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crm compliance lead management phone sales personal lending📋 Description
- Assess clients’ financial needs and educate them on loan products
- Educate clients on product value and guide loan applications
- Collaborate with verification teams for a seamless experience
- Meet or exceed monthly sales targets set by management
- Organize and manage workload with independence
- Monitor and track leads through each stage of the process
🎯 Requirements
- Minimum 2 years of experience in personal lending or loan advisory roles
- Proven ability to convert leads to sales and meet targets
- Tech literacy; assist clients with uploading documents and navigating sites
- Strong knowledge of personal finance and lending regulations, debt resolution
- Ability to read detailed scripts and follow compliance standards
- Strong desire to exceed monthly sales targets
🎁 Benefits
- Considerable employer contributions for health, dental, and vision programs
- Generous PTO, paid holidays, and paid parental leave
- 401(k) matching program
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