Responsibilities Manages inbound loan inquiries and provides accurate information on available consumer loan products and services. Utilizes the CRM system to qualify and manage all necessary loan product leads (excluding GAP and debt protection products). Converts qualified leads into opportunities by assessing member needs, documenting all interactions, and tracking progress toward closing. Collects required member documentation via secure channels. Reviews and verifies the accuracy and completeness of all submitted materials, ensuring compliance with underwriting and company requirements. Generates loan contracts and related sales agreements, prepares closing packages, and facilitates execution through electronic or in‑branch signings. Conducts follow‑up after closing to confirm all required documentation has been received, additional obligations are met, and the member experience remains positive throughout the process. Requirements High School Diploma required. 1‑2 years experience in consumer lending, banking, or a related administrative or sales environment. Must successfully complete a criminal background check during pre‑employment screening and periodic re‑screening during employment, in accordance with company policy and applicable law. Key Skills Loan Product Knowledge Lead Qualification Sales Agreement Preparation Closing Package Generation Documentation Review Communication Skills Customer Service Orientation Attention to Detail Certifications High School Diploma #J-18808-Ljbffr
Financial Sales & Service Representative • Franklin, MA, United States
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