1. Candidates must have experience in Loan sales profile self sourcing.
2. Machinery Loan & Lap Product.
3. Working with management to develop plans for future growth and profitability.
4. Monitoring current economic trends to identify areas that may impact future sales activity.
5. Meeting with clients to determine financing needs and educating them about available options.
6. Reviewing loan applications, credit reports, and other documentation to assess risk to the company.
7. Reviewing financial statements, budgets, and projections to determine if funds are available for new projects or additional inventory.
8. Determining how much financing each client should receive based on their ability to pay back the loan.
9. Establishing relationships with lenders or other financing sources to secure financing for clients’ needs.
10. Consulting with clients about financing options and helping them choose the option that meets their needs.
11. Communicating regularly with clients about the status of their applications and loans to ensure a positive experience for both parties.