Loan Specialist

About the role

We are looking for talented and driven individuals to join our team. Take the next step in your career and click that apply button!

Responsibilities

• Drive sales performance by efficiently managing a dynamic workflow and meeting productivity targets, ensuring timely, high-quality service.
• Consistently exceed customer expectations by delivering ease, empathy, and encouragement—contributing directly to individual and branch revenue, conversion rates, and customer satisfaction goals.
• Develop and maintain strong customer relationships, guiding them through the loan lifecycle and presenting tailored financial solutions that support both customer needs and sales objectives.
• Own the full loan lifecycle, including repayment and collection activities, while maintaining accuracy, compliance, and operational excellence.
• Engage customers across multiple channels—phone, email, chat, and internal systems—to maximize outreach, connection, and sales opportunities.
• Demonstrate a goal-driven, achievement-focused mindset, consistently striving to exceed performance metrics and contribute to branch growth.
• Clearly educate customers on optional insurance products, ensuring they fully understand loan terms, features, and available benefits, supporting cross-sell and product penetration goals.

Requirements

• High School Diploma or Equivalent.
• Must pass drug screen, criminal and credit background checks.
• Valid Driver’s License and access to a dependable automobile with liability insurance coverage.
• Bilingual (Spanish).

Qualifications

• Previous experience in Sales, Collections, or Customer Service, ideally in a goal-driven or commission-based environment.
• Bilingual (Spanish).

Skills

• Strong communication skills.
• Ability to manage multiple tasks and meet deadlines.
• Customer service orientation.
• Goal-oriented mindset.

Benefits

• Competitive pay.
• You are eligible for a monthly bonus.
• You will have promotion opportunities.
• All full-time team members have access to our medical, dental, vision and 401(k) benefits.

Pay

Average pay range: $23-$26/ hour. Pay range only applies to California residents.

Schedule

The typical working hours are 8:30am to 5:30pm Monday through Friday with some Saturdays required. Overtime may be required on an as needed basis and is at the discretion of upper management.