Contact potential clients from Company-provided leads via phone. […]
Identify client needs and match them with the most suitable loan product. […]
Establish rapport with prospective clients and address their inquiries professionally. […]
Provide clients with assistance in completing loan applications and submitting requirements.
Maintain excellent client service to encourage referrals and repeat business. […]
Maintain accurate records of calls, follow-ups, and conversions. […]
Ensure compliance with Company policies and lending regulations. […]
Participate in training sessions and workshops to...