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For a debt settlement company

Sales Administrator

Responsibilities

  • Prepare, analyze, and distribute accurate sales reports, enrollment data, commission tracking, and performance summaries using CRM and reporting tools.
  • Support agents and managers by providing status updates, resolving process-related inquiries, and escalating issues when needed.
  • Maintain and update client, lead, enrollment, and sales records while ensuring data accuracy, workflow compliance, and quality control.
  • Manage multiple sales support tasks in a fast-paced environment while improving processes, maintaining documentation, and collaborating with leadership and support teams.

Requirements

  • Strong organizational, multitasking, communication, and time management skills with high attention to detail and accuracy.
  • Experience with Excel/Google Sheets, CRM systems, and sales or reporting platforms such as Salesforce, Power BI, Genesys, Sigma, or similar tools.
  • Ability to work independently, follow established procedures, handle confidential information, and meet deadlines in a fast-paced environment.
  • Previous experience in sales support, sales administration, operations, workforce management, reporting, or related administrative roles.

Sales Administration / Reporting Tools / Cross-Functional Support / Documentation Management

Finance Sales Agent

Responsibilities

  • Handle high-volume inbound calls, qualify leads, and guide clients through the loan application and debt settlement process.
  • Educate clients on loan products, funding procedures, and program benefits while maintaining strong product knowledge and professionalism.
  • Manage client follow-ups, pipeline progress, account updates, and workflow tracking from prospecting through program completion.
  • Build rapport, handle objections, set expectations, and provide customer-focused support while escalating unresolved issues when necessary.

Requirements

  • Strong communication, active listening, rapport-building, objection handling, and closing skills in a sales or customer service environment.
  • Experience with inbound/outbound calls, customer support, sales processes, and workflow management in a fast-paced environment.
  • Ability to multitask, manage time effectively, follow approved scripts/processes, and maintain a client-focused mindset.
  • Proficiency in MS Office tools; bilingual Spanish/English and prior sales or phone-based customer service experience preferred.

Loan Education / Sales Fundamentals / Closing Techniques / Client Retention