Job Title: Loan Officer – “Customer Success Manager” (inside sales)
Location: Remote (U.S. based)
Industry: Financial Services / Home Improvement / B2C Sales
Employment Type: Full-time
About HFS Financial
At HFS Financial, we specialize in connecting consumers with financing for home improvement projects through our innovative platform and nationwide contractor network. With a mission to deliver fast, reliable, and transparent loan processing, we support thousands of contractors and financial institutions across the U.S having successfully funded billions in home improvement loans for thousands of contractors and tens of thousands of homeowners nationwide. As we continue to grow, we’re looking for exceptional people who thrive in a high-performance, mission-driven culture.
Role Overview
HFS Financial is seeking a high-energy Customer Success Managers to join our dynamic inside, consumer-facing sales team. If you're the type who thrives on being the loan officer that is ready to call a new lead within minutes and engage with homeowners seeking to finance improvements to their primary residence through personal loan financing, then this job is for you.
Think mortgage loan officer, but for consumer lending. This position requires strong sales, phone skills and the ability to educate consumers on why HFS is the right choice for them.
This role is designed for an all-in person who excels in speaking with consumers all day, every day to understand their needs and wants and to get them efficiently through the consumer sales pipelines. You will ensure that customers are contact ASAP, are aware of their loan options through HFS, and of the unique benefits you and HFS can offer them in order to fund their home improvement financing needs.
What You’ll Do
- Proactively and consistently work your Active and Pitched consumer loan pipelines
- Being the ‘loan point-of-contact’ for your customers up until they say “yes” to their prequalification, where you will transition them and their file accurately to HFS loan processing
- Engage with dozens of customers a week via primarily phone, followed by SMS and email
- Engage in high-volume direct outreach of warm leads, curated for you by HFS
- Your job is to make sure you are the 1 one to contact them on their search for financing and to be a trusted source for them on one of their largest financial transactions of their lives
- Deliver compelling sales calls
- Guide customers into loan processing so they and the file are set up for success and funding
- Your existing customer pipeline should hear from you daily, with little exception
- Collaborate with internal teams to drive growth
Requirements
- Someone who is energized by engagement with consumers and ready to own the sales side of the client relationship
- 5+ years of B2C sales experience (preferably in home improvement, lending, or construction) – Think loan officer
- Strong sales, communication, and relationship-building skills
- Experience using CRM systems (preferably HubSpot)
Nice-to-Have’s (Preferred)
- Experience with / selling Residential Home Improvement Financing
- Proven success in learning new workflows and products
- Background in consumer lending products
- Email marketing and campaign management
- Prior experience working remotely and traveling to trade show events
- Bilingual – Spanish and English
- Comfortable with using Outlook products such as Outlook, Teams, Excel, Word, etc.
Success Looks Like
- Hitting your goals for customer outreach as well as other meaningful KPIs
- Getting customers “to the next level” in loan processing and ensuring they are sold and ready to go so we are not over-selling someone who is not ready to fund
- Learning the HFS workflow and product offering to become an expert your customers can trust and rely upon while ensuring you are able to offer them the loan products best suited for their needs and situations
- Regular and demonstrable development of sales pipeline
Why Join HFS?
- Competitive base salary + uncapped commission
- Health, dental, vision & 401(k) with company match
- Remote flexibility with national travel opportunities
- Industry leading innovation and technology
- Join a fast-growing leader in home improvement financing
Are you ready to take the lead and grow with a company that values hustle, results, and entrepreneurial drive?
Apply now and let’s build something great—one contractor at a time.
Pay: $60,000.00 - $110,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Health savings account
- Paid time off
- Vision insurance
- Work from home
Work Location: Remote
