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Job Summary:

The Financial Sales Associate is a critical role responsible for providing exceptional support for our personal loan and mortgage clients, with a specialized focus on the efficient and accurate processing of loan transfers, payoffs, and post-closing documentation. 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.

Why Join Us?

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.

Job Type: Full-time

Benefits:

Paid training
Pay raise
Work from home

Work Location: Remote

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