Loan Consultant II Job at Achieve, Dallas, TX

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  • Achieve
  • Dallas, TX

Job Description

Company Description

Achieve is a leading digital personal finance company. We help everyday people move from struggling to thriving by providing innovative, personalized financial solutions. By leveraging proprietary data and analytics, our solutions are tailored for each step of our member's financial journey to include personal loans, home equity loans, debt consolidation, financial tools and education. Every day, we get to help our members move their finances forward with care, compassion, and empathetic touch. We put people first and treat them like humans, not account numbers.

Job Description

As an  Inside Sales Representative- Loan Consultant II on our Achieve Personal Loan team, you’ll impact the lives of everyday people and help them go from surviving to thriving with innovative digital personal finance solutions. We offer a personal loan solution to customers for things such as medical expenses, home remodeling, paying off credit cards, etc. Our members love us because we offer a best in class loan product at competitive rates with fantastic customer service—all within 1-3 days from start to funding!

We are proudly offering remote work options in the Tampa and Orlando, FL metro market. 

Start Date: May 27th, 2025

Shift:  Available shifts include working at least 1 weekend day (Saturday or Sunday)

Hours: 8-hour shift between the hours of 6:00am- 8:00pm (PST)

Total Compensation : $85,000 to $130,000+ annually + benefits. This information represents the expected on-target earnings for this role broken down into an hourly base pay plus uncapped commissions and incentives.

What you’ll do:

  • Contact borrowers via phone and email to facilitate the loan application process. Collect required documents from your customers during the application, move the transaction through the underwriting process, and quickly arrange a closing with the customer.
  • Utilize your strong communication and critical thinking skills to quickly engage borrowers, sell them on the benefits of our loan, and drive the transaction to close in 1 to 2 calls.
  • Manage a sales pipeline of up to 20 transactions in various stages of completion.
  • Meet daily, weekly, and monthly sales goals.

Qualifications

What you’ll bring: 

  • 3+ years of recent experience as an inside sales representative - Preference for those who’ve worked in a fast-paced call center and short sales cycle environment.
  • Experience working in a highly commission-driven environment and proven success exceeding goals in a fast-paced, inside sales environment.
  • Strong computer and organizational skills to effectively manage a CRM tool such as Salesforce.
  • High School diploma or equivalent

Additional Information

Achieve well-being with:

  • Achieve well-being with:
  • Hybrid and remote work opportunities for certain roles
  • 401 (k) with employer match
  • Medical, dental, and vision with HSA and FSA options
  • Competitive vacation and sick time off, as well as dedicated volunteer days
  • Access to wellness support through Employee Assistance Program, physical and mental health wellness programs
  • Up to $5,250 paid back to you on eligible education expenses
  • Pet care discounts for your furry family members
  • Financial support in times of hardship with our Achieve Care Fund
  • A safe place to connect and a commitment to diversity and inclusion through our six employee resource groups

Join Achieve, change the future.

At Achieve, we’re changing millions of lives.
From the single parent trying to catch up on bills to the entrepreneur needing a loan for the next phase of growth, you’ll get to be a part of their journey to a better financial future. We’re proud to have over 2,500 employees in mainly hybrid jobs with some remote opportunities available for certain roles across the United States with hubs in Arizona, California, and Texas. A career at Achieve is more than a job—it’s a place where you can make a true impact, have a sense of belonging, establish a fulfilling career, and put your well-being first.

Attention Agencies & Search Firms:  We do not accept unsolicited candidate resumes or profiles. Please do not reach out to anyone within Achieve to market your services or candidates. All inquiries should be directed to Talent Acquisition only. We reserve the right to hire any candidates sent unsolicited and will not pay any fees without a contract signed by Achieve’s Talent Acquisition leader.

Job Tags

Hourly pay, Base plus commission, Full time, Contract work, Remote job, Shift work, Weekend work, Sunday, Saturday,

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