Virtual Loan Center Representative
On-siteHouston, Texas, United States
EXPIREDHouston, Texas, United StatesOn-siteFull Time
Full Time
Job Summary
Answer incoming calls and reach out to members to uncover loan opportunities while guiding applicants through the application process. Complete, submit, and process loan applications and online new account memberships via phone and electronic channels. Routinely follow up on active inquiries, gather supporting documents, and cross-sell ancillary products like GAP and vehicle service contracts. Clearly communicate with underwriting to clarify creditworthiness and satisfy loan conditions to ensure timely closing and member satisfaction scores greater than or equal to 90%.
Required Qualifications
- 1+ years of direct lending, banking, or financial sales experience in a related field
- 2+ years of previous sales experience is required within a retail, banking, or call center environment
- High school diploma or its equivalent
- Willing and able to work remotely if needed
- Ability to maintain confidentiality with member information
- Ability to perform in a fast-paced environment
- Ability to interpret information work independently and/or as part of a team and be able to adapt to the fast-changing environment to accomplish individual and team goals and meet deadlines
- Basic personal computer skills and proficiency in Microsoft Office
- General knowledge of loan policies including but not limited to Truth in Savings, Truth in Lending, Bank Secrecy Act, and anti-discrimination legislation
- General knowledge of basic call center policies and telephone etiquette
- Knowledge of consumer and residential lending practices
- Excellent interpersonal, communication, and public relations skills
- Professional appearance and attitude
- Strong organization and follow-up skills
- Sound decision-making and judgment with attention to detail and accuracy
Desired Qualifications
- Some college preferred, but not required
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