Financial Solutions Specialist

3 weeks ago


Fort Worth, Texas, United States EECU Full time
About the Role

We are seeking a highly motivated Financial Solutions Specialist to join our team in Fort Worth, Texas. As a Financial Solutions Specialist, you will be responsible for providing exceptional customer service and finding tailored loan solutions for our clients.

The ideal candidate will have excellent communication and interpersonal skills, with the ability to explain complex financial information in a clear and concise manner. Proven experience in a call center environment, with a track record of successful loan sales, is also required.

**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 our loan offerings, interest rates, and eligibility criteria to effectively communicate benefits and answer customer queries.
  • Consultative Selling: Utilize a consultative approach to understand customer requirements and recommend loan solutions that align with their financial goals.

**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.

**What We Offer:**

  • A competitive salary range of $45,000 - $65,000 per year, based on experience.
  • Ongoing training and development opportunities.
  • A dynamic and supportive work environment.


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