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US

  • 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 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.

Salesforce Sales

20 jobs similar to Inside Sales Representative- Loan Consultant II

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US Unlimited PTO

  • Owns the borrower experience from application through signed term sheet.
  • Manages nonprofit applicants by guiding them through document collection and eligibility review.
  • Ensures each borrower application is completed in a timely manner and ready for credit review.

B Generous is a fast-growing VC-backed fintech company transforming access to capital for nonprofits and social enterprises. Backed by leading VC funds, banks, and fintech investors, they have built an advanced AI-powered lending marketplace and loan origination platform designed specifically for mission-driven organizations.

Colombia Mexico Argentina Philippines Kenya

  • Create and maintain loan files in LOS and CRM.
  • Act as a secondary point of contact for borrowers, providing status updates.
  • Monitor active pipeline daily, maintain task lists and follow-up reminders.

Solvo Global is an organization hiring for a Loan Officer Assistant position. They are open to candidates from Colombia, Mexico, Argentina, Peru, Guatemala, Honduras, Philippines, and Kenya.

US

  • Receive and contact warm leads daily through an outbound auto-dialer.
  • Follow a consultative selling approach while showing empathy, educating the potential member on the benefits of our debt resolution program, overcoming objections, and closing the sale in 1-2 calls
  • Consistently meet and/or exceed sales goals and performance metrics

Achieve is a leading digital personal finance company helping everyday people move from struggling to thriving by providing innovative, personalized financial solutions. They have over 2,500 employees and offer a place where their employees can make a true impact, have a sense of belonging, establish a fulfilling career, and put their well-being first.

US

  • Source new clients through cold calling and social media prospecting.
  • Develop and manage a pipeline of prospects throughout assigned geography.
  • Meet weekly and monthly sales objectives (cold calls, appointments, presentations & closed deals).

Rewards Network helps restaurants grow revenue, increase traffic, and boost customer engagement through financial and marketing services. They are a driven and diverse team that excels in collaboration, issue resolution, and taking ownership of both personal growth and company success.

US

  • Collaborates with Outside Sales team members to drive site-based customer outreach and key market penetration.
  • Securing new and repeat business by building strong relationships with key customers and stakeholders via virtual appointments and outbound phone calls.
  • Partnering with schools and childcare centers on a regular basis to assess emerging and ongoing needs.

Lakeshore creates innovative learning materials and world-class guest experiences for teachers, parents and children. Since 1954, they've grown into a global community with a thriving e-commerce business, multiple catalogs and over 50 stores, embracing data-driven decision-making and using technology to improve efficiency.

US

  • Conduct high-volume outreach to prior customers seeking additional capital.
  • Communicate via phone, email, and text to assist past clients with new financing applications.
  • Identify client needs and align them with appropriate product offerings.

Five Star Solutions is a fast-paced, high-growth INC 5000 company that connects directly with business owners and introduces them to financial products. They value diversity and are committed to cultivating a professional, diverse workforce.

$31,200–$130,000/yr
US

  • Consult and enroll clients into debt relief programs or recommend options.
  • Document client discussions using Salesforce.
  • Meet performance criteria set forth by the management team.

National Debt Relief, founded in 2009, aims to help consumers deal with debt and is a trusted consumer debt relief provider. They've assisted over 450,000 people settle over $10 billion of debt, promoting a healthier financial lifestyle.

$50,000–$65,000/yr
US

  • Identify and generate sales opportunities through inbound and outbound activities, engaging and qualifying prospective customers.
  • Follow up on in-bound leads, identify qualified opportunities, and provide appropriate information to interested prospects.
  • Ensure successful follow-through of sales cycle activities by maintaining accurate activity and lead qualification information in AWP’s CRM.

AWP Safety is North America’s leading traffic control specialist. They have a team of 9000+ professionals that helps secure 2,000 work zones every day, ensuring customer crews, drivers, and their teams get home safely. They are committed to customer focus, growth, valuing each other, safety and quality, and a sense of urgency.

$54,000–$58,000/yr
US

  • Own outbound prospecting efforts, with a strong focus on cold calling, email, and multi-channel outreach.
  • Connect with a high volume of leads to quickly determine customer fit and sales potential.
  • Generate new qualified leads by building target account lists and executing calling and email campaigns.

Hyland is a fast-scaling technology company that is building momentum. They're looking for high-energy, outbound-focused sales professionals who love the hunt and want to grow their sales career in a hyper-growth, fully remote environment.

US

  • Identify and qualify leads through inbound and outbound prospecting.
  • Present tailored solutions that align with customer needs.
  • Maintain accurate forecasts and pipeline details in the CRM.

Committee for Children is a social enterprise dedicated to advancing the well-being of children through the development of essential human skills. They are committed to providing a place that empowers you to bring every bit of who you are to work and building a diverse and inclusive workplace.

$45,760–$74,000/yr
US

  • Work in a growing, fast-paced industry as an expert resource for families on senior care options, delivering an exceptional experience aligned to our company mission
  • Take inbound, pre-screened leads working remotely from your home office as an inside sales representative, working an assigned shift with strong schedule adherence
  • Conduct in-depth initial consultation calls with families

A Place for Mom is the leading platform guiding families through every stage of the aging journey. They simplify the senior care search with free, personalized support — connecting caregivers and their loved ones to vetted providers from their network of 15,000+ senior living communities and home care agencies.

$75,000–$100,000/yr
US

  • Manage transaction lifecycle from quote to cash and coordinate internal support team resources to ensure customer satisfaction
  • Review, manage, and maintain pipeline and forecast with assigned Client Directors.
  • Work with assigned customers to address questions/issues and provide timely solutions

AHEAD builds platforms for digital business by weaving together advances in cloud infrastructure, automation and analytics, and software delivery, helping enterprises deliver on the promise of digital transformation. They prioritize creating a culture of belonging, where all perspectives and voices are represented, valued, respected, and heard.

$60,000–$60,000/yr
US Unlimited PTO

  • Conduct outbound prospecting to identify and qualify potential customers.
  • Research prospects' needs and communicate the value proposition of Loop.
  • Collaborate with AEs to optimize sales processes and improve performance.

Loop provides revenue and stability that can accelerate our vision to market. They are intentional about the way they work so that they can do their best work with a blended working environment.

US

  • Advising business customers by phone and presenting our software solutions.
  • Acquiring new customers and building long-term relationships.
  • Managing your sales pipeline and customer data in our CRM system.

Revalize empowers manufacturing businesses to better design, model, develop, and sell - powering greater outcomes across the entire manufacturing value chain. They lead with an AI-forward mindset, serving more than 16,000 global customers and is a portfolio company of TA Associates and Hg.

US

  • Manage inbound customer calls, providing expert guidance through the loan application process.
  • Make outbound calls to customers to encourage the completion of loan applications as necessary.
  • Deliver exceptional customer service through clear, professional, and effective verbal and written communication.

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—in order to create accessible credit for millions, and they maintain an environment of inclusion and culture where their employees can thrive.

US

  • Ensure timely follow-up on all incoming leads to strengthen our sales pipeline.
  • Initiate focused outreach to potential new accounts (New Logos) in specific target areas.
  • Organize and manage appointments for our Sales Team, ensuring they are with qualified prospects.

Gurobi Optimization empowers customers to expand their use of mathematical optimization technology in order to make smarter decisions and solve some of the world's toughest and most impactful business problems. They are looking for passionate, dedicated, innovative game-changers to join their team and drive the future of Gurobi.

US Canada UK India Armenia Australia New Zealand

  • Generate high-quality, sales-ready pipeline by identifying, engaging, qualifying, and securing discovery meetings.
  • Play a critical role in expanding Granicus’ footprint by partnering with Field Sales, Marketing, and Revenue Operations.
  • Build and execute a territory plan aligned with assigned Field Sales partners, generating pipeline through inbound lead qualification and strategic outbound prospecting.

Granicus builds, implements, and maintains technology to transform the Govtech industry, bringing governments and constituents together. They have 5,500 federal, state, and local government agency clients and over 300 million citizen subscribers, with a transparent, inclusive, and safe work environment.

$20–$24/hr
US

  • Build/maintain relationships, learn business to understand needs.
  • Facilitate sales, track orders, resolve issues, ensure service.
  • Prospect for sales, provide pricing, develop code directives.

USABlueBook, a division of HD SUPPLY, is the recognized source of products and technical support for professional water and wastewater operators. They aim to remain the industry’s top technical and customer service leader. HD Supply has more than 80 years of experience supporting our customers with leadership positions.

US 4w PTO

  • Develop and Manage a Robust Sales Pipeline
  • Own the Sales Process
  • Lead In-Depth Evaluations

Bloomerang provides a giving platform and support for nonprofits. They enable nonprofits to raise more, recruit more, and retain more, fueling maximum impact.

US

  • Identify, engage and nurture new customer relationships.
  • Align solutions to the customer’s goals, needs and objectives.
  • Develop strong rapport with a pipeline of new business customers through inbound customer engagement that drives maximum trial conversion.

HighLevel is an AI-powered, all-in-one white-label sales & marketing platform that empowers agencies, entrepreneurs, and businesses to elevate their digital presence and drive growth. They support a global and growing community of over 1 million businesses, comprised of agencies, consultants, and businesses of all sizes and industries, with over 1,500 team members across 15+ countries.