Why Work at RateGenius?

Our people come from all kinds of backgrounds and experiences to create something exciting and new: A BETTER WAY TO DO CAR LOANS. We offer steady growth, a strong and supportive leadership team, and in-depth training and tools to ensure your success. We work with some of the most amazing goal oriented and driven people and have built a pretty awesome work culture in the process! That's because we value HAPI-ness (Honesty, Ambition, Persistence, and Integrity).

Start Date: October 3, 2022

About The ROLE

The Loan Specialist will provide direct-to-consumer auto finance and refinance options while delivering superior customer service, responding to inquiries, and requesting information. The Loan Specialist will also offer additional finance and insurance options.
This position is a base compensation plus commission position. Loan Specialist can earn upwards of six-figures or more in salary do to the "UNCAPPED COMMISSION" structure offered.

About The RESPONSIBILITIES

• Understand and demonstrate the principles of RateGenius' mission daily.
• Ensure consistent delivery of RateGenius' product offerings.
• Effectively manage and maintain an organized pipeline.
• Enter all account, contact, opportunity, and activity information daily.
• Work within our lending partners' federal and state guidelines and requirements.
• Manage expectations and overcome objections with a consultative sales approach.
• Develop best practices in auto refinance consumer lending.
• Notify consumers regarding a loan to refinance status and approvals to close the sale.
• Achieving sales metrics on a daily/weekly/monthly basis.
• Maintains knowledge of providers products and competitive product differences.
• Provide excellent customer service.
• Additional duties as required.

About The REQUIREMENTS

• Education: High school diploma, or equivalent required. Associates or bachelor’s degree preferred.
• Experience: Experience in inside phone sales preferred. Telemarketing or customer service experience with auto finance companies, car dealerships, and investment companies a plus.
• Language/Communication/Interpersonal: Ability to speak read and write fluent English. Strong verbal and written communication skills, with an emphasis on communication of channel operations. Ability to effectively communicate with all levels of the company. Ability to establish and maintain effective working relationships and objectively coach associates and management through complex issues. Excellent presentation skills.
• Analytical: Detail-oriented with the ability to organize, prioritize, and work independently. Strong reasoning and critical thinking skills.
• Reasoning Ability: Ability to apply common sense understanding to carry out detailed but uninvolved written or oral instructions. Ability to deal with problems involving concrete variables in standardized situations.
• Technical: Proficient with Microsoft Office, with intermediate Excel ability. Ability to navigate multiple systems and platforms. Experience with CRMs preferred. 
• Other: High level of personal motivation, professionalism, and integrity required. Ability to exercise discretion and judgment.

About The REWARDS

RateGenius promotes an empowered culture that encourages personal, professional, and business growth. We focus on the highest quality environment for people, products, and technology, and facilitates a cohesive community by actively encouraging communication between all. Some of the benefits we offer are:

• Up to 15 Paid Days Off
• Paid Holidays
• Robust Health, Dental, and Vision Insurance Offerings
• Flexible Spending Accounts (FSA)
• Employer Contribution to Health Savings Accounts (HSA)
• Employer Matching 401(k) Retirement Savings Plan
• Fitness Club Access
• Casual Office Environment