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- Meet with potential clients to discuss their financial needs and offer personalized loan solutions
- Develop and maintain a strong network of referral sources
- Conduct thorough financial assessments to determine clients' eligibility for loans
- Present and explain loan options to clients in a clear and professional manner
- Close sales and achieve monthly targets
- Provide exceptional customer service throughout the loan application process
- Stay current on industry trends and changes in lending regulations
- Collaborate with colleagues to ensure a seamless customer experience
- Maintain accurate and up-to-date records of client interactions and loan applications
- Attend regular training sessions to improve sales techniques and product knowledge.