Loan Executive (Sales - Mortgage, Tax & Personal Loan)
Remote•Philippines•Full-time
₱20,000 - ₱22,000 annually
₱20,000 - ₱22,000 annually
About the Job
Job Summary:
The Loan Sales Representative 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:
The Loan Sales Representative 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.
- Working hours 11pm-8am Philippines time (Graveyard Shifts), 5 days a week (8 hours + 1 hour break).
- Opportunity for growth within a fast-growing company.
- Stable internet connection, a quiet home office environment, and a reliable computer/headset setup.
HOW TO APPLY? Fill out this form: https://noteforms.com/forms/online-applicant-form-8vqz0v
PM for more details or submit your resume to: mdelacruz@bporelations.com
About BPO Relations
Welcome to LeadAdvisors, where innovation meets excellence in the digital landscape. We specialize in two main areas: business process outsourcing (BPO) and digital content marketing. Our expertise in BPO allows us to handle campaigns for brands across the United States, delivering exceptional results and driving growth for our clients.In the digital space, we excel in content marketing, technical SEO, guest blogging, media outreach, conversion rate optimization, UX design, and sales funnel strategy. Our dedicated professionals tirelessly create and implement strategies that enhance our client's online presence, improve search engine visibility, and generate high-quality leads.