- Develop and maintain a portfolio of potential clients through proactive networking and relationship building.
- Educate clients on various loan products and financing options available to them.
- Assist clients in completing loan applications and gathering necessary documentation.
- Analyze applicants' financial status, credit, and property evaluations to determine feasibility of granting loans.
- Negotiate loan terms and conditions on behalf of clients.
- Ensure compliance with lending policies, regulations, and guidelines.
- Collaborate with underwriters, processors, and closing agents to ensure a smooth and efficient loan closing process.
- Meet or exceed sales targets and goals set by management.
- Stay updated on industry trends, products, and competitors.
Requirements:
- Proven experience in sales, preferably in the financial services industry.
- Ability to work independently and as part of a team.
- Excellent interpersonal and communication skills.
- Detail-oriented with strong analytical skills.
