Sales and Recovery Specialist
Wellby Financial · Webster, TX · 2 wk ago
OTHRFull-time
About the role
The Sales and Recovery Specialist is responsible for delivering an outstanding lending experience through inbound digital application fulfillment, outbound sales calls and the recovery of funds from charged-off accounts. This position is responsible for driving sales by actively reaching out to leads to pre-qualify new opportunities, contacting debtors to negotiate payment plans, processing payments, and maintaining accurate records. This role necessitates experience in building and sustaining positive relationships with members, along with a strong aptitude for cross-selling products to fulfill member needs. This is a Full-Time, Hourly (non-exempt) role.
Responsibilities
- Willingness and ability to exhibit Wellby Core Values every day.
- Works with purpose and is driven to provide the best team member experience.
- Perform a thorough needs assessment for all lending products for members and prospective members.
- Provide consultative sales advice for members, including consultative advice for members that we are unable to approve for a loan product.
- Establishes and maintains a positive relationship by creating an exceptional experience making the member feel valued.
- Proactively identifies changes in member’s life and banking needs and recommends relevant solutions to enhance the member’s