Loan Representative (Sales and Related)

Interact with customers to provide basic or scripted information in response to routine inquiries about products and services. May handle and resolve general complaints. Excludes individuals whose duties are primarily installation, sales, repair, and technical support.

Perform routine administrative functions such as drafting correspondence, scheduling appointments, organizing and maintaining paper and electronic files, or providing information to callers.

Sell services to individuals or businesses. May describe options or resolve client problems.

Plan, direct, or coordinate one or more administrative services of an organization, such as records and information management, mail distribution, and other office support services.

Interact with customers, business executives, and stakeholders while managing and preparing sales reports. Responsible for identifying new business opportunities and assisting customers with their needs.

Communicate directly with existing and potential clients to understand their needs and make product or service recommendations. May need to make cold calls, assist in setting sales goals and strategies, handle complaints, and conduct negotiations.

Receive and pay out money. Keep records of money and negotiable instruments involved in a financial institution's various transactions.