Financial Analyst jobs in Troy, NY

Home Loan AdvisorHall Financial wouldn’t be an industry leader without its successful sales team! This hardworking team works diligently to create lifelong relationships with clients, provide our clients with a one of a kind 5-STAR experience but also help grow Hall Financials business.

All new Home Loan Advisors are provided with one-on-one training to ensure you are at the top of your game, an exclusive realtor network, warm leads, top notch marketing and a team that cares about your personal success.WHAT YOU WILL BE DOING

Providing a 5-STAR, white glove

experience to all those you work with internally and externally.Communicate with potential clients across the country

through phone, email, and text communication encouraging them to choose

Hall Financial as their home loan solution.Delivering up-to-the-minute information about the latest products, resources, and industry updates.

Request and assess documentation from clients to determine eligibility.Ensure loan applications are complete and correct.

Ensure client privacy, security of files and appropriate team member access.Constantly seek out potential clients through networking with those who can provide referrals, such as real estate companies, existing clients, financial planners, and attorneys.

Building and managing a strong pipeline of opportunities to meet and exceed weekly, monthly, and quarterly sales goals.Return all client

inquiry calls within one business day.Counsel clients on personal financial problems.Assist in specialist marketing and social media campaigns as needed.WHAT WE NEED FROM YOU

Required Qualifications : Proven success in building business relationships.Confident communication skills and professionalism both over the phone and face to face.

Ability to multitask and work at a fast pace.Proficient in technology including Microsoft Office Suite, Outlook, and CRM technology.

1 years of mortgage loan origination.1-2 years of sales experience.Current NMLS license.The desire to get better every day.

Self-motivated with a strong work ethic and a positive attitude.Embody the Hall Financial CODE : Camaraderie, Optimism, Drive, and EvolvingPreferred Qualifications : Inside sales and / or phone sales experience.

A passion for client support.Motivated to work in a competitive sales environment.THE PERKS

At Hall Financial you’re an important member of our team. We believe in our people and providing them with valuable benefits to achieve their goals inside and outside the office.

Here are some reasons you’ll love to work at Hall Financial : Internal growth and career development.Paid Time Off (PTO) after just 30 days.

Additional maternity leave benefits after 12 months.Paid training and career development.Medical, dental, vision, and life insurance.

401k.Competitive compensation.Daily, weekly, and monthly bonus opportunities.Discounted rates on all mortgage products for yourself and your friends and family.

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Last updated : 2024-04-07