Contact Center- Education Finance Loans (Onsite)

Location : Irving, TX

Job Description :

• This department handles incoming calls in regards to Education finance loans.
• The contractor will be responsible to take incoming calls on application status, technical calls in regards to the application itself, and electronic signatures.
• The contractor will also be responsible for promoting and proceeding with over the phone applications.
• This position will require someone who can problem solve, troubleshoot, and proactively assist customers.
• Selected contractors will be responsible for providing a differentiated experience on a variety of incoming calls related to education financing for college-bound students and graduates looking to refinance their education debt as well as personal loans for debt consolidation.
• These detail oriented salespersons will be required to exceed sales goals, multitask and prioritize their daily workload while staying on the lookout for new business.

Job Responsibilities :

• Handle sales calls from prospects and customers who have a need for any of the Consumer Lending Products.
• Incumbent will assess customer needs through the established Sales framework to identify, advise and recommend solutions for our customers and prospects.
• Ensure follow up and follow through with both Internal and external customers is occurring to include pipeline management.
• Serve as the key contact for the borrower throughout the application process. Meet and exceed established volume goals.
• Identify cross-sell opportunities on all interactions and deepen customer relationships.
• Familiarize themselves on new and existing products, services and procedures.
• Must be fully knowledgeable on all of the required disclosures and regulatory requirements that pertain to the products we offer.

Required Skills :

• 2 years sales experience in financial services.
• Customer Service Experience.
• Proficient PC skills, including MS Office experience.
• Candidates must have excellent communication skills and be able to work in a fast paced environment.

Other characteristics include :

• Desire to meet and exceed sales objectives / goals.
• Ability to articulate what we have to offer our existing or potential customers.
• Confidence and conviction in our product to advise clients on financial resolutions to meet their needs.
• Positive attitude and high energy level.
• Able to work with minimal supervision.
• Ability to learn and share new concepts quickly.
• Proactively assist customers in finalizing their loan.

Last updated : 2024-06-25