Loan Advisor - Remote
DEINSA GLOBAL, Phila, PA, United States
The Loan Advisor 100% Remote at E710LABS is a high-performance role designed to manage lead communication, support client qualification, and maintain administrative and compliance continuity during the early stages of the client lifecycle. This role serves as a critical strategic bridge between the prospective client and the Elite Capital & Debt Resolution Associate Partners responsible for final enrolment execution at I1CAP.
Key Responsibilities
Consultative Lead Management: Maintain direct, professional, and timely communication with assigned leads and newly enrolled clients.
CRM & Data Integrity: Collect, organize, and accurately complete all client documentation in FORTH, ensuring 100% compliance with data protection requirements.
Financial Diagnostics: Explain program steps and requirements using only Company-approved scripts. Prepare detailed client budget analyses to assess affordability and program fit.
Strategic Enrollment Support: Organize the enrollment package and ensure the lead is properly prepared for transfer to Senior Associate Partners.
Post-Enrollment Continuity: Provide administrative and payment-related follow-up during the first sixty (60) days post-enrollment to ensure client retention and program success.
Compliance Oversight: Document all interactions and immediately escape any discrepancies, operational risks, or compliance-sensitive issues.
Virtual Workplace & Conduct Code
Zoom Operational Protocol: Employees must work via Zoom for the duration of their shift. Camera and microphone must remain open at all times to facilitate transparency and collaboration.
Dress Code: A Formal Dress Code is required during all working hours, as the camera is active.
Work Environment: Performance must occur in a professional, dedicated home office free from sonic contamination (background noise, pets, or domestic distractions).
Mandatory Technical Requirements (BYOD)
Processor: Intel Core i5 (8th Generation or higher).
RAM: 8 GB (Minimum).
Storage: 250 GB SSD (Solid State Drive).
Operating System: Windows 10 (Minimum).
Security: Active and licensed Antivirus software is mandatory.
Compensation & Incentives
Daily Performance Bonus: USD $15.00 per eligible worked day (paid biweekly).
Enrollment Commission: 0.50% on eligible production attributable to the Advisor's workstream.
Commission Trigger: Payable only in connection with first payments received, cleared, and validated under the Company’s internal controls.
Payment Schedule: Biweekly (Cut-offs: 15th/30th; Payments: 20th/5th).
Working Hours & Break Structure
Hours: 7:30 a.m. to 5:00 p.m. Central Time.
Morning Break: One (1) fifteen-minute break.
Afternoon Break: One (1) fifteen-minute break.
Unpaid Lunch: One (1) hour (to be coordinated between 10:45 a.m. and 12:45 p.m.).
Qualifications
Language Proficiency: Strong English communication skills (Verbal and Written).
Experience: Previous background in client service, financial services, debt resolution, or sales support is preferred.
Technical Skills: Proficiency in CRM systems (FORTH) and workflow documentation.
Soft Skills: High attention to detail, strong ethical grounding, and organizational discipline.
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Key Responsibilities
Consultative Lead Management: Maintain direct, professional, and timely communication with assigned leads and newly enrolled clients.
CRM & Data Integrity: Collect, organize, and accurately complete all client documentation in FORTH, ensuring 100% compliance with data protection requirements.
Financial Diagnostics: Explain program steps and requirements using only Company-approved scripts. Prepare detailed client budget analyses to assess affordability and program fit.
Strategic Enrollment Support: Organize the enrollment package and ensure the lead is properly prepared for transfer to Senior Associate Partners.
Post-Enrollment Continuity: Provide administrative and payment-related follow-up during the first sixty (60) days post-enrollment to ensure client retention and program success.
Compliance Oversight: Document all interactions and immediately escape any discrepancies, operational risks, or compliance-sensitive issues.
Virtual Workplace & Conduct Code
Zoom Operational Protocol: Employees must work via Zoom for the duration of their shift. Camera and microphone must remain open at all times to facilitate transparency and collaboration.
Dress Code: A Formal Dress Code is required during all working hours, as the camera is active.
Work Environment: Performance must occur in a professional, dedicated home office free from sonic contamination (background noise, pets, or domestic distractions).
Mandatory Technical Requirements (BYOD)
Processor: Intel Core i5 (8th Generation or higher).
RAM: 8 GB (Minimum).
Storage: 250 GB SSD (Solid State Drive).
Operating System: Windows 10 (Minimum).
Security: Active and licensed Antivirus software is mandatory.
Compensation & Incentives
Daily Performance Bonus: USD $15.00 per eligible worked day (paid biweekly).
Enrollment Commission: 0.50% on eligible production attributable to the Advisor's workstream.
Commission Trigger: Payable only in connection with first payments received, cleared, and validated under the Company’s internal controls.
Payment Schedule: Biweekly (Cut-offs: 15th/30th; Payments: 20th/5th).
Working Hours & Break Structure
Hours: 7:30 a.m. to 5:00 p.m. Central Time.
Morning Break: One (1) fifteen-minute break.
Afternoon Break: One (1) fifteen-minute break.
Unpaid Lunch: One (1) hour (to be coordinated between 10:45 a.m. and 12:45 p.m.).
Qualifications
Language Proficiency: Strong English communication skills (Verbal and Written).
Experience: Previous background in client service, financial services, debt resolution, or sales support is preferred.
Technical Skills: Proficiency in CRM systems (FORTH) and workflow documentation.
Soft Skills: High attention to detail, strong ethical grounding, and organizational discipline.
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