Loan Consultant I

As a Loan Consultant I at Achieve, your primary responsibilities include contacting borrowers via phone and email to facilitate their loan application process, collecting necessary documents, and moving the transaction through underwriting and closing. You will manage a sales pipeline of up to 20 transactions, utilizing communication and critical thinking skills to engage borrowers effectively and drive transactions to close in 1-2 calls.

To apply for the Loan Consultant I position at Achieve, candidates should have at least 1 year of recent experience in an inside sales role, preferably in a fast-paced, short sales cycle environment, along with call center experience. Additionally, strong computer and organizational skills are essential, including proficiency in using CRM tools like Salesforce. A high school diploma or equivalent is also required.

The compensation package for a Loan Consultant I at Achieve includes an hourly wage of $20 plus uncapped commission and incentives, with a total annual compensation ranging from $55,000 to over $60,000. Along with competitive pay, the role offers benefits such as medical, dental, vision, and 401k eligibility after the first month of employment.

The work schedule for the Loan Consultant I position at Achieve is Monday through Friday, with an 8-hour shift between 6:00 AM and 8:00 PM (PST). Achieve recognizes the importance of work-life balance, so we also offer hybrid work options for added flexibility.

Working as a Loan Consultant I at Achieve means being part of a mission-driven company that prioritizes helping people improve their financial situation. You’ll have the opportunity to work in a supportive and dynamic environment where your sales skills can truly shine, all while earning a competitive salary and comprehensive benefits package.

When approaching the loan application process with clients, I focus on building rapport and trust by actively listening to their needs. I explain the steps clearly and guide them through what information is required, ensuring they feel supported and informed every step of the way.

Certainly! In my previous role, I set a personal goal to exceed monthly sales targets by 20%. I achieved this by implementing a follow-up strategy that included personalized interactions with clients and leveraging my network to generate leads, ultimately surpassing the target by 30%.

I prioritize tasks based on urgency and client needs by using a CRM tool effectively. Keeping detailed notes and reminders helps me stay organized to manage my sales pipeline, ensuring timely communication and follow-ups for each transaction.

I have extensive experience using Salesforce to manage my sales pipeline. I utilize its features for tracking leads, setting reminders for follow-ups, and generating reports on my performance, which allows me to adjust strategies and maximize results efficiently.

In challenging customer interactions, I remain calm and empathetic. I focus on understanding their concerns and aim to provide solutions that address their needs, ensuring they feel heard and valued, which can turn a negative situation into a positive one.

My sales process begins with understanding the client's specific needs through active listening. I tailor my approach by providing personalized solutions that resonate with their situation, ensuring the loan options I present align closely with their financial goals.

During slow sales periods, I stay motivated by setting personal goals and focusing on skill development. I also engage with my team for support and brainstorming, which helps maintain a positive mindset and fosters a collaborative atmosphere.

I once had to adapt my sales strategy when our typical offers changed due to market shifts. I took the initiative to train myself on the new products and communicated the benefits effectively to clients, which helped maintain my sales volume despite the changes.

I am motivated by the impact I can make in clients' lives through financial solutions. Seeing satisfied customers thrive because of my efforts drives me to achieve and exceed my sales goals each day.

I keep my product knowledge up to date by regularly participating in training sessions, reviewing company materials, and following industry trends. I also engage with colleagues to discuss new developments, which enriches my understanding of our offerings.