Proactively reach out to potential borrowers via phone, email, SMS and live chat to complete applications and secure loan drawdowns
Coach customers through every step of the lending journey, explaining features, overcoming objections and removing barriers to approval
Re-engage abandoned or stalled applications with creative outreach strategies
Hit and exceed individual targets for application completions, conversion rates and loan volumes across personal and auto products
Deliver personalized experiences that balance sales success with responsible lending
Keep CRM records up to date, capture customer feedback and escalate complex cases when needed
Partner with the team to share best practices, adapt to process changes and elevate our overall performance

2+ years in sales or financial services, with a proven track record of meeting or beating targets
Excellent communication skills—your persuasive, empathetic approach wins trust and closes deals
Strong objection-handling and problem-solving abilities
Comfort managing multi-channel interactions (phone, email, SMS, chat) and documenting everything in a CRM
A keen eye for detail, a compliance-first mindset and the stamina to thrive on fast-paced call volumes
A collaborative spirit and the drive to contribute to a high-energy, results-oriented team

Customer Success Representative

Key skills