Loan Specialist – Sales
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Job Description
Remote Loan Specialist supporting The Savings Group’s direct-to-consumer auto finance and refinancing business. Structuring loans, selling optional coverage, and managing documentation through funding.
Responsibilities:
- Provide direct-to-consumer auto finance and refinance solutions
- Respond to inquiries from customers already approved for refinance
- Offer and explain additional finance and coverage options
- Structure loans and pitch optional coverages
- Manage loans through the steps required for funding
- Prepare loans for the contracting process
- Call borrowers to review electronic and title documents
- Ensure documents are signed and tracked
- Manage loan statuses and promptly correct errors
- Understand customer needs and provide tailored finance and refinance options
- Provide exceptional customer service and resolve issues promptly
- Facilitate loan applications from start to finish
- Complete and submit required documentation while working with supporting departments
- Make 60+ outbound calls daily and complete 3–5 hours of talk time, texting, and emailing
- Maintain product knowledge and develop sales skills
- Manage expectations and overcome objections using a consultative sales approach
- Work within lending partners’ guidelines
- Guide customers through document signing and collect necessary stipulations
- Follow up consistently until loans are funded
- Perform quality assurance using lender information, state information, documentation, notations, and checklists
- Collaborate with team members and departments
- Adhere to regulatory and company policies
- Manage and maintain an organized pipeline
- Perform additional duties as required
Requirements:
- High school diploma or equivalent required
- Associates or bachelor’s degree highly preferred
- Ability to speak, read, and write fluent English
- Strong verbal and written communication skills
- Ability to communicate effectively with all levels of the company
- Ability to establish and maintain effective working relationships
- Excellent presentation skills
- Basic computation skills
- Strong organization, time management, and prioritization skills
- Strong reasoning and critical thinking skills
- Ability to follow detailed written or oral instructions
- Proficient with Microsoft Office and Microsoft Teams
- Intermediate Excel ability
- Ability to navigate multiple systems and platforms
- Experience with CRMs preferred
- Must have a desktop or laptop PC capable of installing and running the Windows App
- Device must support a hardwired Ethernet connection
- Reliable internet connection with minimum speeds of 50 Mbps download and 10 Mbps upload
- Must provide own headset, mouse, and keyboard
- Must be able to work weekends
Benefits:
- Equal opportunity employer
- Opportunity for learning, growth, and success
- Employer-provided limited IT support for personal devices
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