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Consumer Direct Loan Originator

June 13, 2025June 13, 2025

Consumer Direct Loan Originator

CompanyWintrust
LocationSan Diego, CA, USA
Salary$20.2 – $20.2
TypeFull-Time
DegreesBachelor’s
Experience LevelJunior, Mid Level

Requirements

  • Proven track record of success in a sales or customer service oriented environment
  • Strong phone presence, listening and presentation skills
  • Ability to multitask, problem solve and efficiently manage time in a fast paced environment
  • Strong at communicating and relationship building
  • Team player with the ability to thrive in a structured and competitive environment
  • Bachelor’s degree and 2+ years professional experience preferred

Responsibilities

  • Dedicated to delivering award winning customer service in an inside sales environment
  • Identify prospective customers through company generated inbound leads
  • Conduct customer needs analysis to learn and understand customer’s goals
  • Create relationships with prospects and customers to establish trust and highly encourage referral business
  • Conduct thorough follow up, outbound calls to interested consumers
  • Close sales and advise customer of next steps
  • Stay current on new products available for customers, completing ongoing education for licensing and compliance

Preferred Qualifications

  • Bachelor’s degree and 2+ years professional experience preferred


TaggedBachelor'sCustomer SuccessFinance & Operations & StrategyInside SalesJuniorMid LevelSales & Account ManagementWintrust

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