Financial Service Representative - LendDirect Office 1699

Overview

Responsibilities

• Provide exceptional support to new and existing customers through the loan process.
• Educate customers about financial products and services using consultative sales techniques.
• Identify upsell and cross-sell opportunities based on customer needs.
• Handle inbound calls and make outbound calls to attract new business and promote offerings.
• Assist with past-due accounts by offering solutions and working toward resolution.
• Participate in hands-on training and one-on-one mentoring.
• Follow regulatory guidelines and company policies to protect customer information and company assets.

Qualifications

• Demonstrated customer focus and a desire to provide top-tier service.
• Confidence promoting products and services that meet customer needs.
• Excellent verbal and written communication skills and the ability to build rapport quickly.
• Problem-solving ability and willingness to learn in a fast-paced, team-oriented environment.