsFinancial ServicesFinTechRetail

Responsibilities

Completing various tasks which creates efficiencies for the sales team and managers
Ensures new loans meet quality standards and follow up with customers to collect appraisal fees
Handle general customer objections and answer basic questions
Move loans from the initial application phase into operations where the loan will be fulfilled
Handle a number of administrative tasks to support the time sensitive needs of the management staff
Review the policy and determine the appropriate way to implement the policy to our team

Qualification

Sales experienceFinancial servicesCall center experiencePC skillsTime managementMultitaskTeamworkCommunication skillsOrganizational skills

Required

Ability to work independently and successfully in a team environment
Experience working in a call center environment
Superior organization and time management skills
Demonstrated ability to handle multiple tasks efficiently in fast environment
Effective written and verbal communication skills essential
Capable of delivering results within specified timeframe
Proficient PC skills, including MS Office experience
Successful candidate must meet and comply with all requirements set forth in the SAFE Act, including, but not limited to successful completion of the required background checks and obtaining a Unique Identifier from the NMLS

Preferred

BA /BS degree preferred
1 years of sales experience in financial services preferred

Company

Citizens

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At Citizens, we recognize that the journey to accomplishment is no longer linear and that individuals are made of all they have done and all they are going to do.
dateFounded in 1828
location
Providence, Rhode Island, USA
people-size10001+ employees
web-link
https://www.citizensbank.com/

Funding

Current Stage
Public Company
Total Funding
$2B
2025-02-26Post Ipo Debt· $750M
2024-07-09Post Ipo Debt· $1.25B
2014-09-23IPO

Leadership Team

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Melisa Carrascoza
SVP, Business Banking Market Executive - New England South
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Steve Kozek
Head of Commercial Excellence, Senior Vice President
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Recent News

Business Wire
Citizens Financial Group, Inc. Reports Fourth Quarter 2025 Net Income of $528 million, up 32% YoY, and EPS of $1.13, up 36% YoY
2026-01-22
Business Wire
Citizens Financial Group to Participate at the UBS Financial Services Conference
2026-01-22
Talk Business & Politics
Connections: New hires announced at Walton School of Medicine
2026-01-19
Company data provided by crunchbase