Lead Generation & Outreach: Initiate outbound calls to potential clients, including individuals and businesses, to generate leads for personal, business, home, and mortgage loans.
Client Qualification & Needs Assessment: Engage with prospects to understand their financial needs, assess eligibility, and match them with suitable loan products.
Loan Application Assistance: Guide clients through the loan application process, ensuring all necessary documentation is collected and verified.
Follow-Up & Relationship Management: Maintain regular follow-up with clients to provide updates on loan status, address queries, and ensure a smooth loan disbursement process.
CRM & Record Keeping: Update and maintain accurate records of client interactions, loan applications, and follow-up actions in the CRM system.
Target Achievement: Meet or exceed daily, weekly, and monthly lead generation and conversion targets.
Customer Service Excellence: Provide exceptional customer service by addressing client concerns and ensuring satisfaction throughout the loan process.