Loan Executive (Sales - Mortgage, Tax & Personal Loan)

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 :

• 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

Core Competencies

Why Join Us?

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.