Business & Real Estate Loan Consultant

Our client is a financial services company and right now they are looking for a Loan Consultant to be responsible for converting inbound, qualified leads (via phone, e-mail, within the office) and building her/his own team of sub-agents.

Qualifications / Requirements

  • Professional Bilingual Fluency (English and Spanish)
  • Office hours of Monday-Friday, 9am-6pm
  • Experience in business to business sales
  • Experience in financial services, real estate, or related industries
  • Possessing a strong work ethic and a positive attitude
  • Familiarity with CRM systems and Microsoft Office
  • Must be highly organized and able to multitask
  • Results-driven and self-motivated
  • Effective communication skills both written and verbally



  • Follow up daily with warm prospects (no cold calling)
  • Identify client needs based on their financial situation
  • Obtain the necessary client documentation according to the loan program
  • Maintain detailed customer data within the company CRM
  • Meet weekly sales metrics and monthly funding quotas
  • Provide excellent customer service to company clients, investors, and partners
  • Onboard and train your assigned team of outside sales partners
  • Monitor your daily client pipeline to ensure adequate follow-up
  • Adhere to company initiatives according to company management