Personal Loan Lead Calling Support

I run Meta ads that generate a steady stream of personal-loan inquiries and need a caller who can own the entire front-end conversation. You will speak with each lead (inbound or through timely outbound follow-ups), confirm four basics—desired loan amount, monthly salary, city, and employment profile—then give a short, no-jargon overview of the personal-loan options available. Once the customer seems a fit, you’ll check basic eligibility, request the standard KYC and income documents over WhatsApp, and pass everything to our internal processing desk.

Clear, consistent communication is vital: I expect real-time status notes, prompt coordination with the processing team, and proactive nudges to the borrower until disbursal. Experience with any simple CRM or spreadsheet tracker is welcome; WhatsApp and phone calls will be your main tools.

Deliverables
• Daily call log with outcome tags
• Eligibility checklist per lead
• Collected documents forwarded in organized folders
• Follow-up record maintained until funds are disbursed