Source Job

US 2000w PTO

  • Assess clients’ financial needs and educate them on loan products
  • Collaborate with verification teams to ensure seamless customer experience
  • Manage both inbound and outbound calls to meet monthly sales targets

Sales Compliance Communication

6 jobs similar to Loan Sales Representative

Jobs ranked by similarity.

US

  • Build excitement and establish trust with clients over the phone.
  • Gather information from clients and systems to provide to lending agents.
  • Support and contribute to our energetic team of business development enthusiasts.

Above Lending is committed to providing impeccable service and helping clients achieve their financial goals. You will be employed by our parent company Beyond Finance, but actively supporting Above Lending through your work.

$100,000–$300,000/yr
US

  • Guide clients toward financial freedom by assessing their financial situations.
  • Provide tailored debt consolidation options to resolve clients' challenges.
  • Quickly build rapport and establish trust with prospective clients.

Beyond Finance aims to help Americans escape debt and achieve financial stability. They emphasize compassionate care, compliance, and user-centric technology to assist over 1 million clients.

US Unlimited PTO 12w maternity 12w paternity

  • Act as a player-coach by maintaining personal sales production while managing a team of Home Advisors.
  • Coach and support Home Advisors through sales calls, borrower interactions, and mortgage scenarios.
  • Organize daily standup meetings, communicate sales strategy, and manage team performance to achieve KPIs and OKRs.

Own Up is a Boston-based fintech startup on a mission to ensure everyone gets a fair deal on their mortgage by providing customized data, personalized advice, and access to lenders. The company is privately held, well-funded, and dedicated to diversity, career development, and a supportive culture that values effort, learning, and bold experiments.

$17–$17/hr
US

  • Handle a queue of loan applications, ensuring compliance with quality standards.
  • Receive inbound calls and initiate outbound calls to verify loan application details.
  • Resolve customer issues efficiently through phone, email, or fax communication channels.

Enova International is a leading financial technology company that provides online financial services through their AI and machine learning-powered Colossus™platform. They serve non-prime consumers and businesses alike, while offering world-class technology and services to traditional banks, with a values-driven organization at its core.

US

  • Originates residential mortgage loans and manages a sales team.
  • Markets loan products to real estate agents and prospective homebuyers.
  • Maintains customer service and manages applicant expectations.

Capital Bank N.A. offers commercial and consumer banking services to clients primarily in Maryland, DC, and Northern Virginia, alongside two nation-wide lending brands. They have over $3 billion in assets and have been named one of the "Best Banks to Work For" in the U.S. by American Banker.

  • Answer incoming calls and initiate outbound calls.
  • Create interest in reverse mortgage program and qualify customer.
  • Transfer interested and qualified customer to sales team and create appointments.

Longbridge helps seniors unlock the power of their home equity, aiming to help older homeowners make the most of their assets so they can live the retirement they imagined. They have been named a Great Place to Work® three years in a row, providing careers that grow with their team members.