Loan Specialist Sales

**ABOUT US**: The Savings Group is an innovative FinTech company that is powering finance in the age of mobility. We function as a virtual Finance & Insurance office, finding our customers the perfect lender for their car loan or refinance. This means we're able to solidify our customers' auto loans prior to going to the dealership, and our marketplace of lenders ensures they get the lowest rate available.

**WHAT YOU WILL DO**: As a Loan Specialist, you will play a crucial role in providing direct-to-consumer auto finance and refinance solutions. You will deliver superior customer service, respond to inquiries that are already approved for the refinance, and offer additional finance and coverage options to enhance the customer experience.

You'll be structuring your loans and pitching optional coverages to the borrowers. You will also manage the loan through the different steps to ensure funding. Your duties include preparing loans for the contracting process, calling borrowers to review electronic documents and title documents, and ensuring all documents are signed and tracked. You'll handle various statuses of the loan, ensuring all steps are followed and errors are fixed promptly.

**HOW YOU WILL DO IT**:

- Customer Engagement: Interact with customers to understand their needs and provide tailored auto finance and refinance options. Provide exceptional customer service, addressing inquiries and resolving any issues promptly and professionally.
- Product Knowledge: Maintain a deep understanding of our products to effectively offer and explain additional options to customers.
- Develop sales skills to effectively present benefits of loan options and sell additional products
- Manage expectations and overcome objections with a consultative sales approach.
- Work within our lending partners' guidelines.
- Walk customers through document signing, collecting necessary stipulations, consistent follow up until loan has funded.
- Quality assurance of all work through provided tools - lender information, state information, documentation, notation, checklists, etc.
- Collaboration: Work closely with other team members and departments to ensure a seamless customer experience.
- Compliance: Adhere to all regulatory and company policies to ensure compliance in all loan processing activities.
- Effectively manage and maintain an organized pipeline.
- Additional duties as required.

**WHAT WE ARE LOOKING FOR**:

- Customer Service Excellence: Whether it’s behind the bar or at the front of a restaurant, providing top-notch service is second nature.
- Automotive Industry Savvy: From dealerships to repair shops, understanding the fast-paced nature of the automotive world is a valuable skill.

**WHAT YOU NEED**:

- Education: High school diploma, or equivalent required. Associates or bachelor’s degree highly preferred.
- Language/Communication/Interpersonal: Ability to speak read and write fluent English. Strong verbal and written communication skills, with an emphasis on communication of channel operations. Ability to effectively communicate with all levels of the company. Ability to establish and maintain effective working relationships and objectively coach associates and management through complex issues. Excellent presentation skills.
- Math Skills: Basic computation skills
- High Level of Organization: Managing your time, energy and workspace well and can accomplish all your assigned tasks successfully before end of day.
- Analytical: Detail-oriented with the ability to organize, prioritize, and work independently. Strong reasoning and critical thinking skills.
- Technical: Proficient with Microsoft Office and Teams, with intermediate Excel ability. Ability to navigate multiple systems and platforms. Experience with CRMs preferred.
- Job description statements are intended to describe the general nature and level of work being performed by employees assigned to this job title. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required._
- The Savings Group (including all its subsidiaries: AUTOPAY, RateGenius Loan Services, Inc., and Innovative Funding Services dba Tresl) is an equal opportunity employer. With regard to hiring and promotions, qualified persons will not be denied employment opportunity based on race, color, national origin, religion, sex, sexual orientation, gender identity, marital status, age 40 and over, disability, military status, or genetic information. Any questions or concerns about our EEO policy should be directed to Human Resources_

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