Source Job

US

  • Contact borrowers via phone and email to facilitate the loan application process.
  • Collect required documents from customers during the application and move the transaction through the underwriting process.
  • Utilize strong communication and critical thinking skills to quickly engage borrowers and drive the transaction to close in 1 to 2 calls.

Salesforce CRM Finance Communication Sales

20 jobs similar to Inside Sales Representative- Loan Consultant II

Jobs ranked by similarity.

$31,200–$130,000/yr
US

  • Consult and enroll clients into debt relief programs.
  • Document client discussions using Salesforce.
  • Meet performance criteria and adhere to company policies.

National Debt Relief, founded in 2009, aims to help consumers deal with overwhelming debt. They are a trusted debt relief provider, having assisted over 450,000 people settle over $10 billion of debt, empowering them toward financial stability.

$71,000–$87,000/yr
US

  • Generate new and repeat sales by providing product and technical information.
  • Determine customer requirements and recommend specific products and solutions.
  • Accurately process customer transactions, including orders, quotes, or returns.

Trace3 provides technology solutions and consulting services. They have over 1,200 employees and a startup culture with a scalable business.

$31,200–$130,000/yr
US

  • Empower future clients to regain financial confidence.
  • Navigate stressful conversations with empathy.
  • Perform at high levels, leveraging targeted marketing channels.

National Debt Relief helps consumers deal with overwhelming debt. They are a leading debt settlement organization that has helped over 450,000 people settle over $10 billion of debt.

$55,000–$60,000/yr
US Unlimited PTO 12w maternity 6w paternity

  • Execute outbound cold outreach to generate interest and convert prospects into active lending partners.
  • Host regular meetings and training sessions with loan officers to share updates and optimize use of Knock’s offerings.
  • Collaborate cross-functionally to deliver a seamless experience for our partners and their customers.

Knock is redefining the home buying and selling experience by providing a simpler way for people to navigate the journey between homes. They are a passionate team of industry experts with a people-first mindset and have been honored as one of Inc.’s Best Workplaces six times.

$75,000–$80,000/yr
US

  • Coaches and manages day-to-day operations of the inside sales team.
  • Monitors individual and team performance, providing timely feedback.
  • Analyzes performance data to identify improvement opportunities.

Jobgether is a company using AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. They identify the top-fitting candidates, and this shortlist is then shared directly with the hiring company.

US

  • Provide timely, empathetic responses to inquiries via phone, live chat, web forms, and other channels.
  • Complete and update all required efforts in CRM (Salesforce) in real time, capturing referral source and payor details.
  • Collaborate with Clinical, Finance, and Outreach to resolve barriers to admissions and ensure daily shift coverage.

Lightfully Behavioral Health is a growing leader in mental health treatment, providing high-quality, evidence-based treatment and innovative, compassionate care focused on total wellness. They offer a supportive, mission-driven culture that values authenticity, connection, and integrity.

South America

  • Convert stream of inbound leads into new clients
  • Find new sales opportunities through web/phone hunting
  • Maintain and expand database of prospects on CRM

Auric is disrupting the payments industry by eliminating fees associated with accepting credit cards through flat dollar programs. They value diversity and treat all employees based on merit, qualifications, competence, and talent, without discrimination.

US

  • Identify, engage, and qualify leads from various marketing channels.
  • Conduct direct outreach to engage new leads while prospecting into a technical audience.
  • Consistently track and report key sales development metrics.

OnBoard sets the standard for what organizations can achieve with board management software. Launched in 2011, OnBoard serves as the board intelligence platform for more than 5,000 organizations and their 12,000 boards and committees in 60 countries worldwide.

$70,000–$80,000/yr
US

  • Research and create sales target lists of potential clients.
  • Manage all incoming client inquiries and Support a dedicated team of sales representatives.
  • Maintain accurate client data throughout CRM and different systems.

KBRA Analytics, LLC is a premier product platform for high quality data and advanced analytics. They have seasoned teams of industry specialists across each product and provide unparalleled insight creating a foundation of deeper analysis and rapid discovery for users.

Canada

  • Proactively sell and promote financial solutions based on deep understanding of client needs.
  • Develop and maintain a consumer client base to facilitate direct sales.
  • Ensure efficient delivery of services to clients and direct business flow appropriately.

Jobgether is a company that uses an AI-powered matching process to ensure applications are reviewed quickly and fairly. They identify the top-fitting candidates and share this shortlist with the hiring company.

US 3w PTO

  • Interfaces with key administrative and sales stakeholders
  • Sources new sales opportunities through inbound and outbound efforts.
  • Manages sales pipeline and presents product value to clinical and economic call points.

FUJIFILM Sonosite reinvents healthcare delivery with point-of-care ultrasound technology. They are the leader in bedside ultrasound systems, with headquarters in Bothell, Washington, and over 70,000 employees across four key business segments.

$45,760–$74,000/yr
US

  • Work in a growing, fast-paced industry as an expert resource for families on senior care options.
  • Take inbound, pre-screened leads working remotely from your home office as an inside sales representative.
  • Educate families on customized senior care options, and work to find the senior living communities and home care providers that best match their needs.

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.

US Unlimited PTO 16w maternity

  • Qualify inbound sales leads and leverage research to create new sales opportunities.
  • Undertake research on business issues impacting ICP accounts and identify/profile key contacts.
  • Clearly articulate the problems solved by Vendavo's solutions and their advantages to prospective customers.

Vendavo partners with the world’s leading companies to accelerate growth and profitability, advance innovation, and build more prosperous communities. They are backed by two of the top high-tech private equity firms in the world, have excellent financial health, and boast the top SaaS retention in their space.

US

  • Assist field sales in maximizing growth in sales revenue and profit by identifying new business opportunities.
  • Develop leads and referrals while maintaining thorough knowledge of competitors.
  • Follow-up on customer inquiries in a timely manner and use CRM to maintain up to date customer records.

Meridian Bioscience is a fully integrated life science company that develops, manufactures, markets, and distributes a broad range of innovative diagnostic products. They are dedicated to developing and delivering better solutions that give answers with speed, accuracy, and simplicity.

$24,960–$36,960/hr
US

  • Conduct thorough discovery calls with inbound leads to understand their tax issues and financial situation.
  • Review client-provided documents and system data to recommend customized resolution programs.
  • Own the full sales process from consultation to enrollment, ensuring a smooth client experience.

TaxRise provides tax relief services, offering hope and solutions to individuals facing financial uncertainty. They are the fastest-growing company in the tax resolution industry, fostering a team that values contributions and celebrates successes while driving innovation via empathy.

  • Answer inbound calls and initiate outbound calls.
  • Create interest in reverse mortgage program and qualify customers.
  • Transfer interested customers to sales team and update the CRM.

Longbridge helps seniors unlock the power of their home equity. As a leading provider of home equity solutions, they're committed to helping older homeowners make the most of their assets. They have been named a Great Place to Work® three years in a row.

US

  • Manage incoming customer calls, providing expert guidance through the loan application process.
  • Proactively follow up with customers to encourage the completion of loan applications as necessary.
  • Ensure high levels of customer satisfaction by clearly explaining the features and benefits of Enova's products and services.

Enova International is a leading financial technology company that provides online financial services through our AI and machine learning-powered Colossus™platform. Through our values and our commitment to making Enova an awesome place to work, we maintain an environment of inclusion and culture where our employees can thrive.

US

  • Target new customers through cold outreach and lead generation campaigns via phone calls and emails
  • Manage full sales cycle and balance scheduling sales meetings with new clients on a weekly basis
  • Act as a subject matter expert on all Keeper products, staying knowledgeable and up-to-date on changes, updates, and new products

Keeper Security is a cybersecurity software company protecting organizations and people in over 150 countries. They pioneer zero-knowledge and zero-trust security and its core offering is KeeperPAM, an AI-enabled, cloud-native platform that protects all users, devices and infrastructure from cyber attacks.

US

  • Deliver tailored virtual demonstrations to prospects based on their specific needs and priorities.
  • Generate new business opportunities including prospecting, qualifying, solution selling, negotiating and closing.
  • Develop relationships with new people through phone, email, professional networking and social media.

Xplor provides cloud-based technology solutions that enable small and medium-sized businesses to manage and grow. They aim to help people make the most of each day by giving business owners the tools they need, and Xplor Pay helps businesses get paid quickly and securely. When you become part of their team, you also become part of the personal connection that strengthens relationships with Xplor products.

US

  • Assemble application data and submit complete packages.
  • Act as a liaison between Loan Officer, client, and operations.
  • Follow up with clients on missing documentation.

KeyCorp is committed to helping clients, colleagues, and communities thrive. They offer a flexible, inclusive work environment with opportunities for growth. They are an Equal Opportunity Employer committed to sustaining an inclusive culture.