Sales Associate

The Sales Associate is responsible for generating leads, assisting clients in completing loan applications, and ensuring proper documentation for loan processing. The role focuses on client acquisition, relationship management, and providing excellent customer service to achieve sales targets and contribute to the growth of the company.

Duties and Responsibilities:

1. Identify and prospect potential clients through fieldwork, referrals, and online platforms.
2. Conduct initial client interviews to understand financial needs and recommend appropriate loan products.
3. Assist clients in filling out loan application forms and gathering necessary documentation.
4. Coordinate with the Credit and Loan Processing teams to ensure smooth application processing.
5. Follow up with clients regarding application status, additional requirements, and approvals.
6. Maintain good client relationships to ensure repeat business and ref...