Account Executive - Loans (DFL)

Job Summary: This position has the primary responsibility for growing the loan portfolio through direct sales of various lending products of the company.

 KeyDuties/Responsibilities:

• Facilitate cold and warm calls to prospective leads; schedule and follow through on calls with leads and current customers
• Source and work customer referrals
• Answer all lead and customer questions accurately; prioritize and/or escalate lead and customer questions as needed
• Consults with customers about their financing needs to help them achieve their business goals, including the collection and analysis of information about the client's financial situation
• Advise potential customers about the risks, consequences, and benefits of alternative financing solutions based on your analysis
• Prepare Internal Management Proposals clearly explaining the need, proposed financing structure and risk mitigation strategies
• Assist the Credit Analysis from time to time with the completion of loan applications where necessary
• Collect all information and documentation required to complete loan applications;
• Rejects loans by explaining deficiencies to applicants
• Ensure that the sales funnel and all other sales reports are promptly updated and maintained at all times
• Maintain positive business and customer relationships in the effort to extend customer lifetime value
• Develop strategies for more effective sales, both individually and as part of a team
• Track all appointments, sales, complaints, status reports, etc. thoroughly for manager review
• Cross-sell other Company's products or refer to appropriate Unit when necessary