Cash Loan Specialist – Outsourced

About the role

The Cash Loan Specialist works as an outsourced direct‑sales agent for a banking institution, focusing on acquiring new customers and matching them with appropriate cash‑loan products. The role combines customer relationship building with compliance‑driven loan processing.

Key responsibilities

• Identify and acquire new customers through proactive direct‑sales activities.
• Promote and sell cash‑loan products to both prospective and existing clients.
• Assess customers’ financial needs and recommend suitable loan solutions.
• Explain loan terms, interest rates, repayment plans, and required documentation clearly.
• Assist customers in completing loan applications accurately and efficiently.
• Follow up on submitted applications and coordinate with internal bank departments until final approval.
• Achieve monthly sales targets and key performance indicators.
• Maintain full compliance with bank policies, procedures, and regulatory guidelines.

Required profile

• Bachelor’s degree or equivalent.
• Experience in direct sales, real estate, or financial services is a plus.
• Strong communication, negotiation, and interpersonal abilities.
• Ability to explain financial products clearly to customers.
• Target‑driven mindset with a strong sales orientation.
• Capability to work under pressure and meet assigned targets.

Required skills