job description
Join Lewis Personnel Management as a Loan Sales Officer and play a pivotal role in helping clients achieve financial stability through tailored debt restructuring and refinancing solutions. In this dynamic role, you will engage with clients to assess their financial needs, provide expert advice, and guide them toward optimal loan products. Your ability to build trust and deliver personalized financial solutions will directly impact our clients' financial well-being.
Based in the vibrant regions of Bali, this position offers a unique opportunity to work in a fast-paced, customer-centric environment while enjoying the island's renowned work-life balance. If you are passionate about finance, sales, and making a tangible difference in people's lives, we invite you to apply and grow your career with us.
Responsibility
- Conduct thorough financial assessments to understand clients' debt situations and recommend suitable restructuring or refinancing options.
- Develop and present customized loan solutions that align with clients' financial goals and repayment capabilities.
- Build and maintain strong relationships with clients, ensuring high levels of satisfaction and trust.
- Collaborate with internal teams to streamline loan processing and ensure timely approvals.
- Stay updated on market trends, interest rates, and financial products to provide accurate and competitive advice.
- Achieve and exceed sales targets by proactively identifying and pursuing new business opportunities.
- Educate clients on the benefits of debt consolidation, refinancing, and other financial strategies.
- Maintain accurate records of client interactions, loan applications, and follow-ups in compliance with company policies.
Qualifications
- Bachelor's degree in Finance, Business Administration, Economics, or a related field.
- Proven experience in sales, banking, or financial services, with a focus on loan products.
- Strong understanding of debt restructuring, refinancing, and financial planning.
- Excellent communication and interpersonal skills, with the ability to explain complex financial concepts clearly.
- Goal-oriented mindset with a track record of meeting or exceeding sales targets.
- Proficiency in using CRM software and financial tools to manage client data.
- High ethical standards and a commitment to maintaining client confidentiality.
- Ability to work independently and as part of a team in a fast-paced environment.