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Loan Sales Representative jobs in United States
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Above Lending · 2 days ago

Loan Sales Representative

Above Lending is seeking highly motivated and experienced Sales Agents to join their dynamic team. The successful candidate will play a crucial role in driving revenue growth, building strong client relationships, and contributing to the overall success of the company by assessing clients’ financial needs and facilitating the loan application process.
FinanceLendingCreditFinancial ServicesPersonal Finance

Responsibilities

Assess clients’ financial needs, educate them on available loan products and facilitate the loan application
Engage with clients to ensure they understand the value of our product
Collaborate with verification teams to ensure a seamless customer experience
Meet or exceed monthly sales targets set by management
Effectively organize and manage workload without constant supervision; maintain focus and productivity independently
Effective pipeline management which requires monitoring and tracking leads through each stage of the process
Manage both inbound and outbound calls

Qualification

Personal LendingLoan AdvisorySales Target AchievementPersonal FinanceLending RegulationsCompliance StandardsPipeline ManagementInbound and Outbound Call ManagementOvercome Objections

Required

Minimum 2 years of experience in personal lending or loan advisory roles
Strong history of converting leads to sales with documented success in meeting or exceeding sales targets
Technological literacy for computer applications along with the ability to assist clients with the process of uploading documents, navigating websites, and troubleshooting basic device issues
Good understanding of personal finance and lending regulations specifically in regards to debt resolution and personal loans
Ability to read through detailed scripts and follow compliance standards on every call
Strong ability to overcome objections
Strong desire to exceed monthly sales targets
Superior listening skills and ability to engage prospects by phone

Benefits

Considerable employer contributions for health, dental, and vision programs
Generous PTO, paid holidays, and paid parental leave
401(k) matching program

Company

Above Lending

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Above Lending offers easy and transparent tools to assist our clients in achieving their personal finance goals and gaining debt control.

Funding

Current Stage
Growth Stage
Total Funding
$200M
Key Investors
ATLAS SP Partners
2023-10-30Debt Financing· $200M

Leadership Team

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Trey Springer
Chief Technology Officer
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Claire Davidson
VP, Marketing and Strategic Partnerships
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Company data provided by crunchbase