• Assess clients’ financial needs, educate them on available loan products and facilitate the loan application. • Engage with clients to ensure they understand the value of our product • Collaborate with verification teams to ensure a seamless customer experience • Meet or exceed monthly sales targets set by management • Effectively organize and manage workload without constant supervision; maintain focus and productivity independently • Effective pipeline management which requires monitoring and tracking leads through each stage of the process • Manage both inbound and outbound calls