Priority Plus Financial

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.