Financial Sales Representative

TNT - 3.8

Tamarac, FL Job Details Part-time | Full-time $2,500 - $12,000 a month 1 day ago Benefits Work from home Flexible schedule Qualifications Fair Housing Act Consumer lending analysis in risk and credit Typing Credit report analysis Full Job Description Overview Join our dynamic team as a Financial Sales Representative and become a vital part of delivering exceptional financial services to clients. In this energetic role, you will leverage your industry knowledge and sales expertise to build strong client relationships, promote mortgage and banking solutions, and ensure compliance with all relevant regulations. Your proactive approach will drive growth, support clients through the loan process, and contribute to our mission of providing accessible, transparent financial services. This paid position offers an exciting opportunity to develop your career in a fast-paced, rewarding environment. Duties Engage with clients to understand their financial needs and recommend suitable mortgage, banking, or loan products. Conduct thorough credit analyses and evaluate financial documents using industry-standard Loan Origination Systems (LOS) and financial software. Negotiate terms with clients while ensuring adherence to Fair Housing regulations, TILA (Truth in Lending Act), FNMA (Fannie Mae) guidelines, and other compliance standards. Manage the loan origination process from application through underwriting, processing, and closing, ensuring timely and accurate documentation. Build lasting relationships with clients through effective communication, personalized service, and ongoing support for mortgage servicing and banking needs. Stay informed about industry trends, regulatory changes, and industry-specific software such as Quicken or accounting software to enhance service delivery. Assist in training or mentoring new team members on loan processing procedures, compliance requirements, and customer service best practices. Qualifications Proven experience in financial sales, mortgage lending, or retail lending with a strong understanding of loan origination processes. Demonstrated ability in negotiation, credit analysis, and relationship building within the financial services sector. Familiarity with Mortgage Servicing systems, Loan Origination Systems (LOS), TILA regulations, FNMA guidelines, and banking regulatory compliance. Strong math skills including basic math proficiency and 10-key typing accuracy for data entry tasks. Knowledge of Fair Housing regulations, escrow processes, underwriting standards, and mortgage servicing procedures. Excellent customer service skills with the ability to communicate complex financial concepts clearly to clients. Experience using financial software such as Quicken or similar tools; familiarity with accounting software is a plus. Ability to analyze commercial lending risks as well as retail loans; experience in credit analysis for both sectors is advantageous. Strong organizational skills with attention to detail for loan processing documentation and compliance adherence. Embark on a rewarding career where your expertise makes a difference! We are committed to fostering an inclusive environment that supports your professional growth while providing exceptional service to our clients through innovative financial solutions.

Pay:

$2,500.00 - $12,000.00 per month

Benefits:

Flexible schedule Work from home

Work Location:

Hybrid remote in Tamarac, FL 33321