Loan Settlement Advisor - Internship

The sales intern is responsible for converting distressed borrowers into
enrolled clients by educating them on the settlement process and building
trust.

Selected intern's day-to-day responsibilities include:

1. Engaging with leads who have expressed interest in debt relief.
2. Explaining the "settlement" concept clearly, how we help reduce the
principal amount and stop creditor harassment.
3. Analyzing a prospect's debt-to-income ratio to see if they are a good fit
for our programs.
4. Addressing fears regarding legal notices or visits from recovery agents
(using our standard scripts).
5. Explaining the impact of settlement on credit scores and how our process
manages that long-term.
6. Clearly explaining our fee structure and the timeline of the settlement
journey.
7. Ensuring the prospect provides their latest credit report and loan
statements.
8. Guiding the client through the digital signing of the enrollment contract.
9. Ensuring all client data is accurately captured before passing the case to
the Operations/Legal team.
10. Follow-up Pipeline: Maintaining a rigorous follow-up schedule for
prospects who are "on the fence."
11. Keeping the CRM updated with detailed notes on client pain points and
financial history.
12. Filtering out leads that do not meet our criteria (e.g., secured loans or
very small debt amounts).
13. Meeting weekly and monthly enrollment targets (number of clients signed
up).
14. Contributing to "Sales Script" refinements based on common feedback from
prospects.