Loan Consultant

2 days ago


Fort Worth, Texas, United States EECU Full time
Job Overview

EECU is seeking a highly motivated Call Center Loan Consultant to join our dynamic team. As a key player in connecting customers with tailored loan solutions, you will play a pivotal role in helping individuals achieve their financial goals.

The successful candidate will be responsible for engaging with potential customers, providing information about loan products, and guiding them through the application process. Strong communication and interpersonal skills are essential in this role, as well as the ability to explain complex financial information in a clear and concise manner.

Key Responsibilities:

  • Inbound and Outbound Sales Calls: Engage with potential customers to understand their financial needs and provide information about loan products.
  • Product Knowledge: Stay well-informed about loan offerings, interest rates, and eligibility criteria.
  • Consultative Selling: Utilize a consultative approach to understand customer requirements and recommend loan solutions that align with their financial goals.
  • Lead Generation: Proactively identify and qualify potential leads through active listening and strategic questioning.
  • Sales Targets: Work towards achieving and exceeding sales targets, ensuring high conversion rates and customer satisfaction.
  • Customer Relationship Management: Build and maintain positive relationships with customers throughout the loan application process.

Requirements:

  • High school diploma or equivalent; additional education in finance, sales, or related field is advantageous.
  • Proven experience in a call center environment, with a track record of successful loan sales.
  • Strong understanding of various loan products, lending processes, and regulatory requirements.
  • Excellent communication and interpersonal skills, with the ability to explain complex financial information in a clear and concise manner.
  • Familiarity with sales software, CRM systems, and other digital tools.

About EECU:

EECU is an EOE/Vets/Disabled Employer and does not discriminate against applicants due to veterans status or on the basis of disability. For more information on our organization and our best-in-class benefits, please visit EECU Careers at www.eecu.org/careers.



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