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Sr Debt Consultant/Sr Analyst

Company: Alleviate Financial Solutions
Location: Irvine
Posted on: November 22, 2020

Job Description:

At TriPoint Lending we pride ourselves on excellence and are committed to giving our clients industry-leading service. We have a fantastic opportunity for positive and energetic Senior Analysts. Join our team!We have an awesome opportunity for candidates who are looking to take the next step in their career. The Alleviate Team offers unparalleled customer service, support, and assistance for customers who are in financial hardship. If you are eager to learn and grow, this company is for you!General Summary:Responsible for presenting, promoting and selling loan options/debt settlements services to clients to meet department goals.Essential Duties:

  • Front to end sales promoting and selling loan options/debt settlements services to clients to meet department goals
    • Present, promote and sell services using solid arguments to existing and prospective customers
      • Perform cost-benefit and needs analysis of existing/potential customers to meet their needs
        • Enroll a minimal of 20 clients a month to program
          • Establish, develop and maintain positive business and customer relationships
            • Reach out to customer leads through inbound leads, and or direct mail
              • Interview, identify and discuss appropriate options with clients to determine clients' assets, liabilities, cash flow, insurance coverage, tax status, or financial situation
                • Contact or take calls from prospective customers to determine customer needs, present information, and provide information about available services
                  • Complete sales order tickets and submit for processing of client-requested transactions
                    • Discuss financial options with clients and keep them informed about our services
                      • Keep accurate records of transactions
                        • Regular attendance to take calls from clients
                          • Follow policies and procedures for the department and companyOther Responsibilities:
                            • Continuously improve through feedback
                              • Attend training and department meetings
                                • Other duties as assignedEducation and Knowledge:
                                  • High School Diploma or GED required
                                    • Knowledge of Debt SettlementExperience:
                                      • Minimum of 6 months of sales experience, call center or inside sales experience preferred
                                        • 1 year in debt consolidation industry preferred.
                                          • Experience as a Loan Officer, Mortgage Banker, Student Loan Advisor, Consumer Loan Officer or similar works well in our environmentSkills and Abilities:
                                            • Excellent Customer Services and Communication Skills
                                              • Phone system is YTEL and CRM is debt pay pro
                                                • Computer literacy
                                                  • Highly motivated and target driven with a proven track record in sales
                                                    • Excellent selling, communication and negotiation skillsLicensure and Certifications
                                                      • N/AFinancial Responsibility and Authority:
                                                        • N/ACompetencies:Customer focus, optimizes work processes, collaborates, communicates effectively, instills trust, situational adaptability, and self-development.What We Offer:
                                                          • Competitive compensation reliant on ability & experience
                                                            • PTO days, in addition to 8 paid company holidays
                                                              • Mentorship - Accelerate your growth with the help of experienced peers. Training and Development with 3 Weeks initial training period and ongoing workshops.
                                                                • Exponential Growth Opportunities with access to leads, supervisors and trainers to further your career..
                                                                  • Health, Dental and Vision Benefits - A healthy team is a happy team. Flexible health plans ensure you are covered
                                                                    • Paid Vacation
                                                                      • Paid Holidays
                                                                        • Competitive PayWe are an Equal Opportunity Employer and are in compliance with Title VII of the Civil Rights Act of 1964 as amended, Age Discrimination in Employment Act of 1967, and the Rehabilitation Act of 1973, and employs without regard to sex, race, color, national origin, religion, age, handicap or status as a disabled or Vietnam era veteran.Applicants will be asked to undergo a criminal background check.Job Type: Full-timePay: $99,000.00 - $124,000.00 per year PI126206352

Keywords: Alleviate Financial Solutions, Irvine , Sr Debt Consultant/Sr Analyst, Professions , Irvine, California

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