Customer Service Representative, Loan Consultant II

Role Overview

• Greet, assist and solicit individuals entering the office and calling by phone
• receive and process credit and employment verifications, and record information obtained
• Process payments, distributions, and make recommendations regarding loan approvals
• Approve loans up to established lending limits and complete loan closings
• Handle account activities related to collection accounts, including phone calls and face to face communications with customers
• Prepare reports, correspondences, transaction documentation, and record and file documentation
• operate cash drawer, process bank deposits, maintain records and balances and closing of the branch
• Actively market all branch products and services to individuals
• Perform all other duties as assigned by management

Requirements

• High School Diploma or GED from accredited institution
• 2-4 plus years consumer finance or related experience
• Cash handling; computer skills; customer service skills
• Ability to work with minimum supervision
• Excellent communication skills
• Proficient working knowledge of Microsoft Windows, Excel and Word Applications

Benefits

• medical, dental, vision benefits
• paid time off
• paid holidays
• 401(k)
• life insurance
• long-term disability
• tuition assistance
• employee assistance program
• optional benefits such as critical care, auto, home and pet insurance