Loan Consultant

As a Loan Consultant at Achieve, your primary responsibilities will include contacting borrowers via phone and email, guiding them through the loan application process, collecting necessary documentation, and ensuring a smooth transaction through underwriting to closing. You will also need to manage a sales pipeline of up to 20 transactions at various stages and meet your daily, weekly, and monthly sales goals, all while providing exceptional customer service.

To qualify for the Loan Consultant position at Achieve, you should have at least 3 years of recent experience in inside sales, with a preference for those coming from a fast-paced call center environment. Additionally, having 2 or more years of experience in a call center and demonstrating a history of success in commission-driven roles is highly beneficial. A high school diploma or equivalent is also required.

The Loan Consultant role at Achieve offers a hybrid work schedule in the Phoenix, AZ area, which includes working at least one weekend day, either Saturday or Sunday. You will be expected to work an 8-hour shift, scheduled between 6:00 AM and 8:00 PM (PST), providing flexibility while ensuring customer needs are met effectively.

Loan Consultants at Achieve can expect total annual compensation ranging from $75,000 to $130,000+, which includes a combination of base pay and uncapped commissions, as well as various incentives. This commission-based structure rewards high performers and allows you to have more control over your earning potential.

Achieve offers a comprehensive benefits package for Loan Consultants that includes a 401(k) with employer match, medical, dental, and vision insurance, competitive vacation and sick time off, wellness support programs, and educational assistance. These benefits are designed to support both your professional growth and personal well-being.

In answering this question, focus on your sales experience, particularly in fast-paced or call center environments. Highlight specific achievements and how those experiences have prepared you for the Loan Consultant role, emphasizing your skills in communication and customer engagement.

Discuss your strategies for managing a sales pipeline effectively, such as prioritizing leads, maintaining clear communication with borrowers, and using CRM tools like Salesforce. Share specific examples of how these strategies have helped you successfully close loans in the past.

Convey that the most important quality is empathy and active listening. As a Loan Consultant at Achieve, building trust with clients is crucial, so emphasize how understanding their financial needs can lead to better service and increased sales.

Share personal tactics you use to maintain motivation, such as setting personal goals, celebrating small wins, and using positive affirmations. Emphasize how finding purpose in helping clients achieve their financial goals also drives your motivation.

Describe the situation, the actions you took to resolve the issue, and the outcome, emphasizing your communication skills and dedication to customer service. Highlight how this experience will contribute to your effectiveness as a Loan Consultant.

Research Achieve’s mission and values before the interview and articulate how they align with your own. Express your admiration for the company’s commitment to helping clients improve their financial situations and how you want to contribute to that mission as a Loan Consultant.

Share your approach to prioritizing tasks, such as assessing urgency, using organization tools, and maintaining a structured daily schedule. Provide examples from previous roles that illustrate your time management and organizational skills.

Explain your proactive approach to identifying issues and implementing solutions. Discuss gathering data, collaborating with team members to improve processes, and enhancing communication with clients to meet deadlines.

Discuss your techniques for assessing needs, such as open-ended questions to understand their situation, listening to their concerns, and matching them with the best loan products. Emphasize your ability to make personalized recommendations.

Talk about your experience with CRM systems like Salesforce, focusing on how you used these tools to track leads, manage customer relationships, and analyze data to inform your sales strategies. Highlight any notable successes achieved through effective CRM usage.