Contact borrowers via phone and email to facilitate the loan application process.
Collect required documents from your customers during the application, move the transaction through the underwriting process, and quickly arrange a closing with the customer.
Utilize your strong communication and critical thinking skills to quickly engage borrowers, sell them on the benefits of our loan, and drive the transaction to close in 1 to 2 calls.
Manage a sales pipeline of up to 20 transactions in various stages of completion.
Meet daily, weekly, and monthly sales goals.

3+ years of recent experience as an inside sales representative
Preference for those who’ve worked in a fast-paced call center and short sales cycle environment.
Finance experience is a Plus.
Experience working in a highly commission-driven environment and proven success exceeding goals in a fast-paced, inside sales environment.
Strong computer and organizational skills to effectively manage a CRM tool such as Salesforce.
High School diploma or equivalent

401 (k) with employer match
Medical, dental, and vision with HSA and FSA options
Competitive vacation and sick time off, as well as dedicated volunteer days
Access to wellness support through Employee Assistance Program, physical and mental health wellness programs
Up to $5,250 paid back to you on eligible education expenses
Pet care discounts for your furry family members
Financial support in times of hardship with our Achieve Care Fund
A safe place to connect and a commitment to diversity and inclusion through our six employee resource groups

Inside Sales Representative – Loan Consultant

Key skills