Loan Officer - Telesales
Loan Officer - Telesales
Posted on :
29-07-2025
Employer Active
1 Vacancy
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Job Description
Role Responsibilities:
- Engage with potential customers over the phone to understand their loan needs.
- Provide detailed information about various loan products and services.
- Conduct thorough assessments of clients financial situations.
- Guide clients through the loan application process.
- Answer customer inquiries and resolve any issues presented.
- Collaborate with the underwriting team to expedite the loan approval process.
- Maintain accurate records of all client interactions in the CRM system.
- Meet sales targets and key performance indicators (KPIs) as set forth by management.
- Follow up with clients post-application to provide updates and encourage conversion.
- Stay informed about market trends and competitors offerings.
- Assist in developing marketing strategies to attract new clients.
- Participate in team meetings providing insights and feedback on sales strategies.
- Conduct presentations and workshops for prospective clients when necessary.
- Train and mentor new hires on sales techniques and company policies.
- Continuously seek ways to improve customer service and operational efficiency.
Qualifications:
- Bachelors degree in finance business or a related field.
- Proven experience in telesales or a similar role.
- Strong knowledge of loan products and financial services.
- Exceptional communication and interpersonal skills.
- Ability to thrive in a fast-paced sales environment.
- Excellent problem-solving skills with a customer-centric focus.
- Proficiency with CRM software and Microsoft Office Suite.
- Strong work ethic and ability to work independently.
- Attention to detail in preparing documentation and reports.
- Ability to handle rejection and maintain a positive attitude.
- Strong time management and organizational skills.
- Ability to work collaboratively within a team.
- Understanding of legal and regulatory compliance in lending.
- Previous experience in financial sales is a plus.
- Willingness to learn and adapt to new protocols and systems.
- Fluent in both English and local languages.
loan products,negotiation skills,crm software,organizational skills,customer service,time management,loan,problem solving,communication skills,product knowledge,telesales,crm,sales,communication,microsoft office suite,financial services,problem-solving,team collaboration
Employment Type
Full Time
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