Costa Mesa, CA · On-site
$35K - $200K/yr
Personal Loan Consultant - Department: Sales / Client Services Reports To: Management Team Location: 3200 Park Center Drive Ste 400, Costa Mesa, Ca 92626 Position Summary The Personal Loan Consultant ...
Costa Mesa, CA · On-site
$35K - $200K/yr
Personal Loan Consultant - Department: Sales / Client Services Reports To: Management Team Location: 3200 Park Center Drive Ste 400, Costa Mesa, Ca 92626 Position Summary The Personal Loan Consultant ...
Costa Mesa, CA · On-site
$35K - $200K/yr
Personal Loan Consultant - Department: Sales / Client Services Reports To: Management Team Location: 3200 Park Center Drive Ste 400, Costa Mesa, Ca 92626 Position Summary The Personal Loan Consultant ...
Costa Mesa, CA · On-site
$35K - $200K/yr
Personal Loan Consultant - Department: Sales / Client Services Reports To: Management Team Location: 3200 Park Center Drive Ste 400, Costa Mesa, Ca 92626 Position Summary The Personal Loan Consultant ...
Tempe, AZ · Hybrid
Medical
Dental
Vision
Retirement
PTO
As a Loan Verification Specialist, you'll impact the lives of everyday people and help them go from surviving to thriving with innovative digital personal finance solutions. You will be responsible ...
Tempe, AZ · Hybrid
Medical
Dental
Vision
Retirement
PTO
As a Loan Verification Specialist, you'll impact the lives of everyday people and help them go from surviving to thriving with innovative digital personal finance solutions. You will be responsible ...
$18 - $22/hr
Medical
Dental
Vision
Life
Retirement
PTO
Our growing suite of personal loans, credit cards and other products help people borrow better and work toward a brighter future. In our more than 1,300 community branches and across the U.S ...
$18 - $22/hr
Medical
Dental
Vision
Life
Retirement
PTO
Our growing suite of personal loans, credit cards and other products help people borrow better and work toward a brighter future. In our more than 1,300 community branches and across the U.S ...
$17.75 - $21.50/hr
Medical
Dental
Vision
Life
Retirement
PTO
Our growing suite of personal loans, credit cards and other products help people borrow better and work toward a brighter future. In our more than 1,300 community branches and across the U.S ...
$17.75 - $21.50/hr
Medical
Dental
Vision
Life
Retirement
PTO
Our growing suite of personal loans, credit cards and other products help people borrow better and work toward a brighter future. In our more than 1,300 community branches and across the U.S ...
$20 - $23/hr
Medical
Dental
Vision
Life
Retirement
PTO
Our growing suite of personal loans, credit cards and other products help people borrow better and work toward a brighter future. In our more than 1,300 community branches and across the U.S ...
$20 - $23/hr
Medical
Dental
Vision
Life
Retirement
PTO
Our growing suite of personal loans, credit cards and other products help people borrow better and work toward a brighter future. In our more than 1,300 community branches and across the U.S ...
$20 - $23/hr
Medical
Dental
Vision
Life
Retirement
PTO
Our growing suite of personal loans, credit cards and other products help people borrow better and work toward a brighter future. In our more than 1,300 community branches and across the U.S ...
New
$20 - $23/hr
Medical
Dental
Vision
Life
Retirement
PTO
Our growing suite of personal loans, credit cards and other products help people borrow better and work toward a brighter future. In our more than 1,300 community branches and across the U.S ...
New
Medical
Dental
Vision
Life
Retirement
PTO
Our growing suite of personal loans, credit cards and other products help people borrow better and work toward a brighter future. In our more than 1,300 community branches and across the U.S ...
Medical
Dental
Vision
Life
Retirement
PTO
Our growing suite of personal loans, credit cards and other products help people borrow better and work toward a brighter future. In our more than 1,300 community branches and across the U.S ...
Medical
Dental
Vision
Life
Retirement
PTO
Our growing suite of personal loans, credit cards and other products help people borrow better and work toward a brighter future. In our more than 1,300 community branches and across the U.S ...
Medical
Dental
Vision
Life
Retirement
PTO
Our growing suite of personal loans, credit cards and other products help people borrow better and work toward a brighter future. In our more than 1,300 community branches and across the U.S ...
Tempe, AZ · Hybrid
Medical
Dental
Vision
Retirement
PTO
As a Loan Verification Specialist, you'll impact the lives of everyday people and help them go from surviving to thriving with innovative digital personal finance solutions. You will be responsible ...
Tempe, AZ · Hybrid
Medical
Dental
Vision
Retirement
PTO
As a Loan Verification Specialist, you'll impact the lives of everyday people and help them go from surviving to thriving with innovative digital personal finance solutions. You will be responsible ...
$18 - $22/hr
Medical
Dental
Vision
Life
Retirement
PTO
Our growing suite of personal loans, credit cards and other products help people borrow better and work toward a brighter future. In our more than 1,300 community branches and across the U.S ...
$18 - $22/hr
Medical
Dental
Vision
Life
Retirement
PTO
Our growing suite of personal loans, credit cards and other products help people borrow better and work toward a brighter future. In our more than 1,300 community branches and across the U.S ...
Tempe, AZ · On-site
Medical
Dental
Vision
Retirement
PTO
As a Loan Verification Specialist, you'll impact the lives of everyday people and help them go from surviving to thriving with innovative digital personal finance solutions. You will be responsible ...
Tempe, AZ · On-site
Medical
Dental
Vision
Retirement
PTO
As a Loan Verification Specialist, you'll impact the lives of everyday people and help them go from surviving to thriving with innovative digital personal finance solutions. You will be responsible ...
Medical
Dental
Vision
Life
Retirement
PTO
Our growing suite of personal loans, credit cards and other products help people borrow better and work toward a brighter future. In our more than 1,300 community branches and across the U.S ...
Medical
Dental
Vision
Life
Retirement
PTO
Our growing suite of personal loans, credit cards and other products help people borrow better and work toward a brighter future. In our more than 1,300 community branches and across the U.S ...
Medical
Dental
Vision
Life
Retirement
PTO
Our growing suite of personal loans, credit cards and other products help people borrow better and work toward a brighter future. In our more than 1,300 community branches and across the U.S ...
Medical
Dental
Vision
Life
Retirement
PTO
Our growing suite of personal loans, credit cards and other products help people borrow better and work toward a brighter future. In our more than 1,300 community branches and across the U.S ...
Medical
Dental
Vision
Life
Retirement
PTO
Our growing suite of personal loans, credit cards and other products help people borrow better and work toward a brighter future. In our more than 1,300 community branches and across the U.S ...
Medical
Dental
Vision
Life
Retirement
PTO
Our growing suite of personal loans, credit cards and other products help people borrow better and work toward a brighter future. In our more than 1,300 community branches and across the U.S ...
Medical
Dental
Vision
Life
Retirement
PTO
Our growing suite of personal loans, credit cards and other products help people borrow better and work toward a brighter future. In our more than 1,300 community branches and across the U.S ...
Medical
Dental
Vision
Life
Retirement
PTO
Our growing suite of personal loans, credit cards and other products help people borrow better and work toward a brighter future. In our more than 1,300 community branches and across the U.S ...
Medical
Dental
Vision
Life
Retirement
PTO
Our growing suite of personal loans, credit cards and other products help people borrow better and work toward a brighter future. In our more than 1,300 community branches and across the U.S ...
Medical
Dental
Vision
Life
Retirement
PTO
Our growing suite of personal loans, credit cards and other products help people borrow better and work toward a brighter future. In our more than 1,300 community branches and across the U.S ...
$18 - $22/hr
Medical
Dental
Vision
Life
Retirement
PTO
Our growing suite of personal loans, credit cards and other products help people borrow better and work toward a brighter future. In our more than 1,300 community branches and across the U.S ...
$18 - $22/hr
Medical
Dental
Vision
Life
Retirement
PTO
Our growing suite of personal loans, credit cards and other products help people borrow better and work toward a brighter future. In our more than 1,300 community branches and across the U.S ...
$18 - $22/hr
Medical
Dental
Vision
Life
Retirement
PTO
Our growing suite of personal loans, credit cards and other products help people borrow better and work toward a brighter future. In our more than 1,300 community branches and across the U.S ...
$18 - $22/hr
Medical
Dental
Vision
Life
Retirement
PTO
Our growing suite of personal loans, credit cards and other products help people borrow better and work toward a brighter future. In our more than 1,300 community branches and across the U.S ...
$20 - $23/hr
Medical
Dental
Vision
Life
Retirement
PTO
Our growing suite of personal loans, credit cards and other products help people borrow better and work toward a brighter future. In our more than 1,300 community branches and across the U.S ...
$20 - $23/hr
Medical
Dental
Vision
Life
Retirement
PTO
Our growing suite of personal loans, credit cards and other products help people borrow better and work toward a brighter future. In our more than 1,300 community branches and across the U.S ...
$13.46 - $14.77
2% of jobs
$14.77 - $16.08
6% of jobs
$16.08 - $17.40
5% of jobs
$17.40 - $18.71
9% of jobs
$18.81 is the 25th percentile. Wages below this are outliers.
$18.71 - $20.02
23% of jobs
The median wage is $20.27 / hr.
$20.02 - $21.33
19% of jobs
$22.26 is the 75th percentile. Wages above this are outliers.
$21.33 - $22.64
14% of jobs
$22.64 - $23.95
4% of jobs
$23.95 - $25.26
5% of jobs
$25.26 - $26.57
6% of jobs
$26.57 - $27.88
5% of jobs
$13
$20
$27
A Personal Loan job typically involves assisting customers in obtaining unsecured loans for personal expenses. Professionals in this role assess loan applications, verify financial information, and provide guidance on loan terms and repayment options. They may work for banks, credit unions, or financial institutions, ensuring compliance with lending regulations. Strong communication and financial assessment skills are essential for success in this field.
Personal Loan Officers spend much of their day meeting with potential clients, gathering and reviewing financial documents, and evaluating creditworthiness to determine eligibility for personal loans. They also prepare and process loan applications, explain loan terms and payment options, and ensure all compliance requirements are met. Collaboration with underwriters, branch managers, and customer service teams is common to streamline the approval process and resolve client questions. Additionally, cultivating ongoing client relationships and generating new business through referrals or outreach are important aspects of the job.
To thrive as a Personal Loan Officer, you need a solid understanding of consumer lending, credit analysis, and financial regulations, often supported by a degree in finance, business, or a related field. Familiarity with loan origination systems, credit scoring tools, and relevant certifications like NMLS (Nationwide Multistate Licensing System) is highly beneficial. Strong interpersonal communication, attention to detail, and sales-oriented customer service skills help build trust and close deals with clients. These competencies ensure accurate loan processing, regulatory compliance, and a positive customer experience, which are vital for success in the personal lending sector.
$35K - $200K/yr
Full-time
Posted 18 days ago
Personal Loan Consultant – Job Description
Department: Sales / Client Services
Reports To: Management Team
Location: 3200 Park Center Drive Ste 400, Costa Mesa, Ca 92626
Position Summary
The Personal Loan Consultant is responsible for managing inbound and outbound consumer inquiries to determine eligibility for loan programs and alternative financial solutions offered through Priority Plus Financial. This position requires strong communication skills, the ability to build rapport quickly, and the discipline to follow established workflows in a fast-paced environment. The Personal Loan Consultant plays a key role in converting qualified leads into funded accounts.
Key Responsibilities
Inbound & Outbound Client Engagement
• Handle high-volume incoming and outgoing calls in a professional, timely manner.
• Conduct initial qualification screenings using company standards and scripts.
• Assess consumer needs and identify appropriate loan programs or alternative options.
• Provide clear explanations of program details, next steps, and required documentation.
Sales & Performance Execution
• Meet or exceed individual performance quotas, including contact rates, lead conversions, and quality metrics.
• Follow prescribed call flow, sales techniques, and compliance requirements.
• Maintain an organized pipeline and track follow-up activities to maximize conversion opportunities.
• Collaborate with teammates and management to improve team performance and overall customer experience.
Compliance & Documentation
• Record all call outcomes, notes, and required data accurately in the CRM system.
• Adhere strictly to company policies, confidentiality expectations, and regulatory guidelines.
• Maintain ethical standards and ensure all communication is compliant with state, federal, and company requirements.
Training & Continuous Development
• Successfully complete the company’s training program, demonstrating proficiency before transitioning to regular compensation structure.
• Participate in ongoing coaching, quality monitoring, and skill development sessions.
• Adapt to updated policies, product changes, and performance expectations as directed.
Qualifications
Required
• Excellent verbal communication skills and professional phone presence.
• Ability to multitask, manage time effectively, and follow structured processes.
• Basic computer literacy, including the use of CRM or call-tracking software.
• Strong organizational and follow-through skills.
• Ability to meet performance metrics in a results-driven environment.
Preferred
• Prior experience in customer service, call center operations, or sales.
• Background in financial services or consumer lending.
• Demonstrated ability to meet performance metrics in a results-driven environment.
Work Environment
• This is an in-office role located at 3200 Park Center Dr. Ste 400, Costa Mesa, Ca 92626
• Requires extended periods of computer and phone use.
• Fast-paced, quota-driven environment with frequent coaching and performance evaluation.
Compensation Structure
• Pay: $16.90 per hour as a draw against uncapped commission
• Eligibility for applicable company benefits according to policy.
Employment Status
This job description is not an employment contract. Duties may be modified at any time based on business needs. Employment with Priority Plus Financial is at-will and may be terminated at any time by either party, with or without cause or notice.
Sourced by ZipRecruiter
11 - 50 Employees
Irvine, CA, US
2019
