Sales Loan Application Specialist

Job Summary:

This role requires a strong background in both consumer lending and complex mortgage servicing operations, ensuring strict adherence to all regulatory and internal compliance standards.

Key Responsibilities:

• Proactively identify and engage with potential clients interested in cash or personal loan products through various channels (e.g., inbound leads, outbound calls, digital outreach).
• Conduct thorough needs assessments to understand client financial requirements and recommend suitable loan solutions.
• Clearly and persuasively explain loan products, terms, and conditions to prospective borrowers.
• Guide clients through the loan application process, ensuring accuracy and completeness of all required documentation.
• Maintain a robust pipeline of leads and actively follow up to close sales and achieve monthly targets.
• Utilize CRM software to manage leads, track sales activities, and report on progress.
• Consistently meet or exceed individual sales targets and contribute to team goals.

Required Qualifications and Skills:

Experience:

• At least 1 yr experience in sales or as personal loan/mortgage/financial account transfer agent
• Experience with loan transfer, payoff, and collateral release processes is highly desirable.

Core Competencies:

• Detail-Oriented: Exceptional attention to detail for reviewing complex financial documents (e.g., promissory notes, security instruments, closing disclosures).
• Communication: Excellent verbal and written communication skills to effectively explain complex loan and transfer processes to clients and internal partners.
• Customer Focus: A strong commitment to providing high-quality customer service and maintaining client confidentiality.

• Fully remote work environment
• Earn as much as 80,000 a month with weekly commissions and bonuses plus basic pay.
• PLUS sign-in bonus guaranteed of 5,000 for applicants with 2 years sales experience
• Working hours 11pm-8am Philippines time (Graveyard Shifts), 5 days a week (8 hours + 1 hour & 30 minutes break)
• Opportunity for growth within a fast-growing company.

About LeadAdvisors:

Operating since 2012, with 1,000+ agent capacity, 3M+ verified transfers, 59M+ organic visits generated, and 1000'S OF TRUST customers.