Loan Sales Agent

Role Overview

You'll be the first point of contact for individuals and small business owners seeking quick, manageable financing. Day to day, you'll work from a pipeline of warm leads and your own outreach to schedule calls, explain loan terms, and guide applicants through a straightforward approval process. This role directly fuels the company's growth by converting interest into funded loans, giving entrepreneurs the capital they need to expand inventory, hire staff, or cover seasonal gaps.

Key Responsibilities

• Conduct outbound calls and respond to inbound inquiries to identify prospective borrowers who fit lending criteria.
• Qualify leads by assessing basic financial needs, credit profile, and business purpose during initial conversations.
• Present tailored loan options — including amounts, rates, and repayment periods — in clear, jargon-free language.
• Collect and verify required documentation (income proof, business licenses, bank statements) to move applications forward.
• Maintain accurate records of all interactions and pipeline stages in the CRM system.
• Overcome objections and follow up persistently with prospects who need additional time or information.
• Meet or exceed weekly and monthly activity metrics (calls made, applications submitted, funded volume).
• Collaborate with underwriting and closing teams to resolve common borrower issues and ensure smooth fund disbursement.

Requirements & Qualifications

• 1+ years of experience in outbound sales, preferably in financial services or consumer lending.
• Proven ability to handle a high volume of calls (40–60+ per day) while maintaining a professional, consultative tone.
• Comfort discussing credit scores, interest rates, and repayment schedules with a range of audiences.
• Strong listening and objection-handling skills; persistence without being pushy.
• Basic computer literacy and experience with a CRM platform (Salesforce, HubSpot, or similar).
• High school diploma or equivalent required; associate or bachelor’s degree preferred but not mandatory.
• U.S. work authorization - we are unable to sponsor visas for this position.