Loan Specialist Sales

1 week ago

Bacoor, Philippines AUTOPAY Full time

Overview

Loan Specialist Sales - Remote (Philippines). AUTOPAY Manila, National Capital Region, Philippines.

The Savings Group is an innovative FinTech company powering finance in the age of mobility. We function as a virtual Finance & Insurance office, finding customers the perfect lender for their car loan or refinance, enabling auto loans prior to dealership visits and offering a marketplace of lenders to secure the lowest rate.

Responsibilities
  • Customer Engagement: Interact with customers to understand their needs and provide tailored auto finance and refinance options. Deliver exceptional customer service, address inquiries, and resolve issues promptly and professionally.
  • Loan Processing: Facilitate the loan application process from start to finish, ensure all required documentation is accurate and submitted, and collaborate with supporting departments.
  • Daily activity: 60+ outbound calls per day with 3–5 hours of talk time, plus texting and emails.
  • Product Knowledge: Maintain a deep understanding of products to effectively offer and explain options to customers.
  • Sales Skills: Develop and present benefits of loan options and sell additional products; manage expectations and overcome objections with a consultative approach.
  • Compliance: Adhere to regulatory and company policies to ensure compliant loan processing.
  • Document Signing and Funding: Guide customers through document signing, collect stipulations, and follow up until funding is complete.
  • Pipeline Management: Maintain an organized pipeline and track loan statuses; ensure steps are followed and errors are fixed promptly.
  • Collaboration: Work with team members and other departments to ensure a seamless customer experience.
  • Other duties: Perform additional duties as required.
Qualifications What we are looking for
  • We value dynamic individuals who thrive in energetic environments and engage well with customers. While sales experience is advantageous, versatility and adaptability are key.
  • Possible backgrounds include:
    • Customer Service Excellence
    • Automotive Industry Savvy
    • Call Center Experience
    • Sales Acumen
What you need
  • Education: High school diploma or equivalent; associates or bachelor’s degree preferred.
  • Language/Communication: Fluent English (verbal and written); ability to communicate across levels and coach others; strong presentation skills.
  • Math Skills: Basic computation.
  • Organization: Strong time, energy, and workspace management; ability to complete tasks by end of day.
  • Analytical: Detail-oriented with strong prioritization and independent work ability.
  • Reasoning: Ability to follow instructions and solve problems with concrete variables in standardized situations.
  • Technical: Proficient with Microsoft Office and Teams; intermediate Excel; ability to navigate multiple systems; CRM experience preferred.

Job description statements describe the general nature and level of work and are not exhaustive. The Savings Group and its subsidiaries are an equal opportunity employer; applicants are not discriminated against based on race, color, national origin, religion, sex, sexual orientation, gender identity, marital status, age, disability, military status, or genetic information.

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