Loan Sales Representative
hace 3 semanas
About WBL California, LLC
WBL California, LLC is a leading provider of short-term commercial loans to small and medium-sized businesses across the United States. Our team is dedicated to delivering exceptional customer service and support to our clients.
We are seeking a highly motivated and results-driven Account Representative to join our team. The ideal candidate will have a passion for sales, customer service, and delivering exceptional experiences to our customers.
Key Responsibilities:
- Initiate and maintain relationships with Independent Sales Organizations (ISOs), mortgage brokers, and other similar entities to generate referrals.
- Pursue leads assigned by the company via phone and email.
- Collaborate with internal departments and management to support files through the pipeline.
- Maintain accurate records of sales activities, client interactions, and pipeline management.
Requirements:
- 100% fluency in English with exceptional verbal and written communication skills.
- At least 2 years of recent loan sales origination experience in the lending industry or similar fields.
- Experience with Microsoft: Outlook, Excel, Word, PowerPoint required; Teams experience preferred.
- Positive attitude and willingness to learn.
- Proactive approach and strong work ethic.
- Excellent attention to detail.
Compensation:
- Base Salary
- 11 US Paid Holidays
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