Challenge Financial
Internal Sales Representative
Skills
5 days ago
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Important information
Contract type:
Permanent
Location:
Fresno, CA, USA
Work mode:
Onsite
Published on:
19 October 2026
What they need
Job Overview
We are seeking a self-motivated and detail-oriented ISR to join our dynamic team. The ideal candidate will play a crucial role in building and growing relationships by providing superior customer service. This position requires strong communication skills and the ability to build lasting relationships with clients. As an ISR, you are responsible for prospecting, qualifying, and signing auto dealerships offering a variety of finance options.
To be successful in this position, a person should have solid communications skills in both English and Spanish. You do not need previous auto finance experience, but some phone, B2B experience, and customer service experience, along with time management skills, and the ability to be flexible and adaptable will be critical for achieving success in this position.
Responsibilities
- Process loan applications efficiently while ensuring accuracy and compliance with company policies.
- Negotiate terms of contracts with clients to achieve mutually beneficial outcomes.
- Utilize financial software to manage client accounts and track loan progress.
- Provide expert advice on financial services and products to enhance customer satisfaction.
- Maintain detailed records of transactions and client interactions using customer relationship management tools.
- Engage in upselling additional services that may benefit clients based on their needs.
- Collaborate with other team members to streamline processes and improve service delivery.
Skills
- Proficiency in financial software and tools relevant to loan processing.
- Strong understanding of financial services, including experience as a loan officer preferred.
- Excellent negotiation skills with the ability to close deals effectively.
- Proven sales skills with a focus on upselling products and services.
- Bilingual – English/Spanish preferred but not mandatory
- Familiarity with customer relationship management systems for effective client engagement.
- Strong attention to detail and organizational skills to manage multiple tasks simultaneously. Join us in delivering outstanding service while advancing your career in the financial industry!
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