Loan Consultant II

As a Loan Consultant II at Achieve, your main responsibilities will involve contacting borrowers to assist with the loan application process, collecting necessary documents, and facilitating their transactions through underwriting and closing. You will also manage a sales pipeline of up to 20 transactions, all while striving to meet daily, weekly, and monthly sales goals.

To be considered for the Loan Consultant II position at Achieve, you should have at least 3 years of recent experience in inside sales, preferably in a fast-paced call center environment. Additionally, 2 years of call center experience and a proven track record of exceeding goals in a commission-driven setting are essential. A high school diploma or equivalent is also required.

The total compensation for a Loan Consultant II at Achieve ranges from $85,000 to $130,000+ annually, which includes a base pay along with uncapped commissions and incentives. This competitive salary reflects our commitment to rewarding your contributions and success!

Yes, Achieve offers hybrid work options for the Loan Consultant II role, allowing you to enjoy the flexibility of working from home while also being part of an engaging in-office environment in the Phoenix metro market.

Achieve is dedicated to your success! New Loan Consultant II hires will receive comprehensive training that covers the loan application process, customer engagement techniques, and effective use of CRM tools like Salesforce, enabling you to hit the ground running in your new role.

When addressing this question, emphasize specific examples from your previous roles in fast-paced sales environments. Discuss how you successfully managed a high volume of calls, met sales targets, and adapted quickly to changing situations. Highlight your communication skills and how they helped you build rapport with clients.

A strong answer would include examples of how you listen to borrower concerns with empathy and provide solutions that align with their needs. Explain the methods you use to overcome objections, whether through highlighting product benefits or offering alternative options, showcasing your problem-solving abilities.

Your response should detail the techniques you use to expedite the closing process, such as effective communication, thorough follow-ups on documentation, and leveraging a strong product knowledge. Highlight a past success story where your strategies led to a quick closing and satisfied customers.

Provide a specific example with measurable results, particularly in a past role. Discuss the tactics you employed to surpass your targets and how you maintained motivation within yourself and your team. Focus on the importance of setting personal goals alongside the company’s objectives.

A solid answer would include your familiarity with Salesforce, describing how you use it to manage customer information, track loan applications, and maintain communication logs. Mention any training you’ve had and how this proficiency enables you to provide a better customer experience.

Make your answer personal and specific. Discuss your passion for helping others achieve financial stability, and share how that aligns with Achieve’s mission. Mention any experiences that sparked your interest in finance and how you see your role as a Loan Consultant II as a way to make meaningful contributions.

Explain your organizational strategies—perhaps detailing how you sort tasks by urgency and importance or leverage digital tools for task management. Share an example from your past experience where effective prioritization led to successful outcomes.

Share your insights on how you believe Achieve's focus on personalized solutions and excellent customer service provides a competitive edge. It's also beneficial to brainstorm how the company’s commitment to treating customers with compassion and care helps in forging lasting relationships.

In your response, emphasize qualities like communication skills, empathy, resilience in the face of challenges, and a strong sales mindset. Illustrate how each of these contributes to delivering exceptional service and achieving sales targets.

Discuss strategies for building trust and rapport with the borrower, highlighting the importance of active listening and addressing their concerns. Provide an example of a successful engagement with a hesitant customer, showcasing your ability to inspire confidence and prompt action.