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compliance customer service document_upload📋 Description
- Assess clients' financial needs and explain loan products
- Engage clients to demonstrate product value
- Collaborate with verification teams for a smooth experience
- Meet or exceed monthly sales targets
- Manage workload with minimal supervision and stay productive
- Monitor and track leads through each stage of the process
- Manage inbound and outbound calls
🎯 Requirements
- 2+ years in personal lending or loan advisory
- Proven lead-to-sale conversions and targets met
- Upload documents and navigate websites for clients
- Understanding of personal finance and lending regs including debt resolution
- Read scripts and follow compliance on calls
- Strong objection handling
🎁 Benefits
- Employer contributions for health, dental, vision
- Generous PTO, holidays, and parental leave
- 401(k) matching program
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