Loan Consultant

2 weeks ago


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

Are you a motivated and customer-focused individual with a passion for helping people achieve their financial goals? We are seeking a skilled Loan Consultant to join our team at EECU, a leading credit union in North Texas.


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 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.
  • Lead Generation: Proactively identify and qualify potential leads through active listening and strategic questioning during customer interactions.
  • 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, providing support and addressing concerns.
  • Collaboration: Work closely with loan processors, underwriters, and other teams to facilitate a seamless loan application and approval process.


Requirements:
  • High School Diploma or Equivalent: Required.
  • Proven Experience in a Call Center Environment: Required.
  • Strong Understanding of Various Loan Products: Required.
  • Excellent Communication and Interpersonal Skills: Required.
  • Familiarity with Sales Software and CRM Systems: Required.
  • Results-Driven Mindset: Required.
  • Adaptability to Changing Loan Products and Interest Rates: Required.
  • Ability to Work in a Fast-Paced Environment: Required.


What We Offer:
  • Competitive Salary: We offer a competitive salary based on experience.
  • Benefits Package: We offer a comprehensive benefits package, including medical, dental, and vision insurance.
  • Retirement Plan: We offer a 401(k) retirement plan with a company match.
  • Paid Time Off: We offer paid time off, including vacation and sick leave.
  • Opportunities for Advancement: We offer opportunities for advancement and professional growth.


How to Apply:

To apply for this position, please submit your resume and a cover letter to [insert contact information]. We look forward to hearing from you


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