1d ago
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Loan Specialist Sales - Remote (Philippines)

Remotemid
Finance & AccountingLoan Officer
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Quick Summary

Key Responsibilities

As a Loan Specialist, you will play a crucial role in providing direct-to-consumer auto finance and refinance solutions. You will deliver superior customer service,

Requirements Summary

Education: High school diploma, or equivalent required. Associates or bachelor’s degree highly preferred. Language/Communication/Interpersonal: Ability to speak read and write fluent English.

Technical Tools
Finance & AccountingLoan Officer
  

Responsibilities

~1 min read
  • →Customer Engagement: Interact with customers to understand their needs and provide tailored auto finance and refinance options. Provide exceptional customer service, addressing inquiries and resolving any issues promptly and professionally.
  • →Loan Processing: Facilitate the loan application process from start to finish, ensuring all required documentation is accurately completed and submitted, while working with supporting departments
  • →Daily achieving 60+ outbound phone calls, 3 to 5 hours of talk time with texting and emails
  • →Product Knowledge: Maintain a deep understanding of our 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 our lending partners' guidelines.
  • →Walk customers through document signing, collecting necessary stipulations, consistent follow up until loan has funded.
  • →Quality assurance of all work through provided tools - lender information, state information, documentation, notation, checklists, etc.
  • →Collaboration: Work closely with other team members and departments to ensure a seamless customer experience.
  • →Compliance: Adhere to all regulatory and company policies to ensure compliance in all loan processing activities.
  • →Effectively manage and maintain an organized pipeline.
  • →Additional duties as required.

We are seeking dynamic individuals who thrive in energetic environments and possess a knack for engaging interactions. While experience in sales is an advantageous asset, it is the versatility and adaptability of a candidate that truly shines in this role. Our successful team members hail from a diverse array of backgrounds, including but not limited to:

  • Customer Service Excellence: Whether it’s behind the bar or at the front of a restaurant, providing top-notch service is second nature.
  • Automotive Industry Savvy: From dealerships to repair shops, understanding the fast-paced nature of the automotive world is a valuable skill.
  • Call Center Expertise: Managing high-volume calls with patience and efficiency is a testament to a candidate’s resilience and communication prowess.
  • Sales Acumen: A history of sales-oriented roles demonstrates a candidate’s ability to persuade and meet targets effectively.
  • Compensation: $1,000 US Dollars/Month
  • Contract Length: 6 months (Possible Extension)

We value the rich experiences that candidates from these industries bring to our team, fostering a culture of learning, growth, and success.

Requirements

~2 min read
  • Education: High school diploma, or equivalent required. Associates or bachelor’s degree highly preferred.
  • Language/Communication/Interpersonal: Ability to speak read and write fluent English. Strong verbal and written communication skills, with an emphasis on communication of channel operations. Ability to effectively communicate with all levels of the company. Ability to establish and maintain effective working relationships and objectively coach associates and management through complex issues. Excellent presentation skills.
  • Math 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.
  • Analytical: Detail-oriented with the ability to organize, prioritize, and work independently. Strong reasoning and critical thinking skills.
  • Reasoning Ability: Ability to apply common sense understanding to carry out detailed but uninvolved written or oral instructions. Ability to deal with problems involving concrete variables in standardized situations.
  • Technical: Proficient with Microsoft Office and Teams, with intermediate Excel ability. Ability to navigate multiple systems and platforms. Experience with CRMs preferred.
Computer IT/Requirements:
Must have a desktop or laptop PC capable of installing and running the Windows App. Device must support hardwired (Ethernet) connection for stable network access.
  • Reliable internet connection with minimum speeds of:
  • Download: 50 Mbps or higher. Upload: 10 Mbps or higher
  • Must provide their own headset, mouse, and keyboard.
  • IT can only provide very limited support for personal devices; it is the responsibility of the new hire to run updates and maintain their personal device.

Job description statements are intended to describe the general nature and level of work being performed by employees assigned to this job title. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required.

The Savings Group (including all its subsidiaries: AUTOPAY, RateGenius Loan Services, Inc., and Innovative Funding Services dba Tresl) is an equal opportunity employer. With regard to hiring and promotions, qualified persons will not be denied employment opportunity based on race, color, national origin, religion, sex, sexual orientation, gender identity, marital status, age 40 and over, disability, military status, or genetic information. Any questions or concerns about our EEO policy should be directed to Human Resources

Location & Eligibility

Where is the job
Worldwide
Fully remote, anywhere in the world
Who can apply
Same as job location

About this job

Posted
1 day ago
Employer
has 7 open jobs on Jobera.

Listing Details

Posted
November 13, 2026
First seen
November 14, 2026
Last seen
November 14, 2026

Posting Health

Days active
0
Repost count
0
Trust Level
63%
Scored at
November 14, 2026

Signal breakdown

freshnesssource trustcontent trustemployer trust
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Loan Specialist Sales - Remote (Philippines)