Financial Sales Associate

Job Summary

The Financial Sales Associate is a critical role responsible for providing exceptional support for our personal loan and mortgage clients, with a specialized focus on the efficient and accurate processing of loan transfers, payoffs, and post‑closing documentation. This role requires a strong background in both consumer lending and complex mortgage servicing operations, ensuring strict adherence to all regulatory and internal compliance standards.

Key Responsibilities

• Proactively identify and engage with potential clients interested in cash or personal loan products through various channels (e.g., inbound leads, outbound calls, digital outreach).
• Conduct thorough needs assessments to understand client financial requirements and recommend suitable loan solutions.
• Clearly and persuasively explain loan products, terms, and conditions to prospective borrowers.
• Guide clients through the loan application process...