Loan Specialist, Sales

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October 3

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AUTOPAY

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Finance • Fintech

AUTOPAY is a company that specializes in streamlining the auto financing process, offering services such as auto refinance, lease buyouts, and new car loans. With a diverse network of lenders, AUTOPAY ensures competitive rates for a wide range of credit profiles. The company emphasizes a simple online application process enhanced by their marketplace of lenders, allowing customers to apply in minutes and manage loans through a virtual financial office without the stress of traditional methods. AUTOPAY offers secure, efficient electronic transactions, making car financing quicker and more effective while helping customers improve their financial situations by lowering interest rates and monthly payments.

201 - 500 employees

💸 Finance

💳 Fintech

💰 Series A on 2017-02

📋 Description

• Play a crucial role in providing direct-to-consumer auto finance and refinance solutions • Deliver superior customer service, respond to inquiries that are already approved for the refinance, and offer additional finance and coverage options to enhance the customer experience • Structure loans and pitch optional coverages to borrowers • Manage the loan through the different steps to ensure funding • Prepare loans for the contracting process, call borrowers to review electronic documents and title documents, and ensure all documents are signed and tracked • Handle various statuses of the loan, ensuring all steps are followed and errors are fixed promptly • Interact with customers to understand their needs and provide tailored auto finance and refinance options • Address inquiries and resolve any issues promptly and professionally • Facilitate the loan application process from start to finish, ensuring all required documentation is accurately completed and submitted, while working with supporting departments • Achieve 60+ outbound phone calls daily, with 3 to 5 hours of talk time with texting and emails • Maintain a deep understanding of the products to effectively offer and explain additional options to customers • Develop sales skills to effectively present benefits of loan options and sell additional products • Manage expectations and overcome objections with a consultative sales approach • Work within lending partners' guidelines • Walk customers through document signing, collecting necessary stipulations, consistent follow-up until loan has funded • Ensure quality assurance of all work through provided tools - lender information, state information, documentation, notation, checklists, etc. • Work closely with other team members and departments to ensure a seamless customer experience • Adhere to all regulatory and company policies to ensure compliance in loan processing activities • Effectively manage and maintain an organized pipeline • Additional duties as required

🎯 Requirements

• Education: High school diploma, or equivalent required • Associates or bachelor’s degree highly preferred • Ability to speak read and write fluent English • Strong verbal and written communication skills, with an emphasis on communication of channel operations • Ability to establish and maintain effective working relationships and objectively coach associates and management through complex issues • Excellent presentation skills • Basic computation skills • High Level of Organization: Managing your time, energy and workspace well and can accomplish all your assigned tasks successfully before end of day • Detail-oriented with the ability to organize, prioritize, and work independently • Strong reasoning and critical thinking skills • Ability to apply common sense understanding to carry out detailed but uninvolved written or oral instructions • Proficient with Microsoft Office and Teams, with intermediate Excel ability • Ability to navigate multiple systems and platforms • Experience with CRMs preferred

🏖️ Benefits

• Competitive salary